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Global X Variable Rate Preferred ETF (PFFV) Institutional Ownership

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$23.22
+0.10 (+0.43%)
(As of 04/22/2024 ET)
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Institutional Ownership Changes (13F Filings) for Global X Variable Rate Preferred ETF (NYSEARCA:PFFV)

Number of
Institutional Buyers
(last 12 months)
27
Total
Institutional Inflows
(last 12 months)
$31.22M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$50.63M
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PFFV Institutional Buying and Selling by Quarter

Global X Variable Rate Preferred ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/16/2024Seed Wealth Management Inc.59,055$1.40M1.3%-6.0%0.562%
4/15/2024Investment Partners Asset Management Inc.133,654$3.17M2.9%+2.7%1.273%
2/13/2024Paulson Wealth Management Inc.24,687$572K0.2%-71.7%0.253%
2/12/2024Evermay Wealth Management LLC4,500$104K0.0%N/A0.046%
2/9/2024Corient Private Wealth LLC23,521$545K0.0%-8.3%0.241%
2/8/2024Bedel Financial Consulting Inc.254,813$5.90M1.1%+1.3%2.616%
2/8/2024Janney Montgomery Scott LLC301,074$6.97M0.0%+2.9%3.091%
2/6/2024Coulter & Justus Financial Services LLC19,565$453K0.3%-45.1%0.201%
2/2/2024Truist Financial Corp53,622$1.24M0.0%-34.6%0.551%
2/1/2024 CWM LLC7,478$173K0.0%N/A0.077%
1/25/2024 International Assets Investment Management LLC152,856$3.54M0.0%N/A1.569%
1/25/2024Investment Partners Asset Management Inc.130,119$3.01M3.0%N/A1.336%
1/25/2024Walter & Keenan Wealth Management LLC IN ADV23,707$549K0.2%-21.4%0.243%
1/24/2024 International Assets Investment Management LLC152,856$3.54M0.0%N/A1.569%
1/24/2024Seed Wealth Management Inc.62,855$1.45M1.5%-13.5%0.645%
1/22/2024Princeton Global Asset Management LLC89,340$2.07M0.5%-5.8%0.917%
1/19/2024 Columbus Macro LLC101,955$2.37M0.9%N/A1.047%
1/9/2024Castle Rock Wealth Management LLC37,396$868K0.3%-20.1%0.384%
11/16/2023Atticus Wealth Management LLC3,082$71K0.0%-18.9%0.032%
11/13/2023LPL Financial LLC234,647$5.39M0.0%+3.1%2.409%
11/13/2023Kestra Advisory Services LLC12,085$277K0.0%-22.5%0.124%
11/8/2023Janney Montgomery Scott LLC292,664$6.72M0.0%N/A3.005%
11/4/2023Coulter & Justus Financial Services LLC35,663$819K0.6%+3.5%0.366%
11/3/2023Private Advisor Group LLC9,000$207K0.0%-33.6%0.092%
11/1/2023Paulson Wealth Management Inc.87,167$2.00M0.7%+1.5%0.895%
10/31/2023Golden Green Inc.25,333$582K0.6%+11.2%0.260%
10/27/2023Princeton Global Asset Management LLC94,804$2.18M0.6%-1.8%0.973%
10/27/2023Gradient Investments LLC3,654$84K0.0%-67.7%0.038%
10/20/2023Walter & Keenan Wealth Management LLC IN ADV30,169$693K0.3%-1.5%0.310%
10/16/2023Beacon Financial Group27,735$637K0.1%-27.2%0.285%
10/16/2023Seed Wealth Management Inc.72,685$1.67M1.9%-16.6%0.746%
10/12/2023 RVW Wealth LLC3,781$87K0.0%N/A0.039%
10/11/2023Castle Rock Wealth Management LLC46,782$1.04M0.3%+2.9%0.480%
8/15/2023Ironsides Asset Advisors LLC18,320$405K0.2%-3.8%0.188%
8/14/2023Perennial Investment Advisors LLC16,664$372K0.1%+12.1%0.171%
8/10/2023GeoWealth Management LLC7,690$171K0.0%-47.2%0.079%
8/10/2023Cetera Advisors LLC15,518$347K0.0%-7.1%0.159%
8/10/2023Cetera Advisor Networks LLC12,198$272K0.0%-52.8%0.125%
8/10/2023Cetera Investment Advisers27,601$616K0.0%-77.5%0.283%
8/8/2023Prospera Financial Services Inc27,400$612K0.0%+6.4%0.281%
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8/4/2023Envestnet Asset Management Inc.104,441$2.33M0.0%-38.1%1.072%
8/3/2023Texas Yale Capital Corp.17,631$394K0.0%+24.8%0.181%
