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Global X Variable Rate Preferred ETF
PFFV

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.

New
Increased
Maintained
Reduced
Closed

1,200% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 1

1,100% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 1

172% more capital invested

Capital invested by funds: $10M → $27.3M (+$17.3M)

86% more funds holding

Funds holding: 14 → 26 (+12)

12.5% more ownership

Funds ownership: 16.24% → 28.74% (+12%)

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
Paulson Wealth Management
Illinois
+$3.54M
2
PGAM
Princeton Global Asset Management
New Jersey
+$2.59M
3
IAA
Ironsides Asset Advisors
North Carolina
+$2.55M
4
Truist Financial
Truist Financial
North Carolina
+$948K
5
RW
RVW Wealth
California
+$686K

Top Sellers

1
Jane Street
Jane Street
New York
-$227K
2
CW
CreativeOne Wealth
Kansas
-$178K
Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1
Paulson Wealth Management
Illinois
$3.54M +$3.54M +127,538 New
EWM
2
Elmwood Wealth Management
California
$2.72M +$2.72M +98,203 New
PGAM
3
Princeton Global Asset Management
New Jersey
$2.62M +$2.59M +93,393 +10,377%
Truist Financial
4
Truist Financial
North Carolina
$2.61M +$948K +34,216 +57%
IAA
5
Ironsides Asset Advisors
North Carolina
$2.56M +$2.55M +92,120 New
BAM
6
Byrne Asset Management
New Jersey
$2.22M +$2.22M +80,050 New
CW
7
CreativeOne Wealth
Kansas
$2.17M -$178K -6,410 -8%
BFG
8
Beacon Financial Group
Texas
$1.65M +$204K +7,358 +14%
GWM
9
GSB Wealth Management
Connecticut
$1.43M +$292K +10,545 +26%
CIBC Private Wealth Group
10
CIBC Private Wealth Group
Georgia
$1.03M +$101K +3,650 +11%
SIA
11
SeaBridge Investment Advisors
New Jersey
$810K +$67.6K +2,440 +9%
TYCC
12
Texas Yale Capital Corp
Florida
$720K +$161K +5,800 +29%
RW
13
RVW Wealth
California
$686K +$686K +24,747 New
RIG
14
Roosevelt Investment Group
New York
$681K +$680K +24,545 New
GM
15
GeoWealth Management
Illinois
$347K +$129K +4,652 +59%
FCM
16
Firestone Capital Management
Florida
$334K +$38.4K +1,384 +13%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$272K +$272K +9,807 New
Osaic Holdings
18
Osaic Holdings
Arizona
$262K +$20.6K +744 +9%
PAG
19
Private Advisor Group
New Jersey
$233K +$233K +8,406 New
GIA
20
Gladstone Institutional Advisory
Florida
$230K +$230K +8,283 New
CFD
21
Creative Financial Designs
Indiana
$79K +$4.91K +177 +7%
BFEC
22
Benjamin F. Edwards & Company
Missouri
$55K +$55.4K +2,000 New
FPWM
23
FSB Premier Wealth Management
Iowa
$33K +$33.4K +1,205 New
UBS Group
24
UBS Group
Switzerland
$20K +$8.9K +321 +79%
SIAP
25
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$10K +$9.7K +350 New
1
2

PFFV Hedge Fund Activity: Q4 2021 in Review

26 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Global X Variable Rate Preferred ETF (PFFV) for Q4 2021, worth a combined $27.3M — up 172% from $10M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new PFFV positions and 1 closed out — a net gain of 12 holders — while 12 added to existing stakes and 1 trimmed.

The largest buyer was Paulson Wealth Management, opening a new position worth an estimated $3.54M. The largest seller was Jane Street, exiting entirely with an estimated $227K sold.

  • 26 institutional investors held Global X Variable Rate Preferred ETF (PFFV) as of Q4 2021, up from 14 in Q3 2021.
  • Funds reported $27.3M of Global X Variable Rate Preferred ETF stock for Q4 2021, up 172% quarter-over-quarter.
  • 13 funds opened new Global X Variable Rate Preferred ETF positions in Q4 2021 and 1 closed out, a net change of +12 holders.
  • The largest Global X Variable Rate Preferred ETF buyer in Q4 2021 was Paulson Wealth Management, an estimated $3.54M added.
  • The largest Global X Variable Rate Preferred ETF seller in Q4 2021 was Jane Street, an estimated $227K sold.

Based on aggregated 13F filings for Q4 2021.