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Global X Variable Rate Preferred ETF
PFFV

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

53% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 17

8% more capital invested

Capital invested by funds: $80.9M → $87.5M (+$6.64M)

1.74% more ownership

Funds ownership: 31.15% → 32.89% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less funds holding

Funds holding: 61 → 59 (-2)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

Holders
59
Holders Change
-2
Holders Change %
-3.28%
% of All Funds
0.78%
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
Cambridge Investment Research Advisors
Iowa
+$3.76M
2
IAA
Ironsides Asset Advisors
North Carolina
+$2.36M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$1.5M
4
LPL Financial
LPL Financial
California
+$1.03M
5
Creative Planning
Creative Planning
Kansas
+$718K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.8M
2
LGW
Leslie Global Wealth
Illinois
-$1.13M
3
JP Morgan Chase
JP Morgan Chase
New York
-$1.02M
4
Truist Financial
Truist Financial
North Carolina
-$751K
5
HF
HRT Financial
New York
-$358K
Name Holding Trade Value Shares
Change 		Change in
Stake
Carson Wealth (CWM LLC)
51
Carson Wealth (CWM LLC)
Nebraska
$116K – – –
Wells Fargo
52
Wells Fargo
California
$57.8K +$58.9K +2,450 New
CFD
53
Creative Financial Designs
Indiana
$45.2K +$3.27K +136 +8%
JP Morgan Chase
54
JP Morgan Chase
New York
$22.8K -$1.02M -42,362 -98%
ACA
55
Aptus Capital Advisors
Alabama
$11.5K – – –
SIS
56
Sound Income Strategies
Florida
$7.96K +$1.06K +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 -$211K -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
1 2
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PFFV Hedge Fund Activity: Q4 2024 in Review

59 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Global X Variable Rate Preferred ETF (PFFV) for Q4 2024, worth a combined $87.5M — up 8.2% from $80.9M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of PFFV and 8 opened new positions — a net loss of 2 holders — while 17 trimmed existing stakes and 26 added.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $3.76M. The largest seller was Morgan Stanley, cutting an estimated $1.8M.

  • 59 institutional investors held Global X Variable Rate Preferred ETF (PFFV) as of Q4 2024, down from 61 in Q3 2024.
  • Funds reported $87.5M of Global X Variable Rate Preferred ETF stock for Q4 2024, up 8.2% quarter-over-quarter.
  • 8 funds opened new Global X Variable Rate Preferred ETF positions in Q4 2024 and 10 closed out, a net change of -2 holders.
  • The largest Global X Variable Rate Preferred ETF buyer in Q4 2024 was Cambridge Investment Research Advisors, an estimated $3.76M added.
  • The largest Global X Variable Rate Preferred ETF seller in Q4 2024 was Morgan Stanley, an estimated $1.8M sold.

Based on aggregated 13F filings for Q4 2024.