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.
121% more capital inflows, than outflows
Capital inflows: $15.2M | Capital outflows: $6.87M
53% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 17
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$3.76M |
| 2 |
IAA
Ironsides Asset Advisors
Rocky Mount,
North Carolina
|
+$2.36M |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$1.5M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.03M |
| 5 |
Creative Planning
Overland Park,
Kansas
|
+$718K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.8M |
| 2 |
Leslie Global Wealth
Itasca,
Illinois
|
-$1.13M |
| 3 |
JP Morgan Chase
New York
|
-$1.02M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
-$751K |
| 5 |
HRT Financial
New York
|
-$358K |
PFFV Hedge Fund Activity: Q4 2024 in Review
59 of the 7,617 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.