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Global X Variable Rate Preferred ETF
PFFV

64 hedge funds and large institutions have $82.8M invested in Global X Variable Rate Preferred ETF in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

37% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 19

16% more capital invested

Capital invested by funds: $71.2M → $82.8M (+$11.6M)

4.17% more ownership

Funds ownership: 28.83% → 33% (+4.2%)

2% more funds holding

Funds holding: 63 → 64 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
64
Holders Change
+1
Holders Change %
+1.59%
% of All Funds
0.92%
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
19
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$8.56M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$1.13M
3
Creative Planning
Creative Planning
Kansas
+$937K
4
NWM
Napa Wealth Management
California
+$674K
5
GRP
Global Retirement Partners
California
+$380K

Top Sellers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$2.8M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.63M
3
Stifel Financial
Stifel Financial
Missouri
-$347K
4
Jane Street
Jane Street
New York
-$317K
5
Citadel Advisors
Citadel Advisors
Florida
-$253K
Name Holding Trade Value Shares
Change 		Change in
Stake
GM
51
GeoWealth Management
Illinois
$167K -$11.6K -492 -7%
NA
52
NewEdge Advisors
Louisiana
$149K +$67.9K +2,887 +85%
Carson Wealth (CWM LLC)
53
Carson Wealth (CWM LLC)
Nebraska
$116K -$60.6K -2,574 -34%
PTC
54
Private Trust Company
Ohio
$81.4K – – –
CFD
55
Creative Financial Designs
Indiana
$41.8K +$3.04K +129 +8%
Franklin Resources
56
Franklin Resources
California
$20.9K – – –
ACA
57
Aptus Capital Advisors
Alabama
$11.4K – – –
SWM
58
Spire Wealth Management
Virginia
$7.09K – – –
SIS
59
Sound Income Strategies
Florida
$6.91K +$5.88K +250 +595%
CAS
60
Coppell Advisory Solutions
Texas
$4.33K +$4.31K +183 New
SS
61
Sunbelt Securities
Texas
$2.91K – – –
GI
62
Gradient Investments
Minnesota
$1.25K -$3.01K -128 -71%
BTI
63
Blue Trust Inc
Georgia
$284 – – –
Citadel Advisors
64
Citadel Advisors
Florida
– -$253K -10,668 Closed
PAG
65
Private Advisor Group
New Jersey
– -$221K -9,336 Closed
JP Morgan Chase
66
JP Morgan Chase
New York
– -$204K -8,601 Closed
FHA
67
First Horizon Advisors
Tennessee
– -$12.4K -525 Closed
FFA
68
Farther Finance Advisors
California
– -$1.07K -45 Closed
1 2
3

PFFV Hedge Fund Activity: Q2 2024 in Review

64 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Global X Variable Rate Preferred ETF (PFFV) for Q2 2024, worth a combined $82.8M — up 16% from $71.2M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new PFFV positions and 5 closed out — a net gain of 3 holders — while 26 added to existing stakes and 19 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $8.56M. The largest seller was Cetera Investment Advisers, cutting an estimated $2.8M.

  • 64 institutional investors held Global X Variable Rate Preferred ETF (PFFV) as of Q2 2024, up from 63 in Q1 2024.
  • Funds reported $82.8M of Global X Variable Rate Preferred ETF stock for Q2 2024, up 16% quarter-over-quarter.
  • 8 funds opened new Global X Variable Rate Preferred ETF positions in Q2 2024 and 5 closed out, a net change of +3 holders.
  • The largest Global X Variable Rate Preferred ETF buyer in Q2 2024 was Morgan Stanley, an estimated $8.56M added.
  • The largest Global X Variable Rate Preferred ETF seller in Q2 2024 was Cetera Investment Advisers, an estimated $2.8M sold.

Based on aggregated 13F filings for Q2 2024.