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Global X Variable Rate Preferred ETF
PFFV

Overview Fund Activity

26 hedge funds and large institutions have $27.3M invested in Global X Variable Rate Preferred ETF in 2021 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 12 increasing their positions, 1 reducing their positions, and 1 closing their positions.

Holders
26
Holders Change
+12
Holders Change %
+85.71%
% of All Funds
0.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
12
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PWM
1
Paulson Wealth Management
Illinois
$3.54M
2
EWM
2
Elmwood Wealth Management
California
$2.72M
3
PGAM
3
Princeton Global Asset Management
New Jersey
$2.62M
4
IAA
4
Ironsides Asset Advisors
North Carolina
$2.56M
5
BAM
5
Byrne Asset Management
New Jersey
$2.22M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
CW
2
CreativeOne Wealth
Kansas
$2.17M
Name Market Value Shares Shares
Change 		Shares
Change %
PWM
1
Paulson Wealth Management
Illinois
$3.54M 127,538 +127,538 New
EWM
2
Elmwood Wealth Management
California
$2.72M 98,203 +98,203 New
PGAM
3
Princeton Global Asset Management
New Jersey
$2.62M 94,293 +93,393 +10,377%
Truist Financial
4
Truist Financial
North Carolina
$2.61M 93,996 +34,216 +57%
IAA
5
Ironsides Asset Advisors
North Carolina
$2.56M 92,120 +92,120 New
BAM
6
Byrne Asset Management
New Jersey
$2.22M 80,050 +80,050 New
CW
7
CreativeOne Wealth
Kansas
$2.17M 78,236 -6,410 -8%
BFG
8
Beacon Financial Group
Texas
$1.65M 59,479 +7,358 +14%
GWM
9
GSB Wealth Management
Connecticut
$1.43M 51,511 +10,545 +26%
CIBC Private Wealth Group
10
CIBC Private Wealth Group
Georgia
$1.03M 37,234 +3,650 +11%
SIA
11
SeaBridge Investment Advisors
New Jersey
$810K 29,192 +2,440 +9%
TYCC
12
Texas Yale Capital Corp
Florida
$720K 25,965 +5,800 +29%
RW
13
RVW Wealth
California
$686K 24,747 +24,747 New
RIG
14
Roosevelt Investment Group
New York
$681K 24,545 +24,545 New
GM
15
GeoWealth Management
Illinois
$347K 12,516 +4,652 +59%
FCM
16
Firestone Capital Management
Florida
$334K 12,026 +1,384 +13%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$272K 9,807 +9,807 New
Osaic Holdings
18
Osaic Holdings
Arizona
$262K 9,441 +744 +9%
PAG
19
Private Advisor Group
New Jersey
$233K 8,406 +8,406 New
GIA
20
Gladstone Institutional Advisory
Florida
$230K 8,283 +8,283 New
CFD
21
Creative Financial Designs
Indiana
$79K 2,862 +177 +7%
BFEC
22
Benjamin F. Edwards & Company
Missouri
$55K 2,000 +2,000 New
FPWM
23
FSB Premier Wealth Management
Iowa
$33K 1,205 +1,205 New
UBS Group
24
UBS Group
Switzerland
$20K 725 +321 +79%
SIAP
25
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$10K 350 +350 New
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