Global X Variable Rate Preferred ETF
PFFV
12 hedge funds and large institutions have $6.89M invested in Global X Variable Rate Preferred ETF in 2021 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and closing their positions.
400% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 1
318% more capital invested
Capital invested by funds: $1.65M → $6.89M (+$5.24M)
100% more funds holding
Funds holding: 6 → 12 (+6)
10.17% more ownership
Funds ownership: 10.8% → 20.97% (+10%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWM
Elmwood Wealth Management
Berkeley,
California
|
+$1.55M |
| 2 |
BFG
Beacon Financial Group
Dallas,
Texas
|
+$1.23M |
| 3 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
+$888K |
| 4 |
SIA
SeaBridge Investment Advisors
Summit,
New Jersey
|
+$751K |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
+$481K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$205K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EWM
1
Elmwood Wealth Management
Berkeley,
California
| $1.62M | +$1.55M | +55,561 | +3,840% |
|
|
BFG
2
Beacon Financial Group
Dallas,
Texas
| $1.25M | +$1.23M | +44,210 | New |
|
|
GWM
3
GSB Wealth Management
Guilford,
Connecticut
| $958K | +$369K | +13,216 | +64% |
|
|
4
CIBC Private Wealth Group
Atlanta,
Georgia
| $904K | +$888K | +31,807 | New |
|
|
SIA
5
SeaBridge Investment Advisors
Summit,
New Jersey
| $764K | +$751K | +26,909 | New |
|
|
TYCC
6
Texas Yale Capital Corp
St. Petersburg,
Florida
| $402K | +$35.3K | +1,265 | +10% |
|
|
FCM
7
Firestone Capital Management
Coral Gables,
Florida
| $302K | +$102K | +3,644 | +52% |
|
|
AIC
8
Ameritas Investment Company
Lincoln,
Nebraska
| $284K | +$279K | +9,986 | New |
|
|
9
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $206K | -$205K | -7,328 | -50% |
|
10
Osaic Holdings
Scottsdale,
Arizona
| $175K | +$87.7K | +3,141 | +105% |
|
|
ASN
11
Advisory Services Network
Atlanta,
Georgia
| $28K | +$27.9K | +1,000 | New |
|
|
12
Truist Financial
Charlotte,
North Carolina
| – | +$481K | +17,249 | New |
|
PFFV Hedge Fund Activity: Q2 2021 in Review
12 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Global X Variable Rate Preferred ETF (PFFV) for Q2 2021, worth a combined $6.89M — up 318% from $1.65M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new PFFV positions and 0 closed out — a net gain of 6 holders — while 5 added to existing stakes and 1 trimmed.
The largest buyer was Elmwood Wealth Management, adding an estimated $1.55M. The largest seller was Susquehanna International Group, cutting an estimated $205K.
- 12 institutional investors held Global X Variable Rate Preferred ETF (PFFV) as of Q2 2021, up from 6 in Q1 2021.
- Funds reported $6.89M of Global X Variable Rate Preferred ETF stock for Q2 2021, up 318% quarter-over-quarter.
- 6 funds opened new Global X Variable Rate Preferred ETF positions in Q2 2021 and 0 closed out, a net change of +6 holders.
- The largest Global X Variable Rate Preferred ETF buyer in Q2 2021 was Elmwood Wealth Management, an estimated $1.55M added.
- The largest Global X Variable Rate Preferred ETF seller in Q2 2021 was Susquehanna International Group, an estimated $205K sold.
Based on aggregated 13F filings for Q2 2021.