Who Owns PFFV?
Global X - Variable Rate Preferred ETF — Institutional Ownership & 13F Holdings
$22.26
-0.14 (-0.63%)
Market Cap
$297.6M
Shares Outstanding
13,080,620
Institutional Holders
67
Total Inst. Value
$98.8M
% of Float Held
—
QoQ Holder Change
+18
Institutional data as of Q1 2025
New Positions
21
Closed Positions
6
Increased
24
Decreased
15
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | MORGAN STANLEY | $34.2M | 1,445,451 |
| 2 | Cambridge Investment Research Advisors, Inc. | $7.0M | 295,339 |
| 3 | AXS Investments LLCNew | $6.5M | 273,450 |
| 4 | BANK OF AMERICA CORP /DE/ | $5.7M | 240,400 |
| 5 | Ironsides Asset Advisors, LLC | $5.4M | 227,550 |
| 6 | Janney Montgomery Scott LLCNew | $4.2M | 175,850 |
| 7 | Investment Partners Asset Management, Inc.New | $3.9M | 166,862 |
| 8 | Leslie Global Wealth, LLC | $3.6M | 154,211 |
| 9 | Trajan Wealth LLCNew | $2.4M | 102,760 |
| 10 | Princeton Global Asset Management LLC | $2.2M | 93,723 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| MORGAN STANLEY | +151K | $34.2M |
| Cambridge Investment Research Advisors, Inc. | +37K | $7.0M |
| AXS Investments LLCNew | +273K | $6.5M |
| BANK OF AMERICA CORP /DE/ | +202K | $5.7M |
| Ironsides Asset Advisors, LLC | +87K | $5.4M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -6K | $401K |
| BEACON FINANCIAL GROUP | -4K | $511K |
| NAPA WEALTH MANAGEMENT | -4K | $678K |
| Prospera Financial Services Inc | -4K | $699K |
| CreativeOne Wealth, LLC | -2K | $370K |
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Frequently Asked Questions
How many institutional investors hold PFFV?
As of Q1 2025, 67 institutional investors report holding PFFV (Global X - Variable Rate Preferred ETF) in their 13F filings.
Which hedge fund owns the most PFFV?
The largest institutional holder of PFFV is MORGAN STANLEY with $34.2M in shares.
Are institutions buying or selling PFFV?
This quarter, 21 institutions opened new positions in PFFV and 6 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.