Global X Variable Rate Preferred
PFFV • ARCA
Global X Variable Rate Preferred is an exchange-traded fund on ARCA. As of Q3 2025, 69 institutional investors hold shares in this ETF, with total holdings valued at $158.7M. MORGAN STANLEY is the largest holder with a position valued at $43.7M.
Overview
Overview of institutional ownership in PFFV as of Q3 2025
All Institutions
- Institutions
- 69
- Value Held
- $158.7M
- Shares Held
- 6.9M
- Avg Position
- $2.3M
- Median Position
- $512.4K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $1.8M
- Shares Held
- 78.7K
- Avg Position
- $1.8M
- Median Position
- $1.8M
Biggest Investors
Institutions with the largest positions in PFFV as of Q3 2025
| Institution | Position Value |
|---|---|
 MORGAN STANLEY RIA/Wealth | $43.7M 0.00% of portfolio |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $12.0M 0.00% of portfolio |
 Cetera Investment Advisers RIA/Wealth | $11.0M 0.01% of portfolio |
 Columbus Macro, LLC Long Only Manager | $10.2M 1.16% of portfolio |
 Janney Montgomery Scott LLC RIA/Wealth | $7.6M 0.02% of portfolio |
 Ironsides Asset Advisors, LLC RIA/Wealth | $6.6M 1.71% of portfolio |
$5.5M 0.02% of portfolio | |
L LPL Financial LLC Institution | $5.4M 0.00% of portfolio |
 Creative Planning RIA/Wealth | $5.1M 0.00% of portfolio |
 Bedel Financial Consulting, Inc. RIA/Wealth | $5.0M 0.64% of portfolio |
Net Capital Flow
Institutional buying and selling activity for PFFV in Q3 2025
- Traded
- +$35.0M
- Buyers
- 34
- Sellers
- 31
- Total Bought
- +$42.0M
- Total Sold
- −$7.0M
- Avg Position
- $2.0M
Biggest Buyers
| Institution | Net Bought |
|---|---|
Columbus Macro, LLC Long Only Manager | +$10.2M +439.5K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | +$10.1M +437.6K shares |
Cetera Investment Advisers RIA/Wealth | +$9.9M +429.7K shares |
A Advisor Group Holdings, Inc. Institution | +$4.0M +175.0K shares |
MORGAN STANLEY RIA/Wealth | +$1.4M +61.0K shares |
Ironsides Asset Advisors, LLC RIA/Wealth | +$1.4M +59.8K shares |
Janney Montgomery Scott LLC RIA/Wealth | +$1.3M +55.4K shares |
L LPL Financial LLC Institution | +$939.5K +40.6K shares |
 FIRST MANHATTAN CO Institution | +$649.3K +28.1K shares |
 INTEGRAL INVESTMENT ADVISORS, INC. RIA/Wealth | +$514.8K +22.3K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 BANK OF AMERICA CORP /DE/ Institution | −$3.5M −152.9K shares |
 AXS Investments LLC Institution | −$760.6K −32.9K shares |
 Ballast, Inc. RIA/Wealth | −$292.3K −12.8K shares |
 Paulson Wealth Management Inc. RIA/Wealth | −$290.6K −12.7K shares |
 FLC Capital Advisors RIA/Wealth | −$252.5K −11.1K shares |
 PUREfi Wealth, LLC RIA/Wealth | −$241.0K −10.6K shares |
Bedel Financial Consulting, Inc. RIA/Wealth | −$211.8K −9.2K shares |
H HRT FINANCIAL LLC Institution | −$208.5K −9.1K shares |
 Trajan Wealth LLC RIA/Wealth | −$175.5K −7.6K shares |
 Leslie Global Wealth, LLC RIA/Wealth | −$145.3K −6.3K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited PFFV in Q3 2025
- New Positions
- 5
- New Value
- $1.0M
- Exited Positions
- 9
- Exited Value
- $1.5M
New Positions
| Institution | Position Value |
|---|---|
FIRST MANHATTAN CO Institution | $649.3K 28.1K shares |
C Centurion Wealth Management LLC Institution | $317.6K 13.7K shares |
 Triumph Capital Management RIA/Wealth | $23.1K 1.0K shares |
 WHITTIER TRUST CO OF NEVADA INC RIA/Wealth | $12.3K 533.0 shares |
 Sontag Advisory, LLC RIA/Wealth | $1.2K 51.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
Ballast, Inc. RIA/Wealth | $292.3K 12.8K shares |
Paulson Wealth Management Inc. RIA/Wealth | $290.6K 12.7K shares |
FLC Capital Advisors RIA/Wealth | $252.5K 11.1K shares |
PUREfi Wealth, LLC RIA/Wealth | $241.0K 10.6K shares |
H HRT FINANCIAL LLC Institution | $208.5K 9.1K shares |
 GeoWealth Management, LLC RIA/Wealth | $139.9K 6.1K shares |
R Ronald Blue Trust, Inc. Institution | $77.5K 3.4K shares |
 HOWE & RUSLING INC RIA/Wealth | $6.7K 295.0 shares |
 Parallel Advisors, LLC RIA/Wealth | $6.7K 294.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in PFFV as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with PFFV as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
3.22% $4.8M | |
AXS Investments LLC Institution | 1.81% $4.2M |
Leslie Global Wealth, LLC RIA/Wealth | 1.71% $3.7M |
Ironsides Asset Advisors, LLC RIA/Wealth | 1.71% $6.6M |
Columbus Macro, LLC Long Only Manager | 1.16% $10.2M |
1.00% $1.4M | |
INTEGRAL INVESTMENT ADVISORS, INC. RIA/Wealth | 0.64% $2.4M |
 Seed Wealth Management, Inc. RIA/Wealth | 0.64% $686.7K |
Bedel Financial Consulting, Inc. RIA/Wealth | 0.64% $5.0M |
 Princeton Global Asset Management LLC RIA/Wealth | 0.37% $2.2M |
Hedge Fund Spotlight
Discover hedge funds investing in PFFV
Gotham Asset Management, LLC
Hedge Fund • Long/Short
Portfolio ManagerJoel Michael Greenblatt
- Portfolio Value
- $23.1B
- Positions
- 1,678
- Last Reported
- Q3 2025
Sector Allocation
Position in Global X Variable Rate Preferred
- Market Value
- $1.8M
- Shares Held
- 78.7K
- Portfolio Weight
- 0.01%
- Owned Since
- 2025-Q1
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
ETF ETF | $3.7B | 16.23% | |
ETF ETF | $612.1M | 2.65% | |
Semiconductors Technology | $534.2M | 2.32% |
