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Global X Variable Rate Preferred ETF

65 hedge funds and large institutions have $148M invested in Global X Variable Rate Preferred ETF in 2026 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 18 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 18

11% more capital invested

Capital invested by funds: $133M → $148M (+$15M)

4.96% more ownership

Funds ownership: 45.22%50.19% (+5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less funds holding

Funds holding: 6965 (-4)

15% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 13

Holders
65
Holders Change
-4
Holders Change %
-5.8%
% of All Funds
0.8%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
25
Reduced
18
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AFP
51
Ausdal Financial Partners
Iowa
$210K -$87K -3,883 -29%
AF
52
Allworth Financial
California
$182K +$187K +8,330 New
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$155K +$448 +20 +0.3%
PTC
54
Private Trust Company
Ohio
$123K
CT
55
Colonial Trust
South Carolina
$116K +$119K +5,325 New
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$107K
SC
57
SouthState Corp
Florida
$43.7K +$44.8K +2,000 New
FFA
58
Farther Finance Advisors
California
$23.7K -$537K -23,963 -96%
TCM
59
Triumph Capital Management
Colorado
$21.8K
ATPW
60
Ashton Thomas Private Wealth
Arizona
$16.1K +$16.5K +736 New
HNB
61
Huntington National Bank
Ohio
$13.1K
NS
62
NBC Securities
Alabama
$10.9K
ACA
63
Aptus Capital Advisors
Alabama
$10.6K
CFD
64
Creative Financial Designs
Indiana
$8.7K +$112 +5 +1%
AWM
65
AE Wealth Management
Kansas
$6.96K +$7.15K +319 New
SWM
66
Spire Wealth Management
Virginia
$6.55K
Citadel Advisors
67
Citadel Advisors
Florida
-$836K -37,613 Closed
HF
68
HRT Financial
New York
-$505K -22,759 Closed
Corient Private Wealth
69
Corient Private Wealth
Florida
-$462K -20,768 Closed
CW
70
CreativeOne Wealth
Kansas
-$367K -16,525 Closed
HWM
71
Howard Wealth Management
Connecticut
-$226K -10,180 Closed
SBH
72
Segall Bryant & Hamill
Illinois
-$224K -10,084 Closed
FHA
73
Flagship Harbor Advisors
Massachusetts
-$86.7K -3,900 Closed
KAS
74
Kestra Advisory Services
Texas
-$80.5K -3,622 Closed
GWS
75
Glassman Wealth Services
Virginia
-$48.7K -2,192 Closed

PFFV Hedge Fund Activity: Q1 2026 in Review

65 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Global X Variable Rate Preferred ETF (PFFV) for Q1 2026, worth a combined $148M — up 11% from $133M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of PFFV and 11 opened new positions — a net loss of 2 holders — while 18 trimmed existing stakes and 25 added.

The largest buyer was Janney Montgomery Scott, adding an estimated $6.98M. The largest seller was Citadel Advisors, exiting entirely with an estimated $836K sold.

  • 65 institutional investors held Global X Variable Rate Preferred ETF (PFFV) as of Q1 2026, down from 69 in Q4 2025.
  • Funds reported $148M of Global X Variable Rate Preferred ETF stock for Q1 2026, up 11% quarter-over-quarter.
  • 11 funds opened new Global X Variable Rate Preferred ETF positions in Q1 2026 and 13 closed out, a net change of -2 holders.
  • The largest Global X Variable Rate Preferred ETF buyer in Q1 2026 was Janney Montgomery Scott, an estimated $6.98M added.
  • The largest Global X Variable Rate Preferred ETF seller in Q1 2026 was Citadel Advisors, an estimated $836K sold.

Based on aggregated 13F filings for Q1 2026.