Global X Variable Rate Preferred ETF
PFFV
59 hedge funds and large institutions have $123M invested in Global X Variable Rate Preferred ETF in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 18 increasing their positions, 24 reducing their positions, and 8 closing their positions.
63% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 8
7% more funds holding
Funds holding: 55 → 59 (+4)
5.48% less ownership
Funds ownership: 50.57% → 45.08% (-5.5%)
25% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 24
33% less capital inflows, than outflows
Capital inflows: $11.4M | Capital outflows: $17.1M
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.81M |
| 2 |
Bedel Financial Consulting
Indianapolis,
Indiana
|
+$1.25M |
| 3 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$977K |
| 4 |
BFS
Bard Financial Services
Branford,
Connecticut
|
+$760K |
| 5 |
Meridian Wealth Management
Lexington,
Kentucky
|
+$559K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Columbus Macro
New Castle,
Pennsylvania
|
-$3.15M |
| 2 |
IAA
Ironsides Asset Advisors
Rocky Mount,
North Carolina
|
-$1.89M |
| 3 |
RVW Wealth
Los Angeles,
California
|
-$1.56M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$1.52M |
| 5 |
Byrne Asset Management
Kingston,
New Jersey
|
-$1.2M |
PFFV Hedge Fund Activity: Q4 2022 in Review
59 of the 6,242 institutional investors tracked by Wall St. Rank reported a position in Global X Variable Rate Preferred ETF (PFFV) for Q4 2022, worth a combined $123M — down 8.9% from $135M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new PFFV positions and 8 closed out — a net gain of 5 holders — while 18 added to existing stakes and 24 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $1.81M. The largest seller was Columbus Macro, cutting an estimated $3.15M.
- 59 institutional investors held Global X Variable Rate Preferred ETF (PFFV) as of Q4 2022, up from 55 in Q3 2022.
- Funds reported $123M of Global X Variable Rate Preferred ETF stock for Q4 2022, down 8.9% quarter-over-quarter.
- 13 funds opened new Global X Variable Rate Preferred ETF positions in Q4 2022 and 8 closed out, a net change of +5 holders.
- The largest Global X Variable Rate Preferred ETF buyer in Q4 2022 was Susquehanna International Group, an estimated $1.81M added.
- The largest Global X Variable Rate Preferred ETF seller in Q4 2022 was Columbus Macro, an estimated $3.15M sold.
Based on aggregated 13F filings for Q4 2022.