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Global X Variable Rate Preferred ETF
PFFV

63 hedge funds and large institutions have $71.2M invested in Global X Variable Rate Preferred ETF in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

5% more funds holding

Funds holding: 60 → 63 (+3)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

6.87% less ownership

Funds ownership: 35.69% → 28.83% (-6.9%)

10% less capital invested

Capital invested by funds: $78.8M → $71.2M (-$7.6M)

20% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 25

Holders
63
Holders Change
+3
Holders Change %
+5%
% of All Funds
0.91%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
10
Increased
20
Reduced
25
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$2M
2
AFP
Ausdal Financial Partners
Iowa
+$1.23M
3
Stifel Financial
Stifel Financial
Missouri
+$1.05M
4
IAA
Ironsides Asset Advisors
North Carolina
+$897K
5
CA
Cetera Advisors
Colorado
+$778K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$5.58M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.66M
3
CM
Columbus Macro
Pennsylvania
-$2.37M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$2.18M
5
LPL Financial
LPL Financial
California
-$1.61M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$19.4M -$5.58M -236,408 -22%
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$9.13M +$2M +84,582 +28%
BFC
3
Bedel Financial Consulting
Indiana
$5.83M -$207K -8,759 -3%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$4.29M -$3.66M -155,087 -46%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$3.33M -$2.18M -92,410 -40%
IPAM
6
Investment Partners Asset Management
New Jersey
$3.16M +$83.4K +3,535 +3%
Creative Planning
7
Creative Planning
Kansas
$2.16M +$312K +13,220 +17%
PGAM
8
Princeton Global Asset Management
New Jersey
$2.04M -$77.9K -3,301 -4%
LPL Financial
9
LPL Financial
California
$1.83M -$1.61M -68,107 -47%
SWM
10
Seed Wealth Management
Illinois
$1.4M -$89.6K -3,800 -6%
AFP
11
Ausdal Financial Partners
Iowa
$1.23M +$1.23M +52,037 New
IAA
12
Ironsides Asset Advisors
North Carolina
$1.19M +$897K +38,030 +312%
Truist Financial
13
Truist Financial
North Carolina
$1.16M -$112K -4,745 -9%
Rockefeller Capital Management
14
Rockefeller Capital Management
New York
$1.15M +$68.7K +2,912 +6%
Stifel Financial
15
Stifel Financial
Missouri
$1.05M +$1.05M +44,298 New
CA
16
Cetera Advisors
Colorado
$994K +$778K +32,993 +367%
PFS
17
Prospera Financial Services
Texas
$838K +$45.4K +1,925 +6%
CRWM
18
Castle Rock Wealth Management
California
$800K -$76K -3,222 -9%
Comerica Bank
19
Comerica Bank
Texas
$681K +$56K +2,372 +9%
SWP
20
Strategic Wealth Partners
Ohio
$636K -$19.9K -843 -3%
BFG
21
Beacon Financial Group
Texas
$620K -$40.4K -1,713 -6%
Jane Street
22
Jane Street
New York
$560K +$332K +14,059 +147%
CAN
23
Cetera Advisor Networks
California
$532K -$227K -9,632 -30%
WKWM
24
Walter & Keenan Wealth Management
Indiana
$515K -$46.6K -1,977 -8%
PWM
25
Paulson Wealth Management
Illinois
$510K -$73.9K -3,131 -13%
1
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PFFV Hedge Fund Activity: Q1 2024 in Review

63 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Global X Variable Rate Preferred ETF (PFFV) for Q1 2024, worth a combined $71.2M — down 9.6% from $78.8M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new PFFV positions and 7 closed out — a net gain of 3 holders — while 20 added to existing stakes and 25 trimmed.

The largest buyer was Janney Montgomery Scott, adding an estimated $2M. The largest seller was Morgan Stanley, cutting an estimated $5.58M.

  • 63 institutional investors held Global X Variable Rate Preferred ETF (PFFV) as of Q1 2024, up from 60 in Q4 2023.
  • Funds reported $71.2M of Global X Variable Rate Preferred ETF stock for Q1 2024, down 9.6% quarter-over-quarter.
  • 10 funds opened new Global X Variable Rate Preferred ETF positions in Q1 2024 and 7 closed out, a net change of +3 holders.
  • The largest Global X Variable Rate Preferred ETF buyer in Q1 2024 was Janney Montgomery Scott, an estimated $2M added.
  • The largest Global X Variable Rate Preferred ETF seller in Q1 2024 was Morgan Stanley, an estimated $5.58M sold.

Based on aggregated 13F filings for Q1 2024.