Global X Variable Rate Preferred ETF
PFFV
71 hedge funds and large institutions have $153M invested in Global X Variable Rate Preferred ETF in 2026 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 33 increasing their positions, 15 reducing their positions, and 3 closing their positions.
233% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 3
120% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 15
9% more funds holding
Funds holding: 65 → 71 (+6)
4% more capital invested
Capital invested by funds: $148M → $153M (+$5.66M)
0.07% more ownership
Funds ownership: 50.19% → 50.26% (+0.07%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$4.87M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.06M |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$696K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$621K |
| 5 |
LWP
LFG Wealth Partners
Elizabethtown,
Kentucky
|
+$593K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.01M |
| 2 |
PGAM
Princeton Global Asset Management
Princeton,
New Jersey
|
-$1.49M |
| 3 |
IAA
Ironsides Asset Advisors
Rocky Mount,
North Carolina
|
-$1.25M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$1.18M |
| 5 |
Jane Street
New York
|
-$653K |
PFFV Hedge Fund Activity: Q2 2026 in Review
71 of the 8,316 institutional investors tracked by Wall St. Rank reported a position in Global X Variable Rate Preferred ETF (PFFV) for Q2 2026, worth a combined $153M — up 3.8% from $148M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new PFFV positions and 3 closed out — a net gain of 7 holders — while 33 added to existing stakes and 15 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $4.87M. The largest seller was Osaic Holdings, cutting an estimated $2.01M.
- 71 institutional investors held Global X Variable Rate Preferred ETF (PFFV) as of Q2 2026, up from 65 in Q1 2026.
- Funds reported $153M of Global X Variable Rate Preferred ETF stock for Q2 2026, up 3.8% quarter-over-quarter.
- 10 funds opened new Global X Variable Rate Preferred ETF positions in Q2 2026 and 3 closed out, a net change of +7 holders.
- The largest Global X Variable Rate Preferred ETF buyer in Q2 2026 was Morgan Stanley, an estimated $4.87M added.
- The largest Global X Variable Rate Preferred ETF seller in Q2 2026 was Osaic Holdings, an estimated $2.01M sold.
Based on aggregated 13F filings for Q2 2026.