PFFV

Global X Variable Rate Pref

+$7.9M

Net Activity

Institutions Holding

63

Popularity Rank

#5464

Avg Weight

0.19%

Total Value

$140.3M

Ownership Trend

63 institutions currently hold PFFV, with 33 net buyers and 32 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

32

Net Buying Institutions

33

Key Holders

Key Holders

Top 5 by Value

MS
Morgan Stanley
$50.0M
JM
Janney Montgomery Scott LLC
$14.9M
LF
LPL Financial LLC
$5.7M
IA
Ironsides Asset Advisors, LLC
$5.6M
IP
Investment Partners Asset Management, Inc.
$5.5M

Top 5 by Conviction

IP
Investment Partners Asset Management, Inc.
3.42%
LG
Leslie Global Wealth, LLC
1.84%
AM
APS Management Group, Inc.
1.55%
IA
Ironsides Asset Advisors, LLC
1.41%
CM
Comprehensive Money Management Services LLC
0.99%
View all 63 holding institutions

Quarterly Activity

Recent Activity

+$112.7M

Total Buy Value

$31.4M

Total Sell Value

New buy10
Trim18
Add23
Sold out14

33

Net Buyers

32

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding GLOBAL X VARIABLE RATE PREF (PFFV)?
Major stakeholders currently include Morgan Stanley ($50.0M), Janney Montgomery Scott LLC ($14.9M), LPL Financial LLC ($5.7M). Based on the latest 13F filings, there are a total of 63 tracked investment funds and institutions maintaining positions in PFFV.
What is the overall institutional sentiment toward PFFV recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $7.9M, driven by 33 managers accumulating shares while 32 reduced their exposure.
Which institutions have been selling or reducing their PFFV positions?
In the latest period, 18 funds trimmed their holdings, and 14 managers completely exited their positions. The aggregate reported sell value was $31.4M.
Are there any notable investors adding PFFV to their portfolios?
Yes, buying activity remains notable. 10 institutions opened new positions in {ticker}, and 23 existing holders added to their shares. The total reported buy value for the quarter amounted to $112.7M.

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