Global X Variable Rate PrefPFFVETF
13F holders, Q1 2024 (March 31)61holders
1famous investor
$23.68avg. 13F price*
At the end of Q1 2024, 61 institutions reported holding Global X Variable Rate Pref (PFFV) in their 13F filings. The largest holders were Morgan Stanley ($19.4M), Janney Montgomery Scott LLC ($9.1M) and Bedel Financial Consulting, Inc. ($5.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Global X Variable Rate Pref
- CUSIP
- 37954Y376
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $3.6M |
| Exits | 7 | $3.2M |
Ownership 61 holders
| Morgan Stanley | 0.00% | Add +55.1% | 817,236 | $19.4M |
| Janney Montgomery Scott LLC | 0.03% | Add +28.1% | 385,656 | $9.1M |
| Bedel Financial Consulting, Inc. | 0.91% | Reduce -3.4% | 246,054 | $5.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -46.1% | 180,987 | $4.3M |
| Cetera Investment Advisers | 0.01% | Reduce -39.7% | 140,514 | $3.3M |
| Investment Partners Asset Management, Inc. | 2.86% | Add +2.7% | 133,654 | $3.2M |
| Creative Planning | 0.00% | Add +16.9% | 91,262 | $2.2M |
| Princeton Global Asset Management LLC | 0.48% | Reduce -3.7% | 86,039 | $2.0M |
| LPL Financial LLC | 0.00% | Reduce -46.8% | 77,336 | $1.8M |
| Seed Wealth Management, Inc. | 1.34% | Reduce -6.0% | 59,055 | $1.4M |
| Ausdal Financial Partners, Inc. | 0.14% | New | 52,037 | $1.2M |
| Ironsides Asset Advisors, LLC | 0.41% | Add +311.6% | 50,236 | $1.2M |
| Truist Financial Corp. | 0.00% | Reduce -8.8% | 48,877 | $1.2M |
| Rockefeller Capital Management L.P. | 0.00% | Add +6.4% | 48,711 | $1.2M |
| Stifel Financial Corp. | 0.00% | New | 44,298 | $1.0M |
| Prospera Financial Services Inc | 0.02% | Add +5.8% | 35,368 | $838K |
| Castle Rock Wealth Management, LLC | 0.22% | Reduce -8.6% | 34,174 | $800K |
| Comerica Bank | 0.00% | Add +9.0% | 28,762 | $681K |
| Strategic Wealth Partners, Ltd. | 0.07% | Reduce -3.0% | 26,840 | $636K |
| Beacon Financial Group | 0.07% | Reduce -6.1% | 26,197 | $620K |
| Jane Street Group, LLC | 0.00% | Add +146.8% | 23,633 | $560K |
| Walter & Keenan Wealth Management LLC /in/ | 0.17% | Reduce -8.3% | 21,730 | $515K |
| Paulson Wealth Management Inc. | 0.15% | Reduce -12.7% | 21,556 | $510K |
| Corient Private Wealth LP | 0.00% | Reduce -19.7% | 18,887 | $447K |
| US Bancorp \de | 0.00% | No change | 17,065 | $404K |
| Texas Yale Capital Corp. | 0.02% | No change | 16,268 | $385K |
| Harbour Investments, Inc. | 0.01% | Add +67.0% | 13,210 | $313K |
| Bank of America Corp. | 0.00% | Add +26.4% | 13,043 | $309K |
| Perennial Investment Advisors, LLC | 0.05% | Add +1.9% | 12,533 | $297K |
| Osaic Holdings, Inc. | 0.00% | Reduce -37.0% | 11,800 | $279K |
| Joseph P. Lucia & Associates, LLC | 0.15% | Add +3.7% | 11,484 | $272K |
| Thrivent Financial for Lutherans | 0.00% | New | 10,700 | $253K |
| Citadel Advisors | 0.00% | New | 10,668 | $253K |
| Acorn Wealth Advisors, LLC | 0.13% | Reduce -3.0% | 10,432 | $247K |
| CreativeOne Wealth, LLC | 0.01% | New | 10,216 | $242K |
| Kestra Advisory Services, LLC | 0.00% | Add +7.5% | 10,124 | $240K |
| Integral Investment Advisors, Inc. | 0.10% | New | 9,954 | $237K |
| Private Advisor Group, LLC | 0.00% | Add +3.9% | 9,336 | $221K |
| Grey Ledge Advisors, LLC | 0.06% | Add +0.2% | 9,321 | $221K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | Reduce -0.1% | 8,821 | $209K |
| Firestone Capital Management | 0.06% | Reduce -13.9% | 8,731 | $207K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 8,639 | $205K |
| JPMorgan Chase & Co. | 0.00% | Add +184.5% | 8,601 | $204K |
| GeoWealth Management, LLC | 0.01% | Add +4.7% | 7,566 | $179K |
| Cwm, LLC | 0.00% | No change | 7,478 | $177K |
| Capital Investment Advisory Services, LLC | 0.01% | New | 5,285 | $125K |
| Private Trust Co. NA | 0.01% | Add +0.9% | 3,443 | $82K |
| NewEdge Advisors, LLC | 0.00% | Reduce -26.8% | 3,396 | $80K |
| Creative Financial Designs Inc. | 0.00% | Reduce -0.7% | 1,640 | $39K |
| Franklin Resources Inc. | 0.00% | No change | 885 | $21K |
| First Horizon Advisors, Inc. | 0.00% | Add +12.2% | 525 | $12K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 484 | $11K |
| UBS Group AG | 0.00% | Reduce -92.5% | 395 | $9K |
| Spire Wealth Management | 0.00% | No change | 300 | $7K |
| Global Retirement Partners, LLC | 0.00% | Reduce -72.4% | 248 | $6K |
| Gradient Investments LLC | 0.00% | Reduce -95.4% | 181 | $4K |
| Sunbelt Securities, Inc. | 0.00% | New | 123 | $3K |
| Farther Finance Advisors, LLC | 0.00% | No change | 45 | $1K |
| Sound Income Strategies, LLC | 0.00% | Reduce -63.5% | 42 | $995 |
| Blue Trust, Inc. | 0.00% | New | 12 | $284 |
| Royal Bank of Canada | 0.00% | No change | 21 | $0 |
"% of holder's portfolio" is PFFV's weight in each manager's 13F, not the share of Global X Variable Rate Pref the manager owns.