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Global X Variable Rate Preferred ETF
PFFV

64 hedge funds and large institutions have $82.8M invested in Global X Variable Rate Preferred ETF in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

37% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 19

16% more capital invested

Capital invested by funds: $71.2M → $82.8M (+$11.6M)

4.17% more ownership

Funds ownership: 28.83% → 33% (+4.2%)

2% more funds holding

Funds holding: 63 → 64 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
64
Holders Change
+1
Holders Change %
+1.59%
% of All Funds
0.92%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
8
Increased
26
Reduced
19
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$8.56M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$1.13M
3
Creative Planning
Creative Planning
Kansas
+$937K
4
NWM
Napa Wealth Management
California
+$674K
5
GRP
Global Retirement Partners
California
+$380K

Top Sellers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$2.8M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.63M
3
Stifel Financial
Stifel Financial
Missouri
-$347K
4
Jane Street
Jane Street
New York
-$317K
5
Citadel Advisors
Citadel Advisors
Florida
-$253K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$27.9M +$8.56M +363,857 +45%
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$9.25M +$132K +5,610 +1%
BFC
3
Bedel Financial Consulting
Indiana
$5.72M -$103K -4,378 -2%
LGW
4
Leslie Global Wealth
Illinois
$4.48M +$4.46M +189,447 New
IPAM
5
Investment Partners Asset Management
New Jersey
$3.43M +$266K +11,307 +8%
Creative Planning
6
Creative Planning
Kansas
$3.1M +$937K +39,827 +44%
LPL Financial
7
LPL Financial
California
$2.11M +$279K +11,859 +15%
PGAM
8
Princeton Global Asset Management
New Jersey
$2.04M +$8.82K +375 +0.4%
SA
9
Sanctuary Advisors
Indiana
$1.75M +$1.77M +75,373 New
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$1.63M -$2.63M -111,851 -62%
AFP
11
Ausdal Financial Partners
Iowa
$1.29M +$62.1K +2,640 +5%
Truist Financial
12
Truist Financial
North Carolina
$1.28M +$128K +5,426 +11%
Rockefeller Capital Management
13
Rockefeller Capital Management
New York
$1.25M +$102K +4,337 +9%
SWM
14
Seed Wealth Management
Illinois
$1.19M -$208K -8,830 -15%
CRWM
15
Castle Rock Wealth Management
California
$1.17M +$361K +15,351 +45%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.14M +$1.13M +48,043 New
IAA
17
Ironsides Asset Advisors
North Carolina
$1.02M -$169K -7,200 -14%
PFS
18
Prospera Financial Services
Texas
$830K -$6.59K -280 -0.8%
Comerica Bank
19
Comerica Bank
Texas
$814K +$133K +5,666 +20%
Stifel Financial
20
Stifel Financial
Missouri
$699K -$347K -14,744 -33%
NWM
21
Napa Wealth Management
California
$677K +$674K +28,640 New
BFG
22
Beacon Financial Group
Texas
$603K -$16.4K -696 -3%
SWP
23
Strategic Wealth Partners
Ohio
$556K -$78.5K -3,334 -12%
WKWM
24
Walter & Keenan Wealth Management
Indiana
$514K – – –
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$505K -$2.8M -119,149 -85%
1
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PFFV Hedge Fund Activity: Q2 2024 in Review

64 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Global X Variable Rate Preferred ETF (PFFV) for Q2 2024, worth a combined $82.8M — up 16% from $71.2M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new PFFV positions and 5 closed out — a net gain of 3 holders — while 26 added to existing stakes and 19 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $8.56M. The largest seller was Cetera Investment Advisers, cutting an estimated $2.8M.

  • 64 institutional investors held Global X Variable Rate Preferred ETF (PFFV) as of Q2 2024, up from 63 in Q1 2024.
  • Funds reported $82.8M of Global X Variable Rate Preferred ETF stock for Q2 2024, up 16% quarter-over-quarter.
  • 8 funds opened new Global X Variable Rate Preferred ETF positions in Q2 2024 and 5 closed out, a net change of +3 holders.
  • The largest Global X Variable Rate Preferred ETF buyer in Q2 2024 was Morgan Stanley, an estimated $8.56M added.
  • The largest Global X Variable Rate Preferred ETF seller in Q2 2024 was Cetera Investment Advisers, an estimated $2.8M sold.

Based on aggregated 13F filings for Q2 2024.