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Global X Variable Rate Preferred ETF
PFFV

Overview Fund Activity

59 hedge funds and large institutions have $87.5M invested in Global X Variable Rate Preferred ETF in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 17 reducing their positions, and 10 closing their positions.

Holders
59
Holders Change
-2
Holders Change %
-3.28%
% of All Funds
0.79%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
8
Increased
26
Reduced
17
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$6.1M
2
IAA
2
Ironsides Asset Advisors
North Carolina
$3.32M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$1.96M
4
LPL Financial
4
LPL Financial
California
$3.18M
5
Creative Planning
5
Creative Planning
Kansas
$4.75M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$30.5M
2
LGW
2
Leslie Global Wealth
Illinois
$3.65M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$22.8K
4
Truist Financial
4
Truist Financial
North Carolina
$401K
5
HF
5
HRT Financial
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FCA
26
FLC Capital Advisors
California
$505K +$54.1K +2,297 +12%
SWP
27
Strategic Wealth Partners
Ohio
$483K -$33.9K -1,416 -7%
CW
28
CreativeOne Wealth
Kansas
$405K -$1.46K -62 -0.4%
US Bancorp
29
US Bancorp
Minnesota
$402K – – –
Truist Financial
30
Truist Financial
North Carolina
$401K -$736K -31,227 -65%
TYCC
31
Texas Yale Capital Corp
Florida
$383K – – –
SS
32
SBI Securities
Japan
$382K +$382K +16,186 New
CWM
33
Congress Wealth Management
Massachusetts
$376K +$376K +15,967 New
Corient Private Wealth
34
Corient Private Wealth
Florida
$329K +$43.4K +1,841 +15%
HI
35
Harbour Investments
Wisconsin
$319K – – –
SBH
36
Segall Bryant & Hamill
Illinois
$304K +$7.19K +305 +2%
AWA
37
Acorn Wealth Advisors
Michigan
$301K +$10.3K +436 +4%
PWM
38
Paulson Wealth Management
Illinois
$301K -$164K -6,953 -35%
Stifel Financial
39
Stifel Financial
Missouri
$293K -$2.03K -86 -0.7%
JPLA
40
Joseph P. Lucia & Associates
New York
$289K +$3.87K +164 +1%
IAIM
41
International Assets Investment Management
Florida
$284K +$284K +11,900 New
PW
42
PUREfi Wealth
Massachusetts
$249K +$249K +10,570 New
PTC
43
Private Trust Company
Ohio
$240K +$81.8K +3,472 +52%
NA
44
NewEdge Advisors
Louisiana
$228K +$76.5K +3,244 +50%
HWM
45
Howard Wealth Management
Connecticut
$225K +$225K +9,564 New
Osaic Holdings
46
Osaic Holdings
Arizona
$224K +$54K +2,290 +32%
GWM
47
GSB Wealth Management
Connecticut
$213K -$9.24K -392 -4%
FCM
48
Firestone Capital Management
Florida
$208K +$589 +25 +0.3%
GM
49
GeoWealth Management
Illinois
$159K -$11.2K -477 -7%
GRP
50
Global Retirement Partners
California
$144K -$72.6K -3,082 -34%
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