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Global X Variable Rate Preferred ETF
PFFV

Overview Fund Activity

59 hedge funds and large institutions have $87.5M invested in Global X Variable Rate Preferred ETF in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
59
Holders Change
-2
Holders Change %
-3.28%
% of All Funds
0.79%
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
17
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$6.1M
2
IAA
2
Ironsides Asset Advisors
North Carolina
$3.32M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$1.96M
4
LPL Financial
4
LPL Financial
California
$3.18M
5
Creative Planning
5
Creative Planning
Kansas
$4.75M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$30.5M
2
LGW
2
Leslie Global Wealth
Illinois
$3.65M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$22.8K
4
Truist Financial
4
Truist Financial
North Carolina
$401K
5
HF
5
HRT Financial
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
51
Carson Wealth (CWM LLC)
Nebraska
$116K – – –
Wells Fargo
52
Wells Fargo
California
$57.8K +$57.8K +2,450 New
CFD
53
Creative Financial Designs
Indiana
$45.2K +$3.21K +136 +8%
JPMorgan Chase & Co
54
JPMorgan Chase & Co
New York
$22.8K -$999K -42,362 -98%
ACA
55
Aptus Capital Advisors
Alabama
$11.5K – – –
SIS
56
Sound Income Strategies
Florida
$7.96K +$1.04K +44 +15%
SWM
57
Spire Wealth Management
Virginia
$7.07K – – –
CAS
58
Coppell Advisory Solutions
Texas
$4.33K – – –
CIAS
59
Capital Investment Advisory Services
North Carolina
$212 -$206K -8,760 -100%
HF
60
HRT Financial
New York
– -$358K -14,898 Closed
WKWM
61
Walter & Keenan Wealth Management
Indiana
– -$210K -8,730 Closed
HWAM
62
Hennion & Walsh Asset Management
New Jersey
– -$208K -8,644 Closed
KAS
63
Kestra Advisory Services
Texas
– -$205K -8,543 Closed
SA
64
Sanctuary Advisors
Indiana
– -$203K -8,448 Closed
Franklin Resources
65
Franklin Resources
California
– -$13.3K -554 Closed
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
– -$9.09K -378 Closed
UBS Group
67
UBS Group
Switzerland
– -$7.53K -313 Closed
SS
68
Sunbelt Securities
Texas
– -$2.96K -123 Closed
CFG
69
Copley Financial Group
California
– -$1.47K -61 Closed
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