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Global X Variable Rate Preferred ETF
PFFV

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
+7
Holders Change %
+11.86%
% of All Funds
0.9%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
13
Increased
28
Reduced
16
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AI
AXS Investments
New York
+$6.47M
2
Bank of America
Bank of America
North Carolina
+$4.77M
3
Morgan Stanley
Morgan Stanley
New York
+$3.58M
4
TW
Trajan Wealth
Arizona
+$2.43M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$2.19M

Top Sellers

1
SWM
Seed Wealth Management
Illinois
-$389K
2
GWM
GSB Wealth Management
Connecticut
-$213K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$130K
4
BFG
Beacon Financial Group
Texas
-$95.3K
5
NWM
Napa Wealth Management
California
-$90.2K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$34.2M +$3.58M +151,434 +12%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$6.99M +$864K +36,525 +14%
AI
3
AXS Investments
New York
$6.47M +$6.47M +273,450 New
Bank of America
4
Bank of America
North Carolina
$5.69M +$4.77M +201,690 +521%
IAA
5
Ironsides Asset Advisors
North Carolina
$5.38M +$2.05M +86,713 +62%
BFC
6
Bedel Financial Consulting
Indiana
$5.24M +$9.4K +407 +0.2%
Creative Planning
7
Creative Planning
Kansas
$5.16M +$387K +16,372 +8%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$4.16M +$2.19M +92,533 +111%
IPAM
9
Investment Partners Asset Management
New Jersey
$3.95M +$185K +7,832 +5%
LGW
10
Leslie Global Wealth
Illinois
$3.65M -$20K -845 -0.5%
LPL Financial
11
LPL Financial
California
$3.41M +$211K +8,926 +7%
TW
12
Trajan Wealth
Arizona
$2.43M +$2.43M +102,760 New
PGAM
13
Princeton Global Asset Management
New Jersey
$2.22M +$128K +5,397 +6%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$1.97M +$43.7K +1,847 +2%
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$1.79M +$9.87K +417 +0.6%
CMMS
16
Comprehensive Money Management Services
Florida
$1.46M +$31.9K +1,350 +2%
Raymond James Financial
17
Raymond James Financial
Florida
$1.41M +$1.41M +59,673 New
AFP
18
Ausdal Financial Partners
Iowa
$1.36M +$118K +4,977 +9%
CWM
19
Congress Wealth Management
Massachusetts
$1.29M +$909K +38,403 +241%
IIA
20
Integral Investment Advisors
California
$1.2M +$202K +8,537 +20%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$1.14M +$294K +12,410 +35%
GAM
22
Gotham Asset Management
New York
$986K +$986K +41,672 New
SWM
23
Seed Wealth Management
Illinois
$791K -$389K -16,450 -33%
Comerica Bank
24
Comerica Bank
Texas
$762K -$1.82K -77 -0.2%
PFS
25
Prospera Financial Services
Texas
$699K -$87.7K -3,705 -11%
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