Global X Variable Rate Preferred ETF
PFFV
61 hedge funds and large institutions have $80.9M invested in Global X Variable Rate Preferred ETF in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 28 increasing their positions, 18 reducing their positions, and 9 closing their positions.
56% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 18
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2% less capital invested
Capital invested by funds: $82.8M → $80.9M (-$1.93M)
1.85% less ownership
Funds ownership: 33% → 31.15% (-1.8%)
5% less funds holding
Funds holding: 64 → 61 (-3)
33% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$4.47M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.29M |
| 3 |
JP Morgan Chase
New York
|
+$1.03M |
| 4 |
Creative Planning
Overland Park,
Kansas
|
+$969K |
| 5 |
IIA
Integral Investment Advisors
Turlock,
California
|
+$590K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$8.81M |
| 2 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
-$1.59M |
| 3 |
CRWM
Castle Rock Wealth Management
Walnut Creek,
California
|
-$1.17M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$405K |
| 5 |
WKWM
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
-$309K |
PFFV Hedge Fund Activity: Q3 2024 in Review
61 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Global X Variable Rate Preferred ETF (PFFV) for Q3 2024, worth a combined $80.9M — down 2.3% from $82.8M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of PFFV and 6 opened new positions — a net loss of 3 holders — while 18 trimmed existing stakes and 28 added.
The largest buyer was Morgan Stanley, adding an estimated $4.47M. The largest seller was Janney Montgomery Scott, cutting an estimated $8.81M.
- 61 institutional investors held Global X Variable Rate Preferred ETF (PFFV) as of Q3 2024, down from 64 in Q2 2024.
- Funds reported $80.9M of Global X Variable Rate Preferred ETF stock for Q3 2024, down 2.3% quarter-over-quarter.
- 6 funds opened new Global X Variable Rate Preferred ETF positions in Q3 2024 and 9 closed out, a net change of -3 holders.
- The largest Global X Variable Rate Preferred ETF buyer in Q3 2024 was Morgan Stanley, an estimated $4.47M added.
- The largest Global X Variable Rate Preferred ETF seller in Q3 2024 was Janney Montgomery Scott, an estimated $8.81M sold.
Based on aggregated 13F filings for Q3 2024.