Global X Variable Rate Preferred ETF
PFFV
14 hedge funds and large institutions have $10M invested in Global X Variable Rate Preferred ETF in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and 3 closing their positions.
500% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 1
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
46% more capital invested
Capital invested by funds: $6.89M → $10M (+$3.16M)
17% more funds holding
Funds holding: 12 → 14 (+2)
4.73% less ownership
Funds ownership: 20.97% → 16.24% (-4.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$2.39M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
+$1.2M |
| 3 |
Jane Street
New York
|
+$228K |
| 4 |
BFG
Beacon Financial Group
Dallas,
Texas
|
+$223K |
| 5 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$222K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIC
Ameritas Investment Company
Lincoln,
Nebraska
|
-$284K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$206K |
| 3 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$28K |
| 4 |
SIA
SeaBridge Investment Advisors
Summit,
New Jersey
|
-$4.43K |
PFFV Hedge Fund Activity: Q3 2021 in Review
14 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Global X Variable Rate Preferred ETF (PFFV) for Q3 2021, worth a combined $10M — up 46% from $6.89M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new PFFV positions and 3 closed out — a net gain of 3 holders — while 6 added to existing stakes and 1 trimmed.
The largest buyer was CreativeOne Wealth, opening a new position worth an estimated $2.39M. The largest seller was Ameritas Investment Company, exiting entirely with an estimated $284K sold.
- 14 institutional investors held Global X Variable Rate Preferred ETF (PFFV) as of Q3 2021, up from 12 in Q2 2021.
- Funds reported $10M of Global X Variable Rate Preferred ETF stock for Q3 2021, up 46% quarter-over-quarter.
- 6 funds opened new Global X Variable Rate Preferred ETF positions in Q3 2021 and 3 closed out, a net change of +3 holders.
- The largest Global X Variable Rate Preferred ETF buyer in Q3 2021 was CreativeOne Wealth, an estimated $2.39M added.
- The largest Global X Variable Rate Preferred ETF seller in Q3 2021 was Ameritas Investment Company, an estimated $284K sold.
Based on aggregated 13F filings for Q3 2021.