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Global X Variable Rate Preferred ETF

6 hedge funds and large institutions have $1.65M invested in Global X Variable Rate Preferred ETF in 2021 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

655% more capital invested

Capital invested by funds: $218K → $1.65M (+$1.43M)

200% more funds holding

Funds holding: 26 (+4)

0% more repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 1

5.06% less ownership

Funds ownership: 15.86%10.8% (-5.1%)

Holders
6
Holders Change
+4
Holders Change %
+200%
% of All Funds
0.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
1
Reduced
1
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
1
GSB Wealth Management
Connecticut
$568K +$558K +20,500 New
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$404K +$397K +14,580 New
TYCC
3
Texas Yale Capital Corp
Florida
$357K +$351K +12,900 New
FCM
4
Firestone Capital Management
Florida
$194K +$134K +4,924 +237%
Osaic Holdings
5
Osaic Holdings
Arizona
$83K -$77.7K -2,855 -49%
EWM
6
Elmwood Wealth Management
California
$40K +$39.4K +1,447 New

PFFV Hedge Fund Activity: Q1 2021 in Review

6 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Global X Variable Rate Preferred ETF (PFFV) for Q1 2021, worth a combined $1.65M — up 655% from $218K a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new PFFV positions and 0 closed out — a net gain of 4 holders — while 1 added to existing stakes and 1 trimmed.

The largest buyer was GSB Wealth Management, opening a new position worth an estimated $558K. The largest seller was Osaic Holdings, cutting an estimated $77.7K.

  • 6 institutional investors held Global X Variable Rate Preferred ETF (PFFV) as of Q1 2021, up from 2 in Q4 2020.
  • Funds reported $1.65M of Global X Variable Rate Preferred ETF stock for Q1 2021, up 655% quarter-over-quarter.
  • 4 funds opened new Global X Variable Rate Preferred ETF positions in Q1 2021 and 0 closed out, a net change of +4 holders.
  • The largest Global X Variable Rate Preferred ETF buyer in Q1 2021 was GSB Wealth Management, an estimated $558K added.
  • The largest Global X Variable Rate Preferred ETF seller in Q1 2021 was Osaic Holdings, an estimated $77.7K sold.

Based on aggregated 13F filings for Q1 2021.