Global X Variable Rate Preferred ETF
PFFV
66 hedge funds and large institutions have $115M invested in Global X Variable Rate Preferred ETF in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 16 reducing their positions, and 4 closing their positions.
225% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 4
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
75% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 16
31% more capital invested
Capital invested by funds: $87.5M → $115M (+$27.5M)
12% more funds holding
Funds holding: 59 → 66 (+7)
4.58% more ownership
Funds ownership: 32.89% → 37.47% (+4.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
AXS Investments
Port Chester,
New York
|
+$6.53M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$4.81M |
| 3 |
Morgan Stanley
New York
|
+$3.61M |
| 4 |
TW
Trajan Wealth
Scottsdale,
Arizona
|
+$2.45M |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$2.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWM
Seed Wealth Management
Evanston,
Illinois
|
-$393K |
| 2 |
GWM
GSB Wealth Management
Guilford,
Connecticut
|
-$213K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$132K |
| 4 |
BFG
Beacon Financial Group
Dallas,
Texas
|
-$96.2K |
| 5 |
NWM
Napa Wealth Management
Napa,
California
|
-$91K |
PFFV Hedge Fund Activity: Q1 2025 in Review
66 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Global X Variable Rate Preferred ETF (PFFV) for Q1 2025, worth a combined $115M — up 31% from $87.5M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new PFFV positions and 4 closed out — a net gain of 9 holders — while 28 added to existing stakes and 16 trimmed.
The largest buyer was AXS Investments, opening a new position worth an estimated $6.53M. The largest seller was Seed Wealth Management, cutting an estimated $393K.
- 66 institutional investors held Global X Variable Rate Preferred ETF (PFFV) as of Q1 2025, up from 59 in Q4 2024.
- Funds reported $115M of Global X Variable Rate Preferred ETF stock for Q1 2025, up 31% quarter-over-quarter.
- 13 funds opened new Global X Variable Rate Preferred ETF positions in Q1 2025 and 4 closed out, a net change of +9 holders.
- The largest Global X Variable Rate Preferred ETF buyer in Q1 2025 was AXS Investments, an estimated $6.53M added.
- The largest Global X Variable Rate Preferred ETF seller in Q1 2025 was Seed Wealth Management, an estimated $393K sold.
Based on aggregated 13F filings for Q1 2025.