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Global X Variable Rate Preferred ETF

68 hedge funds and large institutions have $161M invested in Global X Variable Rate Preferred ETF in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more capital invested

Capital invested by funds: $125M → $161M (+$35.2M)

18% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 22

9.78% more ownership

Funds ownership: 41.3%51.07% (+9.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

1% less funds holding

Funds holding: 6968 (-1)

Holders
68
Holders Change
-1
Holders Change %
-1.45%
% of All Funds
0.89%
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
22
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$43.7M +$1.41M +61,004 +3%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$12M +$10.1M +437,637 +532%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$11M +$9.93M +429,656 +896%
CM
4
Columbus Macro
Pennsylvania
$10.2M +$10.2M +439,536 New
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$7.58M +$1.28M +55,367 +20%
IAA
6
Ironsides Asset Advisors
North Carolina
$6.65M +$1.38M +59,802 +26%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$5.5M -$34.7K -1,501 -0.6%
LPL Financial
8
LPL Financial
California
$5.42M +$939K +40,636 +21%
Creative Planning
9
Creative Planning
Kansas
$5.07M -$22.6K -976 -0.4%
BFC
10
Bedel Financial Consulting
Indiana
$5.02M -$212K -9,163 -4%
IPAM
11
Investment Partners Asset Management
New Jersey
$4.83M +$400K +17,305 +9%
Osaic Holdings
12
Osaic Holdings
Arizona
$4.37M +$4.04M +174,980 +1,254%
AI
13
AXS Investments
New York
$4.16M -$760K -32,896 -15%
LGW
14
Leslie Global Wealth
Illinois
$3.65M -$145K -6,284 -4%
Bank of America
15
Bank of America
North Carolina
$2.41M -$3.53M -152,863 -59%
IIA
16
Integral Investment Advisors
California
$2.38M +$515K +22,267 +28%
PGAM
17
Princeton Global Asset Management
New Jersey
$2.22M +$28.8K +1,246 +1%
TW
18
Trajan Wealth
Arizona
$2.06M -$175K -7,589 -8%
AMG
19
APS Management Group
California
$1.88M +$1.88M +81,343 New
GAM
20
Gotham Asset Management
New York
$1.82M
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$1.81M -$43.5K -1,881 -2%
Raymond James Financial
22
Raymond James Financial
Florida
$1.52M +$122K +5,295 +9%
CMMS
23
Comprehensive Money Management Services
Florida
$1.41M +$32.4K +1,400 +2%
SS
24
SBI Securities
Japan
$741K -$33.3K -1,440 -4%
Comerica Bank
25
Comerica Bank
Texas
$728K -$29.1K -1,258 -4%

PFFV Hedge Fund Activity: Q3 2025 in Review

68 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Global X Variable Rate Preferred ETF (PFFV) for Q3 2025, worth a combined $161M — up 28% from $125M a quarter earlier.

Fund positioning in PFFV was balanced in Q3 2025: 8 funds opened new positions, 8 closed out, 26 added to existing stakes and 22 trimmed.

The largest buyer was Columbus Macro, opening a new position worth an estimated $10.2M. The largest seller was Bank of America, cutting an estimated $3.53M.

  • 68 institutional investors held Global X Variable Rate Preferred ETF (PFFV) as of Q3 2025, down from 69 in Q2 2025.
  • Funds reported $161M of Global X Variable Rate Preferred ETF stock for Q3 2025, up 28% quarter-over-quarter.
  • 8 funds opened new Global X Variable Rate Preferred ETF positions in Q3 2025 and 8 closed out, a net change of 0 holders.
  • The largest Global X Variable Rate Preferred ETF buyer in Q3 2025 was Columbus Macro, an estimated $10.2M added.
  • The largest Global X Variable Rate Preferred ETF seller in Q3 2025 was Bank of America, an estimated $3.53M sold.

Based on aggregated 13F filings for Q3 2025.