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Global X Variable Rate Preferred ETF

68 hedge funds and large institutions have $161M invested in Global X Variable Rate Preferred ETF in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more capital invested

Capital invested by funds: $125M → $161M (+$35.2M)

18% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 22

9.78% more ownership

Funds ownership: 41.3%51.07% (+9.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

1% less funds holding

Funds holding: 6968 (-1)

Holders
68
Holders Change
-1
Holders Change %
-1.45%
% of All Funds
0.89%
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
22
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SBH
51
Segall Bryant & Hamill
Illinois
$245K +$5.04K +218 +2%
CL
52
Choreo LLC
Illinois
$241K
PTC
53
Private Trust Company
Ohio
$223K -$19.1K -826 -8%
FCM
54
Firestone Capital Management
Florida
$205K +$601 +26 +0.3%
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$113K
NC
56
North Capital
Utah
$44K +$300 +13 +0.7%
Wells Fargo
57
Wells Fargo
California
$34.7K +$34.7K +1,500 New
IA
58
IFP Advisors
Florida
$30.2K +$508 +22 +2%
CFD
59
Creative Financial Designs
Indiana
$19.4K +$254 +11 +1%
HNB
60
Huntington National Bank
Ohio
$13.9K
WTC
61
WhitTier Trust Company
Nevada
$12.3K +$12.3K +533 New
AAS
62
Ameritas Advisory Services
Nebraska
$11.8K -$29.8K -1,288 -72%
NS
63
NBC Securities
Alabama
$11.6K
ACA
64
Aptus Capital Advisors
Alabama
$11.2K
AC
65
AlphaCore Capital
California
$10.4K +$3.47K +150 +50%
DF
66
Dunhill Financial
United Kingdom
$8K
SWM
67
Spire Wealth Management
Virginia
$6.94K
PS
68
Principal Securities
Iowa
$5.41K
WANY
69
Wealthspire Advisors (New York)
New York
$1.18K +$1.18K +51 New
PWM
70
Paulson Wealth Management
Illinois
-$291K -12,746 Closed
FCA
71
FLC Capital Advisors
California
-$253K -11,075 Closed
PW
72
PUREfi Wealth
Massachusetts
-$241K -10,570 Closed
HF
73
HRT Financial
New York
-$208K -9,143 Closed
GM
74
GeoWealth Management
Illinois
-$140K -6,135 Closed
BTI
75
Blue Trust Inc
Georgia
-$77.5K -3,400 Closed

PFFV Hedge Fund Activity: Q3 2025 in Review

68 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Global X Variable Rate Preferred ETF (PFFV) for Q3 2025, worth a combined $161M — up 28% from $125M a quarter earlier.

Fund positioning in PFFV was balanced in Q3 2025: 8 funds opened new positions, 8 closed out, 26 added to existing stakes and 22 trimmed.

The largest buyer was Columbus Macro, opening a new position worth an estimated $10.2M. The largest seller was Bank of America, cutting an estimated $3.53M.

  • 68 institutional investors held Global X Variable Rate Preferred ETF (PFFV) as of Q3 2025, down from 69 in Q2 2025.
  • Funds reported $161M of Global X Variable Rate Preferred ETF stock for Q3 2025, up 28% quarter-over-quarter.
  • 8 funds opened new Global X Variable Rate Preferred ETF positions in Q3 2025 and 8 closed out, a net change of 0 holders.
  • The largest Global X Variable Rate Preferred ETF buyer in Q3 2025 was Columbus Macro, an estimated $10.2M added.
  • The largest Global X Variable Rate Preferred ETF seller in Q3 2025 was Bank of America, an estimated $3.53M sold.

Based on aggregated 13F filings for Q3 2025.