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Global X Variable Rate Preferred ETF

69 hedge funds and large institutions have $133M invested in Global X Variable Rate Preferred ETF in 2025 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 22 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 11

1% more funds holding

Funds holding: 6869 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 22

5.85% less ownership

Funds ownership: 51.07%45.22% (-5.9%)

17% less capital invested

Capital invested by funds: $161M → $133M (-$27.9M)

Holders
69
Holders Change
+1
Holders Change %
+1.47%
% of All Funds
0.84%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
21
Reduced
22
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
51
Howard Wealth Management
Connecticut
$226K -$60.6K -2,667 -21%
SBH
52
Segall Bryant & Hamill
Illinois
$224K -$11.9K -524 -5%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$157K +$161K +7,065 New
PTC
54
Private Trust Company
Ohio
$125K -$91.6K -4,030 -42%
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$109K
FHA
56
Flagship Harbor Advisors
Massachusetts
$86.7K +$88.6K +3,900 New
KAS
57
Kestra Advisory Services
Texas
$80.5K +$82.3K +3,622 New
GWS
58
Glassman Wealth Services
Virginia
$48.7K +$49.8K +2,192 New
UBS Group
59
UBS Group
Switzerland
$45.6K +$46.7K +2,054 New
IA
60
IFP Advisors
Florida
$29K
TCM
61
Triumph Capital Management
Colorado
$22.2K +$22.7K +1,000 New
HNB
62
Huntington National Bank
Ohio
$13.3K
WTC
63
WhitTier Trust Company
Nevada
$12K
NS
64
NBC Securities
Alabama
$11.1K
ACA
65
Aptus Capital Advisors
Alabama
$10.8K
AC
66
AlphaCore Capital
California
$10.1K
CFD
67
Creative Financial Designs
Indiana
$8.74K -$10.1K -446 -53%
DF
68
Dunhill Financial
United Kingdom
$7.69K
SWM
69
Spire Wealth Management
Virginia
$6.67K
SAG
70
SageView Advisory Group
California
$1.56K +$1.59K +70 New
CM
71
Columbus Macro
Pennsylvania
-$10.2M -439,536 Closed
AI
72
AXS Investments
New York
-$4.16M -179,841 Closed
BFG
73
Beacon Financial Group
Texas
-$555K -23,985 Closed
JP Morgan Chase
74
JP Morgan Chase
New York
-$412K -17,806 Closed
Stifel Financial
75
Stifel Financial
Missouri
-$269K -11,641 Closed

PFFV Hedge Fund Activity: Q4 2025 in Review

69 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Global X Variable Rate Preferred ETF (PFFV) for Q4 2025, worth a combined $133M — down 17% from $161M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new PFFV positions and 11 closed out — a net gain of 2 holders — while 21 added to existing stakes and 22 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $6.39M. The largest seller was Columbus Macro, exiting entirely with an estimated $10.2M sold.

  • 69 institutional investors held Global X Variable Rate Preferred ETF (PFFV) as of Q4 2025, up from 68 in Q3 2025.
  • Funds reported $133M of Global X Variable Rate Preferred ETF stock for Q4 2025, down 17% quarter-over-quarter.
  • 13 funds opened new Global X Variable Rate Preferred ETF positions in Q4 2025 and 11 closed out, a net change of +2 holders.
  • The largest Global X Variable Rate Preferred ETF buyer in Q4 2025 was Morgan Stanley, an estimated $6.39M added.
  • The largest Global X Variable Rate Preferred ETF seller in Q4 2025 was Columbus Macro, an estimated $10.2M sold.

Based on aggregated 13F filings for Q4 2025.