Global X Variable Rate PrefPFFVETF
13F holders, Q1 2025 (March 31)66holders +7
12new positions
4sold out
2famous investors
$23.63avg. 13F price*
At the end of Q1 2025, 66 institutions reported holding Global X Variable Rate Pref (PFFV) in their 13F filings, up 7 from Q4 2024. 12 opened new positions and 4 sold out. The largest holders were Morgan Stanley ($34.2M), Cambridge Investment Research Advisors, Inc. ($7.0M) and AXS Investments LLC ($6.5M). 2 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $12.4M |
| Exits | 4 | $297K |
All 13F filers, Q4 2024 → Q1 2025: 1,233,403 shares bought and 52,215 shares sold, net +1,181,188 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 66 holders
| Morgan Stanley | 0.00% | Add +11.7% | 1,445,451 | $34.2M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +14.1% | 295,339 | $7.0M |
| AXS Investments LLC | 1.79% | New | 273,450 | $6.5M |
| Bank of America Corp. | 0.00% | Add +521.0% | 240,400 | $5.7M |
| Ironsides Asset Advisors, LLC | 1.58% | Add +61.6% | 227,550 | $5.4M |
| Bedel Financial Consulting, Inc. | 0.75% | Add +0.2% | 226,659 | $5.2M |
| Creative Planning | 0.00% | Add +8.1% | 218,028 | $5.2M |
| Janney Montgomery Scott LLC | 0.01% | Add +111.1% | 175,850 | $4.2M |
| Investment Partners Asset Management, Inc. | 3.10% | Add +4.9% | 166,862 | $3.9M |
| Leslie Global Wealth, LLC | 1.78% | Reduce -0.5% | 154,211 | $3.6M |
| LPL Financial LLC | 0.00% | Add +6.6% | 143,995 | $3.4M |
| Trajan Wealth LLC | 0.13% | New | 102,760 | $2.4M |
| Princeton Global Asset Management LLC | 0.44% | Add +6.1% | 93,723 | $2.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +2.3% | 83,343 | $2.0M |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.6% | 75,809 | $1.8M |
| Comprehensive Money Management Services LLC | 1.18% | Add +2.2% | 61,813 | $1.5M |
| Raymond James Financial Inc. | 0.00% | New | 59,673 | $1.4M |
| Ausdal Financial Partners, Inc. | 0.10% | Add +9.5% | 57,423 | $1.4M |
| CW Advisors, LLC | 0.02% | Add +240.5% | 54,370 | $1.3M |
| Integral Investment Advisors, Inc. | 0.38% | Add +20.3% | 50,557 | $1.2M |
| Cetera Investment Advisers | 0.00% | Add +34.7% | 48,136 | $1.1M |
| Gotham Asset Management | 0.01% | New | 41,672 | $986K |
| Seed Wealth Management, Inc. | 0.64% | Reduce -33.0% | 33,425 | $791K |
| Comerica Bank | 0.00% | Reduce -0.2% | 32,215 | $762K |
| Prospera Financial Services Inc | 0.02% | Reduce -11.2% | 29,533 | $699K |
| Napa Wealth Management | 0.38% | Reduce -11.8% | 28,641 | $678K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -0.3% | 25,923 | $613K |
| West Michigan Advisors, LLC | 0.20% | Add +4.7% | 24,965 | $591K |
| Truist Financial Corp. | 0.00% | Add +43.2% | 24,334 | $576K |
| SBI Securities Co., Ltd. | 0.02% | Add +43.6% | 23,244 | $550K |
| Beacon Financial Group | 0.06% | Reduce -15.7% | 21,620 | $512K |
| FLC Capital Advisors | 0.11% | No change | 21,429 | $507K |
| Texas Yale Capital Corp. | 0.02% | Add +23.2% | 20,043 | $474K |
| US Bancorp \de | 0.00% | No change | 17,065 | $404K |
| Susquehanna International Group, LLP | 0.00% | Reduce -24.5% | 16,968 | $401K |
| Citadel Advisors | 0.00% | New | 16,316 | $386K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -8.8% | 15,656 | $370K |
| Harbour Investments, Inc. | 0.01% | No change | 13,532 | $320K |
| Corient Private Wealth LP | 0.00% | Reduce -3.5% | 13,466 | $319K |
| Osaic Holdings, Inc. | 0.00% | Add +41.5% | 13,459 | $318K |
| Joseph P. Lucia & Associates, LLC | 0.14% | Add +8.5% | 13,319 | $315K |
| NewEdge Advisors, LLC | 0.00% | Add +36.4% | 13,200 | $312K |
| Howard Wealth Management, LLC | 0.17% | Add +36.8% | 13,083 | $310K |
| Acorn Wealth Advisors, LLC | 0.13% | Add +0.5% | 12,843 | $304K |
| Paulson Wealth Management Inc. | 0.08% | Reduce -0.1% | 12,746 | $302K |
| SFI Advisors, LLC | 0.22% | New | 12,519 | $296K |
| Segall Bryant & Hamill, LLC | 0.00% | Reduce -3.8% | 12,425 | $294K |
| International Assets Investment Management, LLC | 0.02% | No change | 11,900 | $282K |
| Stifel Financial Corp. | 0.00% | Reduce -5.3% | 11,779 | $279K |
| PUREfi Wealth, LLC | 0.25% | No change | 10,570 | $250K |
| Choreo, LLC | 0.00% | New | 10,438 | $247K |
| Private Trust Co. NA | 0.03% | Add +1.8% | 10,377 | $246K |
| Firestone Capital Management | 0.05% | Add +0.3% | 8,832 | $209K |
| Apollon Wealth Management, LLC | 0.00% | New | 8,490 | $201K |
| GeoWealth Management, LLC | 0.01% | Reduce -9.4% | 6,109 | $145K |
| Cwm, LLC | 0.00% | No change | 4,904 | $116K |
| North Capital, Inc. | 0.04% | — | 1,858 | $44K |
| Creative Financial Designs Inc. | 0.00% | Reduce -57.4% | 817 | $19K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 484 | $11K |
| Spire Wealth Management | 0.00% | No change | 300 | $7K |
| Asset Dedication, LLC | 0.00% | New | 270 | $6K |
| UBS Group AG | 0.00% | New | 265 | $6K |
| Sound Income Strategies, LLC | 0.00% | Reduce -57.7% | 143 | $3K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 106 | $3K |
| Kiker Wealth Management, LLC | 0.00% | New | 94 | $2K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 9 | $213 |
"% 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.