Global X Variable Rate PrefPFFVETF
13F holders, Q2 2024 (June 30)64holders +3
4new positions
5sold out
$23.64avg. 13F price*
At the end of Q2 2024, 64 institutions reported holding Global X Variable Rate Pref (PFFV) in their 13F filings, up 3 from Q1 2024. 4 opened new positions and 5 sold out. The largest holders were Morgan Stanley ($27.9M), Janney Montgomery Scott LLC ($9.3M) and Bedel Financial Consulting, Inc. ($5.7M).
- Company
- Global X Variable Rate Pref
- CUSIP
- 37954Y376
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $2.3M |
| Exits | 5 | $691K |
All 13F filers, Q1 2024 → Q2 2024: 613,330 shares bought and 325,719 shares sold, net +287,611 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 64 holders
| Morgan Stanley | 0.00% | Add +44.5% | 1,181,093 | $27.9M |
| Janney Montgomery Scott LLC | 0.03% | Add +1.4% | 391,266 | $9.3M |
| Bedel Financial Consulting, Inc. | 0.84% | Reduce -1.8% | 241,676 | $5.7M |
| Leslie Global Wealth, LLC | 2.62% | — | 189,447 | $4.5M |
| Investment Partners Asset Management, Inc. | 3.06% | Add +8.5% | 144,961 | $3.4M |
| Creative Planning | 0.00% | Add +43.6% | 131,089 | $3.1M |
| LPL Financial LLC | 0.00% | Add +15.3% | 89,195 | $2.1M |
| Princeton Global Asset Management LLC | 0.45% | Add +0.4% | 86,414 | $2.0M |
| Sanctuary Advisors, LLC | 0.01% | — | 75,373 | $1.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -61.8% | 69,136 | $1.6M |
| Ausdal Financial Partners, Inc. | 0.14% | Add +5.1% | 54,677 | $1.3M |
| Truist Financial Corp. | 0.00% | Add +11.1% | 54,303 | $1.3M |
| Rockefeller Capital Management L.P. | 0.00% | Add +8.9% | 53,048 | $1.3M |
| Seed Wealth Management, Inc. | 1.03% | Reduce -14.9% | 50,225 | $1.2M |
| Castle Rock Wealth Management, LLC | 0.29% | Add +44.9% | 49,525 | $1.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 48,043 | $1.1M |
| Ironsides Asset Advisors, LLC | 0.34% | Reduce -14.3% | 43,036 | $1.0M |
| Prospera Financial Services Inc | 0.02% | Reduce -0.8% | 35,088 | $830K |
| Comerica Bank | 0.00% | Add +19.7% | 34,428 | $814K |
| Stifel Financial Corp. | 0.00% | Reduce -33.3% | 29,554 | $699K |
| Napa Wealth Management | 0.46% | New | 28,640 | $677K |
| Beacon Financial Group | 0.07% | Reduce -2.7% | 25,501 | $603K |
| Strategic Wealth Partners, Ltd. | 0.06% | Reduce -12.4% | 23,506 | $556K |
| Walter & Keenan Wealth Management LLC /in/ | 0.16% | No change | 21,730 | $514K |
| Cetera Investment Advisers | 0.00% | Reduce -84.8% | 21,365 | $505K |
| Paulson Wealth Management Inc. | 0.14% | Reduce -3.1% | 20,880 | $494K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +101.7% | 17,421 | $412K |
| US Bancorp \de | 0.00% | No change | 17,065 | $404K |
| Bank of America Corp. | 0.00% | Add +27.3% | 16,605 | $393K |
| Global Retirement Partners, LLC | 0.01% | Add +6503.2% | 16,376 | $387K |
| Texas Yale Capital Corp. | 0.02% | No change | 16,268 | $385K |
| Corient Private Wealth LP | 0.00% | Reduce -16.8% | 15,724 | $372K |
| CreativeOne Wealth, LLC | 0.02% | Add +44.0% | 14,706 | $348K |
| Harbour Investments, Inc. | 0.01% | Add +2.4% | 13,532 | $320K |
| Integral Investment Advisors, Inc. | 0.12% | Add +33.8% | 13,322 | $317K |
| Perennial Investment Advisors, LLC | 0.04% | Reduce -1.9% | 12,293 | $291K |
| Joseph P. Lucia & Associates, LLC | 0.14% | No change | 11,484 | $272K |
| Kestra Advisory Services, LLC | 0.00% | Add +10.2% | 11,157 | $264K |
| FLC Capital Advisors | 0.06% | New | 10,613 | $251K |
| Acorn Wealth Advisors, LLC | 0.12% | Add +1.6% | 10,598 | $251K |
| Jane Street Group, LLC | 0.00% | Reduce -56.9% | 10,178 | $241K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -7.5% | 9,900 | $234K |
| Grey Ledge Advisors, LLC | 0.06% | Add +0.8% | 9,393 | $222K |
| Diversify Wealth Management, LLC | 0.03% | — | 9,400 | $218K |
| International Assets Investment Management, LLC | 0.02% | New | 8,960 | $212K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | Reduce -0.5% | 8,780 | $208K |
| Firestone Capital Management | 0.06% | Add +0.3% | 8,754 | $207K |
| UBS Group AG | 0.00% | Add +1899.8% | 7,899 | $187K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +39.8% | 7,388 | $175K |
| Osaic Holdings, Inc. | 0.00% | Reduce -38.3% | 7,287 | $172K |
| GeoWealth Management, LLC | 0.01% | Reduce -6.5% | 7,074 | $167K |
| NewEdge Advisors, LLC | 0.00% | Add +85.0% | 6,283 | $149K |
| Cwm, LLC | 0.00% | Reduce -34.4% | 4,904 | $116K |
| Private Trust Co. NA | 0.01% | No change | 3,443 | $81K |
| Creative Financial Designs Inc. | 0.00% | Add +7.9% | 1,769 | $42K |
| Franklin Resources Inc. | 0.00% | No change | 885 | $21K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 484 | $11K |
| Spire Wealth Management | 0.00% | No change | 300 | $7K |
| Sound Income Strategies, LLC | 0.00% | Add +595.2% | 292 | $7K |
| Coppell Advisory Solutions LLC | 0.00% | — | 183 | $4K |
| Sunbelt Securities, Inc. | 0.00% | No change | 123 | $3K |
| Gradient Investments LLC | 0.00% | Reduce -70.7% | 53 | $1K |
| Blue Trust, Inc. | 0.00% | No change | 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.