Global X Variable Rate Preferred ETF
PFFV
36 hedge funds and large institutions have $41.5M invested in Global X Variable Rate Preferred ETF in 2022 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 17 increasing their positions, 4 reducing their positions, and 3 closing their positions.
333% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 3
325% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 4
52% more capital invested
Capital invested by funds: $27.3M → $41.5M (+$14.2M)
38% more funds holding
Funds holding: 26 → 36 (+10)
1.28% more ownership
Funds ownership: 28.74% → 30.02% (+1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFS
Bard Financial Services
Branford,
Connecticut
|
+$10.6M |
| 2 |
RW
RVW Wealth
Los Angeles,
California
|
+$1.08M |
| 3 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
+$964K |
| 4 |
BAM
Byrne Asset Management
Kingston,
New Jersey
|
+$755K |
| 5 |
Morgan Stanley
New York
|
+$549K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
-$1.03M |
| 2 |
EWM
Elmwood Wealth Management
Berkeley,
California
|
-$937K |
| 3 |
GIA
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
-$230K |
| 4 |
PWM
Paulson Wealth Management
Wheaton,
Illinois
|
-$128K |
| 5 |
BFG
Beacon Financial Group
Dallas,
Texas
|
-$99.9K |
PFFV Hedge Fund Activity: Q1 2022 in Review
36 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Global X Variable Rate Preferred ETF (PFFV) for Q1 2022, worth a combined $41.5M — up 52% from $27.3M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new PFFV positions and 3 closed out — a net gain of 10 holders — while 17 added to existing stakes and 4 trimmed.
The largest buyer was Bard Financial Services, opening a new position worth an estimated $10.6M. The largest seller was CIBC Private Wealth Group, exiting entirely with an estimated $1.03M sold.
- 36 institutional investors held Global X Variable Rate Preferred ETF (PFFV) as of Q1 2022, up from 26 in Q4 2021.
- Funds reported $41.5M of Global X Variable Rate Preferred ETF stock for Q1 2022, up 52% quarter-over-quarter.
- 13 funds opened new Global X Variable Rate Preferred ETF positions in Q1 2022 and 3 closed out, a net change of +10 holders.
- The largest Global X Variable Rate Preferred ETF buyer in Q1 2022 was Bard Financial Services, an estimated $10.6M added.
- The largest Global X Variable Rate Preferred ETF seller in Q1 2022 was CIBC Private Wealth Group, an estimated $1.03M sold.
Based on aggregated 13F filings for Q1 2022.