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Global X Variable Rate Preferred ETF

68 hedge funds and large institutions have $161M invested in Global X Variable Rate Preferred ETF in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more capital invested

Capital invested by funds: $125M → $161M (+$35.2M)

18% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 22

9.78% more ownership

Funds ownership: 41.3%51.07% (+9.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

1% less funds holding

Funds holding: 6968 (-1)

Holders
68
Holders Change
-1
Holders Change %
-1.45%
% of All Funds
0.89%
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
22
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
26
Seed Wealth Management
Illinois
$687K -$23.1K -1,000 -3%
FFA
27
Farther Finance Advisors
California
$675K -$113K -4,900 -14%
NWM
28
Napa Wealth Management
California
$657K +$8.51K +368 +1%
First Manhattan
29
First Manhattan
New York
$649K +$649K +28,086 New
SWP
30
Stratos Wealth Partners
Ohio
$608K +$10.6K +459 +2%
Truist Financial
31
Truist Financial
North Carolina
$591K -$36.6K -1,582 -6%
WMA
32
West Michigan Advisors
Michigan
$571K -$83.8K -3,626 -13%
BFG
33
Beacon Financial Group
Texas
$555K +$54.6K +2,362 +11%
PFS
34
Prospera Financial Services
Texas
$540K -$16.3K -704 -3%
CW
35
CreativeOne Wealth
Kansas
$534K -$28.7K -1,241 -5%
NA
36
NewEdge Advisors
Louisiana
$512K +$60.5K +2,617 +13%
JP Morgan Chase
37
JP Morgan Chase
New York
$412K
TYCC
38
Texas Yale Capital Corp
Florida
$401K +$151K +6,520 +60%
US Bancorp
39
US Bancorp
Minnesota
$395K
DWM
40
Diversify Wealth Management
Utah
$363K +$300 +13 +0.1%
SWP
41
Strategic Wealth Partners
Ohio
$337K -$49.3K -2,133 -13%
AWA
42
Acorn Wealth Advisors
Michigan
$332K +$38.8K +1,680 +13%
CWM
43
Centurion Wealth Management
Virginia
$318K +$318K +13,738 New
AFP
44
Ausdal Financial Partners
Iowa
$313K -$37.1K -1,605 -11%
HI
45
Harbour Investments
Wisconsin
$313K
HWM
46
Howard Wealth Management
Connecticut
$297K -$31.9K -1,380 -10%
JPLA
47
Joseph P. Lucia & Associates
New York
$286K -$9.89K -428 -3%
IAIM
48
International Assets Investment Management
Florida
$272K
Stifel Financial
49
Stifel Financial
Missouri
$269K +$269K +11,641 New
Corient Private Wealth
50
Corient Private Wealth
Florida
$247K +$4.11K +178 +2%

PFFV Hedge Fund Activity: Q3 2025 in Review

68 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Global X Variable Rate Preferred ETF (PFFV) for Q3 2025, worth a combined $161M — up 28% from $125M a quarter earlier.

Fund positioning in PFFV was balanced in Q3 2025: 8 funds opened new positions, 8 closed out, 26 added to existing stakes and 22 trimmed.

The largest buyer was Columbus Macro, opening a new position worth an estimated $10.2M. The largest seller was Bank of America, cutting an estimated $3.53M.

  • 68 institutional investors held Global X Variable Rate Preferred ETF (PFFV) as of Q3 2025, down from 69 in Q2 2025.
  • Funds reported $161M of Global X Variable Rate Preferred ETF stock for Q3 2025, up 28% quarter-over-quarter.
  • 8 funds opened new Global X Variable Rate Preferred ETF positions in Q3 2025 and 8 closed out, a net change of 0 holders.
  • The largest Global X Variable Rate Preferred ETF buyer in Q3 2025 was Columbus Macro, an estimated $10.2M added.
  • The largest Global X Variable Rate Preferred ETF seller in Q3 2025 was Bank of America, an estimated $3.53M sold.

Based on aggregated 13F filings for Q3 2025.