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Global X Variable Rate Preferred ETF
PFFV

Overview Fund Activity

66 hedge funds and large institutions have $115M invested in Global X Variable Rate Preferred ETF in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
+7
Holders Change %
+11.86%
% of All Funds
0.9%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
13
Increased
28
Reduced
16
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AI
AXS Investments
New York
+$6.47M
2
Bank of America
Bank of America
North Carolina
+$4.77M
3
Morgan Stanley
Morgan Stanley
New York
+$3.58M
4
TW
Trajan Wealth
Arizona
+$2.43M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$2.19M

Top Sellers

1
SWM
Seed Wealth Management
Illinois
-$389K
2
GWM
GSB Wealth Management
Connecticut
-$213K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$130K
4
BFG
Beacon Financial Group
Texas
-$95.3K
5
NWM
Napa Wealth Management
California
-$90.2K
Name Holding Trade Value Shares
Change 		Shares
Change %
CL
51
Choreo LLC
Illinois
$247K +$247K +10,438 New
PTC
52
Private Trust Company
Ohio
$246K +$4.31K +182 +2%
FCM
53
Firestone Capital Management
Florida
$209K +$663 +28 +0.3%
AWM
54
Apollon Wealth Management
South Carolina
$201K +$201K +8,490 New
GM
55
GeoWealth Management
Illinois
$145K -$15K -633 -9%
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$116K – – –
NC
57
North Capital
Utah
$44K +$44K +1,858 New
CFD
58
Creative Financial Designs
Indiana
$19.3K -$26K -1,099 -57%
HNB
59
Huntington National Bank
Ohio
$14.2K – – –
ACA
60
Aptus Capital Advisors
Alabama
$11.5K – – –
SWM
61
Spire Wealth Management
Virginia
$7.1K – – –
ADL
62
Asset Dedication LLC
California
$6.39K +$6.39K +270 New
UBS Group
63
UBS Group
Switzerland
$6.27K +$6.27K +265 New
SIS
64
Sound Income Strategies
Florida
$3.37K -$4.6K -195 -58%
WSFS
65
Wilmington Savings Fund Society
Delaware
$2.51K +$2.51K +106 New
KWM
66
Kiker Wealth Management
Georgia
$2.22K +$2.22K +94 New
CIAS
67
Capital Investment Advisory Services
North Carolina
$213 – – –
GWM
68
GSB Wealth Management
Connecticut
– -$213K -9,018 Closed
Wells Fargo
69
Wells Fargo
California
– -$57.8K -2,450 Closed
JPMorgan Chase & Co
70
JPMorgan Chase & Co
New York
– -$22.8K -966 Closed
CAS
71
Coppell Advisory Solutions
Texas
– -$4.33K -183 Closed
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