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Global X Variable Rate Preferred ETF

65 hedge funds and large institutions have $148M invested in Global X Variable Rate Preferred ETF in 2026 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 18 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 18

11% more capital invested

Capital invested by funds: $133M → $148M (+$15M)

4.96% more ownership

Funds ownership: 45.22%50.19% (+5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less funds holding

Funds holding: 6965 (-4)

15% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 13

Holders
65
Holders Change
-4
Holders Change %
-5.8%
% of All Funds
0.8%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
25
Reduced
18
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$50M +$2.66M +118,961 +5%
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$14.9M +$6.98M +311,788 +84%
LPL Financial
3
LPL Financial
California
$5.71M +$291 +13 +0%
IAA
4
Ironsides Asset Advisors
North Carolina
$5.62M -$10.4K -463 -0.2%
IPAM
5
Investment Partners Asset Management
New Jersey
$5.54M +$434K +19,384 +8%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$5.12M +$348K +15,549 +7%
FWM
7
Foguth Wealth Management
Michigan
$4.62M +$4.63M +206,620 New
Osaic Holdings
8
Osaic Holdings
Arizona
$4.26M +$2.01M +89,549 +85%
BFC
9
Bedel Financial Consulting
Indiana
$3.64M -$482K -21,537 -11%
LGW
10
Leslie Global Wealth
Illinois
$3.49M -$216K -9,653 -6%
GAM
11
Gotham Asset Management
New York
$3.18M +$1.5M +66,910 +85%
Creative Planning
12
Creative Planning
Kansas
$3.15M -$528K -23,548 -14%
BEI
13
Benjamin Edwards Inc
Missouri
$2.97M -$71.5K -3,191 -2%
Bank of America
14
Bank of America
North Carolina
$2.96M +$138K +6,153 +5%
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$2.84M +$29.7K +1,325 +1%
IIA
16
Integral Investment Advisors
California
$2.37M -$43K -1,920 -2%
PGAM
17
Princeton Global Asset Management
New Jersey
$2.23M +$269K +12,027 +13%
LWP
18
LFG Wealth Partners
Kentucky
$2.21M +$196K +8,738 +9%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$2.1M +$169K +7,555 +9%
TW
20
Trajan Wealth
Arizona
$2.1M +$158K +7,033 +8%
AMG
21
APS Management Group
California
$1.81M +$38.6K +1,721 +2%
Raymond James Financial
22
Raymond James Financial
Florida
$1.62M +$127K +5,676 +8%
CMMS
23
Comprehensive Money Management Services
Florida
$1.51M +$141K +6,300 +10%
UBS Group
24
UBS Group
Switzerland
$1.16M +$1.14M +51,101 +2,488%
TYCC
25
Texas Yale Capital Corp
Florida
$1.11M +$430K +19,213 +60%

PFFV Hedge Fund Activity: Q1 2026 in Review

65 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Global X Variable Rate Preferred ETF (PFFV) for Q1 2026, worth a combined $148M — up 11% from $133M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of PFFV and 11 opened new positions — a net loss of 2 holders — while 18 trimmed existing stakes and 25 added.

The largest buyer was Janney Montgomery Scott, adding an estimated $6.98M. The largest seller was Citadel Advisors, exiting entirely with an estimated $836K sold.

  • 65 institutional investors held Global X Variable Rate Preferred ETF (PFFV) as of Q1 2026, down from 69 in Q4 2025.
  • Funds reported $148M of Global X Variable Rate Preferred ETF stock for Q1 2026, up 11% quarter-over-quarter.
  • 11 funds opened new Global X Variable Rate Preferred ETF positions in Q1 2026 and 13 closed out, a net change of -2 holders.
  • The largest Global X Variable Rate Preferred ETF buyer in Q1 2026 was Janney Montgomery Scott, an estimated $6.98M added.
  • The largest Global X Variable Rate Preferred ETF seller in Q1 2026 was Citadel Advisors, an estimated $836K sold.

Based on aggregated 13F filings for Q1 2026.