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Global X Variable Rate Preferred ETF
PFFV

Overview Fund Activity

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.

Holders
59
Holders Change
-2
Holders Change %
-3.28%
% of All Funds
0.79%
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
1
Cambridge Investment Research Advisors
Iowa
$6.1M
2
IAA
2
Ironsides Asset Advisors
North Carolina
$3.32M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$1.96M
4
CMMS
4
Comprehensive Money Management Services
Florida
$1.43M
5
LPL Financial
5
LPL Financial
California
$3.18M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$30.5M
2
LGW
2
Leslie Global Wealth
Illinois
$3.65M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$22.8K
4
Truist Financial
4
Truist Financial
North Carolina
$401K
5
HF
5
HRT Financial
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$30.5M 1,294,017 -74,717 -5%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$6.1M 258,814 +156,595 +153%
BFC
3
Bedel Financial Consulting
Indiana
$5.41M 226,252 -5,206 -2%
Creative Planning
4
Creative Planning
Kansas
$4.75M 201,656 +29,850 +17%
IPAM
5
Investment Partners Asset Management
New Jersey
$3.75M 159,030 +6,737 +4%
LGW
6
Leslie Global Wealth
Illinois
$3.65M 155,056 -46,950 -23%
IAA
7
Ironsides Asset Advisors
North Carolina
$3.32M 140,837 +98,341 +231%
LPL Financial
8
LPL Financial
California
$3.18M 135,069 +43,003 +47%
PGAM
9
Princeton Global Asset Management
New Jersey
$2.08M 88,326 +579 +0.7%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$1.96M 83,317 +62,411 +299%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$1.92M 81,496 +9,989 +14%
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
$1.78M 75,392 +18,956 +34%
CMMS
13
Comprehensive Money Management Services
Florida
$1.43M 60,463 +60,463 New
AFP
14
Ausdal Financial Partners
Iowa
$1.24M 52,446 -2,200 -4%
SWM
15
Seed Wealth Management
Illinois
$1.18M 49,875 – –
IIA
16
Integral Investment Advisors
California
$990K 42,020 +3,925 +10%
Bank of America
17
Bank of America
North Carolina
$912K 38,710 +7,104 +22%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$842K 35,726 +10,156 +40%
PFS
19
Prospera Financial Services
Texas
$783K 33,238 -1,850 -5%
NWM
20
Napa Wealth Management
California
$765K 32,453 -6,305 -16%
Comerica Bank
21
Comerica Bank
Texas
$761K 32,292 -2,991 -8%
SWP
22
Stratos Wealth Partners
Ohio
$613K 26,000 +6,649 +34%
BFG
23
Beacon Financial Group
Texas
$605K 25,648 +75 +0.3%
WMA
24
West Michigan Advisors
Michigan
$564K 23,854 +13,755 +136%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$530K 22,479 +22,479 New
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