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Global X Variable Rate Preferred ETF

69 hedge funds and large institutions have $133M invested in Global X Variable Rate Preferred ETF in 2025 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 22 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 11

1% more funds holding

Funds holding: 6869 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 22

5.85% less ownership

Funds ownership: 51.07%45.22% (-5.9%)

17% less capital invested

Capital invested by funds: $161M → $133M (-$27.9M)

Holders
69
Holders Change
+1
Holders Change %
+1.47%
% of All Funds
0.84%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
21
Reduced
22
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$48.3M +$6.39M +281,237 +15%
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$8.21M +$936K +41,194 +13%
LPL Financial
3
LPL Financial
California
$5.82M +$620K +27,287 +12%
IAA
4
Ironsides Asset Advisors
North Carolina
$5.73M -$668K -29,396 -10%
IPAM
5
Investment Partners Asset Management
New Jersey
$5.21M +$572K +25,180 +12%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$4.87M -$433K -19,052 -8%
BFC
7
Bedel Financial Consulting
Indiana
$4.18M -$656K -28,867 -13%
LGW
8
Leslie Global Wealth
Illinois
$3.76M +$256K +11,272 +7%
Creative Planning
9
Creative Planning
Kansas
$3.73M -$1.18M -51,710 -24%
BEI
10
Benjamin Edwards Inc
Missouri
$3.09M +$3.16M +139,154 New
Bank of America
11
Bank of America
North Carolina
$2.88M +$578K +25,426 +24%
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
$2.87M +$1.15M +50,579 +64%
IIA
13
Integral Investment Advisors
California
$2.45M +$170K +7,499 +7%
Osaic Holdings
14
Osaic Holdings
Arizona
$2.35M -$1.89M -83,305 -44%
LWP
15
LFG Wealth Partners
Kentucky
$2.06M +$2.11M +92,723 New
PGAM
16
Princeton Global Asset Management
New Jersey
$2M -$130K -5,731 -6%
TW
17
Trajan Wealth
Arizona
$1.98M +$1.64K +72 +0.1%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$1.97M -$9.8M -431,092 -83%
AMG
19
APS Management Group
California
$1.8M -$6.23K -274 -0.3%
GAM
20
Gotham Asset Management
New York
$1.75M
Raymond James Financial
21
Raymond James Financial
Florida
$1.52M +$57.3K +2,519 +4%
CMMS
22
Comprehensive Money Management Services
Florida
$1.39M +$43K +1,890 +3%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$961K -$9.87M -434,376 -91%
Citadel Advisors
24
Citadel Advisors
Florida
$836K +$855K +37,613 New
Comerica Bank
25
Comerica Bank
Texas
$782K +$83.4K +3,668 +12%

PFFV Hedge Fund Activity: Q4 2025 in Review

69 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Global X Variable Rate Preferred ETF (PFFV) for Q4 2025, worth a combined $133M — down 17% from $161M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new PFFV positions and 11 closed out — a net gain of 2 holders — while 21 added to existing stakes and 22 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $6.39M. The largest seller was Columbus Macro, exiting entirely with an estimated $10.2M sold.

  • 69 institutional investors held Global X Variable Rate Preferred ETF (PFFV) as of Q4 2025, up from 68 in Q3 2025.
  • Funds reported $133M of Global X Variable Rate Preferred ETF stock for Q4 2025, down 17% quarter-over-quarter.
  • 13 funds opened new Global X Variable Rate Preferred ETF positions in Q4 2025 and 11 closed out, a net change of +2 holders.
  • The largest Global X Variable Rate Preferred ETF buyer in Q4 2025 was Morgan Stanley, an estimated $6.39M added.
  • The largest Global X Variable Rate Preferred ETF seller in Q4 2025 was Columbus Macro, an estimated $10.2M sold.

Based on aggregated 13F filings for Q4 2025.