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Global X Variable Rate Preferred ETF

69 hedge funds and large institutions have $133M invested in Global X Variable Rate Preferred ETF in 2025 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 22 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 11

1% more funds holding

Funds holding: 6869 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 22

5.85% less ownership

Funds ownership: 51.07%45.22% (-5.9%)

17% less capital invested

Capital invested by funds: $161M → $133M (-$27.9M)

Holders
69
Holders Change
+1
Holders Change %
+1.47%
% of All Funds
0.84%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
21
Reduced
22
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SS
26
SBI Securities
Japan
$730K +$18.4K +811 +3%
TYCC
27
Texas Yale Capital Corp
Florida
$707K +$329K +14,471 +83%
SWM
28
Seed Wealth Management
Illinois
$660K
First Manhattan
29
First Manhattan
New York
$624K
SWP
30
Stratos Wealth Partners
Ohio
$568K -$16.9K -745 -3%
Truist Financial
31
Truist Financial
North Carolina
$563K -$5.71K -251 -1%
WMA
32
West Michigan Advisors
Michigan
$561K +$11.3K +498 +2%
FFA
33
Farther Finance Advisors
California
$557K -$94.3K -4,150 -14%
DP
34
Dearborn Partners
Illinois
$509K +$521K +22,903 New
HF
35
HRT Financial
New York
$505K +$517K +22,759 New
Corient Private Wealth
36
Corient Private Wealth
Florida
$462K +$229K +10,069 +94%
NA
37
NewEdge Advisors
Louisiana
$461K -$32.2K -1,416 -6%
US Bancorp
38
US Bancorp
Minnesota
$379K
CW
39
CreativeOne Wealth
Kansas
$367K -$149K -6,558 -28%
DWM
40
Diversify Wealth Management
Utah
$360K +$659 +29 +0.2%
HI
41
Harbour Investments
Wisconsin
$350K +$50.3K +2,214 +16%
AWA
42
Acorn Wealth Advisors
Michigan
$320K +$636 +28 +0.2%
CWM
43
Centurion Wealth Management
Virginia
$317K +$11.9K +522 +4%
SWP
44
Strategic Wealth Partners
Ohio
$310K -$14.1K -619 -4%
PFS
45
Prospera Financial Services
Texas
$309K -$215K -9,474 -41%
AFP
46
Ausdal Financial Partners
Iowa
$300K -$1.02K -45 -0.3%
IAIM
47
International Assets Investment Management
Florida
$284K +$19.7K +865 +7%
JPLA
48
Joseph P. Lucia & Associates
New York
$263K -$12.8K -565 -5%
Bank of New York Mellon
49
Bank of New York Mellon
New York
$238K +$243K +10,709 New
CL
50
Choreo LLC
Illinois
$232K

PFFV Hedge Fund Activity: Q4 2025 in Review

69 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Global X Variable Rate Preferred ETF (PFFV) for Q4 2025, worth a combined $133M — down 17% from $161M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new PFFV positions and 11 closed out — a net gain of 2 holders — while 21 added to existing stakes and 22 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $6.39M. The largest seller was Columbus Macro, exiting entirely with an estimated $10.2M sold.

  • 69 institutional investors held Global X Variable Rate Preferred ETF (PFFV) as of Q4 2025, up from 68 in Q3 2025.
  • Funds reported $133M of Global X Variable Rate Preferred ETF stock for Q4 2025, down 17% quarter-over-quarter.
  • 13 funds opened new Global X Variable Rate Preferred ETF positions in Q4 2025 and 11 closed out, a net change of +2 holders.
  • The largest Global X Variable Rate Preferred ETF buyer in Q4 2025 was Morgan Stanley, an estimated $6.39M added.
  • The largest Global X Variable Rate Preferred ETF seller in Q4 2025 was Columbus Macro, an estimated $10.2M sold.

Based on aggregated 13F filings for Q4 2025.