Global X Variable Rate Preferred ETF
PFFV
42 hedge funds and large institutions have $135M invested in Global X Variable Rate Preferred ETF in 2022 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 19 increasing their positions, 8 reducing their positions, and 6 closing their positions.
227% more capital invested
Capital invested by funds: $41.5M → $135M (+$94M)
138% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 8
100% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 6
23.55% more ownership
Funds ownership: 30.02% → 53.57% (+24%)
17% more funds holding
Funds holding: 36 → 42 (+6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$72.6M |
| 2 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
+$10.9M |
| 3 |
Morgan Stanley
New York
|
+$6.93M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.37M |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
+$2.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWM
Elmwood Wealth Management
Berkeley,
California
|
-$488K |
| 2 |
PGAM
Princeton Global Asset Management
Princeton,
New Jersey
|
-$311K |
| 3 |
AWM
Accurate Wealth Management
Wesley Chapel,
Florida
|
-$231K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$227K |
| 5 |
AA
AlphaMark Advisors
Ft. Wright,
Kentucky
|
-$221K |
PFFV Hedge Fund Activity: Q2 2022 in Review
42 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in Global X Variable Rate Preferred ETF (PFFV) for Q2 2022, worth a combined $135M — up 227% from $41.5M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new PFFV positions and 6 closed out — a net gain of 6 holders — while 19 added to existing stakes and 8 trimmed.
The largest buyer was Gradient Investments, opening a new position worth an estimated $72.6M. The largest seller was Elmwood Wealth Management, cutting an estimated $488K.
- 42 institutional investors held Global X Variable Rate Preferred ETF (PFFV) as of Q2 2022, up from 36 in Q1 2022.
- Funds reported $135M of Global X Variable Rate Preferred ETF stock for Q2 2022, up 227% quarter-over-quarter.
- 12 funds opened new Global X Variable Rate Preferred ETF positions in Q2 2022 and 6 closed out, a net change of +6 holders.
- The largest Global X Variable Rate Preferred ETF buyer in Q2 2022 was Gradient Investments, an estimated $72.6M added.
- The largest Global X Variable Rate Preferred ETF seller in Q2 2022 was Elmwood Wealth Management, an estimated $488K sold.
Based on aggregated 13F filings for Q2 2022.