Global X Variable Rate Preferred ETF
PFFV
55 hedge funds and large institutions have $135M invested in Global X Variable Rate Preferred ETF in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 22 increasing their positions, 11 reducing their positions, and 3 closing their positions.
433% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 3
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
100% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 11
31% more funds holding
Funds holding: 42 → 55 (+13)
0% less capital invested
Capital invested by funds: $135M → $135M (-$313K)
3% less ownership
Funds ownership: 53.57% → 50.57% (-3%)
Top Buyers
| 1 |
BFC
Bedel Financial Consulting
Indianapolis,
Indiana
|
+$6.25M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$4.48M |
| 3 |
CM
Columbus Macro
New Castle,
Pennsylvania
|
+$3.57M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.38M |
| 5 |
Morgan Stanley
New York
|
+$1.9M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
UBS Group
Zurich,
Switzerland
| $17K | +$17.9K | +736 | New |
|
52
JP Morgan Chase
New York
| $15K | +$15.7K | +645 | New |
|
53
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $7K | +$7.6K | +313 | New |
|
|
AA
54
AlphaMark Advisors
Ft. Wright,
Kentucky
| $3K | – | – | – |
|
|
SIA
55
SeaBridge Investment Advisors
Summit,
New Jersey
| – | -$622K | -25,757 | Closed |
|
56
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$306K | -12,667 | Closed |
|
|
TWA
57
TCI Wealth Advisors
Tucson,
Arizona
| – | -$2K | -82 | Closed |
|
58
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | +$510 | +21 | New |
|
PFFV Hedge Fund Activity: Q3 2022 in Review
55 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Global X Variable Rate Preferred ETF (PFFV) for Q3 2022, worth a combined $135M — down 0.23% from $135M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new PFFV positions and 3 closed out — a net gain of 13 holders — while 22 added to existing stakes and 11 trimmed.
The largest buyer was Bedel Financial Consulting, opening a new position worth an estimated $6.25M. The largest seller was Gradient Investments, cutting an estimated $18.1M.
- 55 institutional investors held Global X Variable Rate Preferred ETF (PFFV) as of Q3 2022, up from 42 in Q2 2022.
- Funds reported $135M of Global X Variable Rate Preferred ETF stock for Q3 2022, down 0.23% quarter-over-quarter.
- 16 funds opened new Global X Variable Rate Preferred ETF positions in Q3 2022 and 3 closed out, a net change of +13 holders.
- The largest Global X Variable Rate Preferred ETF buyer in Q3 2022 was Bedel Financial Consulting, an estimated $6.25M added.
- The largest Global X Variable Rate Preferred ETF seller in Q3 2022 was Gradient Investments, an estimated $18.1M sold.
Based on aggregated 13F filings for Q3 2022.