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Global X Variable Rate Preferred ETF
PFFV

59 hedge funds and large institutions have $87.5M invested in Global X Variable Rate Preferred ETF in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 17

8% more capital invested

Capital invested by funds: $80.9M → $87.5M (+$6.64M)

1.74% more ownership

Funds ownership: 31.15% → 32.89% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less funds holding

Funds holding: 61 → 59 (-2)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

Holders
59
Holders Change
-2
Holders Change %
-3.28%
% of All Funds
0.78%
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
17
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$3.76M
2
IAA
Ironsides Asset Advisors
North Carolina
+$2.36M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$1.5M
4
LPL Financial
LPL Financial
California
+$1.03M
5
Creative Planning
Creative Planning
Kansas
+$718K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.8M
2
LGW
Leslie Global Wealth
Illinois
-$1.13M
3
JP Morgan Chase
JP Morgan Chase
New York
-$1.02M
4
Truist Financial
Truist Financial
North Carolina
-$751K
5
HF
HRT Financial
New York
-$358K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$30.5M -$1.8M -74,717 -5%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$6.1M +$3.76M +156,595 +153%
BFC
3
Bedel Financial Consulting
Indiana
$5.41M -$125K -5,206 -2%
Creative Planning
4
Creative Planning
Kansas
$4.75M +$718K +29,850 +17%
IPAM
5
Investment Partners Asset Management
New Jersey
$3.75M +$162K +6,737 +4%
LGW
6
Leslie Global Wealth
Illinois
$3.65M -$1.13M -46,950 -23%
IAA
7
Ironsides Asset Advisors
North Carolina
$3.32M +$2.36M +98,341 +231%
LPL Financial
8
LPL Financial
California
$3.18M +$1.03M +43,003 +47%
PGAM
9
Princeton Global Asset Management
New Jersey
$2.08M +$13.9K +579 +0.7%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$1.96M +$1.5M +62,411 +299%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$1.92M +$240K +9,989 +14%
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
$1.78M +$456K +18,956 +34%
CMMS
13
Comprehensive Money Management Services
Florida
$1.43M +$1.45M +60,463 New
AFP
14
Ausdal Financial Partners
Iowa
$1.24M -$52.9K -2,200 -4%
SWM
15
Seed Wealth Management
Illinois
$1.18M – – –
IIA
16
Integral Investment Advisors
California
$990K +$94.4K +3,925 +10%
Bank of America
17
Bank of America
North Carolina
$912K +$171K +7,104 +22%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$842K +$244K +10,156 +40%
PFS
19
Prospera Financial Services
Texas
$783K -$44.5K -1,850 -5%
NWM
20
Napa Wealth Management
California
$765K -$152K -6,305 -16%
Comerica Bank
21
Comerica Bank
Texas
$761K -$71.9K -2,991 -8%
SWP
22
Stratos Wealth Partners
Ohio
$613K +$160K +6,649 +34%
BFG
23
Beacon Financial Group
Texas
$605K +$1.8K +75 +0.3%
WMA
24
West Michigan Advisors
Michigan
$564K +$331K +13,755 +136%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$530K +$540K +22,479 New
1
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PFFV Hedge Fund Activity: Q4 2024 in Review

59 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Global X Variable Rate Preferred ETF (PFFV) for Q4 2024, worth a combined $87.5M — up 8.2% from $80.9M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of PFFV and 8 opened new positions — a net loss of 2 holders — while 17 trimmed existing stakes and 26 added.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $3.76M. The largest seller was Morgan Stanley, cutting an estimated $1.8M.

  • 59 institutional investors held Global X Variable Rate Preferred ETF (PFFV) as of Q4 2024, down from 61 in Q3 2024.
  • Funds reported $87.5M of Global X Variable Rate Preferred ETF stock for Q4 2024, up 8.2% quarter-over-quarter.
  • 8 funds opened new Global X Variable Rate Preferred ETF positions in Q4 2024 and 10 closed out, a net change of -2 holders.
  • The largest Global X Variable Rate Preferred ETF buyer in Q4 2024 was Cambridge Investment Research Advisors, an estimated $3.76M added.
  • The largest Global X Variable Rate Preferred ETF seller in Q4 2024 was Morgan Stanley, an estimated $1.8M sold.

Based on aggregated 13F filings for Q4 2024.