Global X Variable Rate Preferred ETF
PFFV
56 hedge funds and large institutions have $64.3M invested in Global X Variable Rate Preferred ETF in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 25 reducing their positions, and 9 closing their positions.
5% less funds holding
Funds holding: 59 → 56 (-3)
10.6% less ownership
Funds ownership: 40.69% → 30.08% (-11%)
20% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 25
33% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 9
42% less capital invested
Capital invested by funds: $110M → $64.3M (-$45.8M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| 1 |
Rockefeller Capital Management
New York
|
+$4.86M |
| 2 |
LPL Financial
San Diego,
California
|
+$2.54M |
| 3 |
SWM
Seed Wealth Management
Evanston,
Illinois
|
+$922K |
| 4 |
KTC
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
+$493K |
| 5 |
Jane Street
New York
|
+$306K |
Top Sellers
PFFV Hedge Fund Activity: Q2 2023 in Review
56 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Global X Variable Rate Preferred ETF (PFFV) for Q2 2023, worth a combined $64.3M — down 42% from $110M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of PFFV and 6 opened new positions — a net loss of 3 holders — while 25 trimmed existing stakes and 20 added.
The largest buyer was Rockefeller Capital Management, opening a new position worth an estimated $4.86M. The largest seller was Gradient Investments, cutting an estimated $40.6M.
- 56 institutional investors held Global X Variable Rate Preferred ETF (PFFV) as of Q2 2023, down from 59 in Q1 2023.
- Funds reported $64.3M of Global X Variable Rate Preferred ETF stock for Q2 2023, down 42% quarter-over-quarter.
- 6 funds opened new Global X Variable Rate Preferred ETF positions in Q2 2023 and 9 closed out, a net change of -3 holders.
- The largest Global X Variable Rate Preferred ETF buyer in Q2 2023 was Rockefeller Capital Management, an estimated $4.86M added.
- The largest Global X Variable Rate Preferred ETF seller in Q2 2023 was Gradient Investments, an estimated $40.6M sold.
Based on aggregated 13F filings for Q2 2023.