8/2/2023Acorn Wealth Advisors LLC10,465$234K0.2%+15.7%0.107%
8/1/2023Kistler Tiffany Companies LLC55,405$1.24M0.2%+66.6%0.569%
7/31/2023LPL Financial LLC227,593$5.08M0.0%+100.7%2.337%
7/31/2023Coulter & Justus Financial Services LLC34,448$769K0.5%-44.4%0.354%
7/28/2023Walter & Keenan Wealth Management LLC IN ADV30,633$684K0.3%-16.3%0.260%
7/27/2023Seed Wealth Management Inc.87,120$1.95M2.1%+90.8%0.740%
7/26/2023Creative Financial Designs Inc. ADV1,861$42K0.0%-23.5%0.016%
7/21/2023Byrne Asset Management LLC22,830$510K0.3%-14.3%0.194%
7/21/2023 Columbus Macro LLC10,467$234K0.1%-12.0%0.089%
7/21/2023Atticus Wealth Management LLC3,801$85K0.0%-28.6%0.032%
7/20/2023Beacon Financial Group38,096$850K0.1%-19.0%0.324%
7/13/2023Golden Green Inc.22,775$509K0.6%+4.8%0.194%
7/11/2023Gradient Investments LLC11,312$253K0.0%-99.4%0.096%
7/11/2023Bard Financial Services Inc.546,735$12.21M0.9%+1.9%4.645%
7/11/2023Castle Rock Wealth Management LLC45,473$1.02M0.3%-3.2%0.386%
5/12/2023Castle Rock Wealth Management LLC46,990$1.01M0.4%N/A0.403%
5/12/2023Perennial Investment Advisors LLC14,860$340K0.1%N/A0.127%
5/11/2023Golden Green Inc.21,734$497K0.6%N/A0.186%
5/10/2023Private Advisor Group LLC13,297$304K0.0%N/A0.114%
5/10/2023L & S Advisors Inc13,834$316K0.0%N/A0.119%
5/9/2023Acorn Wealth Advisors LLC9,042$207K0.2%N/A0.077%
5/9/2023Paulson Wealth Management Inc.85,624$1.96M0.9%+4.6%0.734%
5/8/2023Wambolt & Associates LLC16,142$370K0.1%N/A0.138%
5/5/2023Truist Financial Corp97,248$2.22M0.0%+7.4%0.833%
5/5/2023Coulter & Justus Financial Services LLC61,909$1.42M0.9%+70.7%0.530%
5/3/2023Kistler Tiffany Companies LLC33,252$760K0.1%+27.8%0.285%
5/2/2023Bedel Financial Consulting Inc.324,393$7.42M1.8%+4.0%2.780%
5/2/2023Joseph P. Lucia & Associates LLC11,056$253K0.2%+10.4%0.095%
4/28/2023Elmwood Wealth Management Inc.17,628$403K0.2%-25.3%0.151%
4/27/2023 Columbus Macro LLC11,897$272K0.1%+19.8%0.102%
4/26/2023Bard Financial Services Inc.536,665$12.27M1.0%+19.8%4.599%
4/26/2023Walter & Keenan Wealth Management LLC IN ADV36,596$837K0.3%-16.0%0.314%
4/25/2023Creative Financial Designs Inc. ADV2,433$56K0.0%+101.2%0.021%
4/25/2023Seed Wealth Management Inc.45,659$1.04M1.2%+2.6%0.391%
4/24/2023Strategic Wealth Partners Ltd.35,451$810K0.1%+11.3%0.304%
4/20/2023Hennion & Walsh Asset Management Inc.20,725$474K0.0%-95.5%0.178%
4/20/2023Princeton Global Asset Management LLC96,435$2.20M0.6%-0.8%0.826%
4/17/2023Atticus Wealth Management LLC5,324$122K0.0%N/A0.046%
4/17/2023Byrne Asset Management LLC26,630$609K0.4%-32.4%0.228%
4/17/2023Gradient Investments LLC1,838,191$42.02M1.1%-16.7%15.751%
4/17/2023Claro Advisors LLC15,500$354K0.1%-6.1%0.133%
4/14/2023Raymond James Financial Services Advisors Inc.48,470$1.11M0.0%+14.0%0.415%
3/13/2023Claro Advisors LLC16,500$371K0.1%-66.2%0.134%
2/13/2023GeoWealth Management LLC14,757$332K0.0%-22.6%0.120%
2/13/2023Ford Financial Group LLC15,008$338K0.1%-29.7%0.122%
2/13/2023Joseph P. Lucia & Associates LLC10,016$225K0.2%+6.0%0.081%
2/13/2023Texas Yale Capital Corp.14,131$318K0.0%-29.1%0.115%
2/10/2023Coulter & Justus Financial Services LLC36,276$816K0.6%-1.7%0.295%
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2/9/2023Firestone Capital Management9,973$224K0.1%-19.3%0.081%
2/8/2023Raymond James Financial Services Advisors Inc.42,528$957K0.0%N/A0.346%
2/8/2023Belpointe Asset Management LLC10,348$233K0.0%-71.7%0.084%
2/8/2023Prospera Financial Services Inc23,495$529K0.0%N/A0.191%
2/7/2023Bedel Financial Consulting Inc.312,036$7.02M1.7%+21.2%2.537%
2/7/2023LPL Financial LLC25,509$574K0.0%-10.6%0.207%
2/7/2023Envestnet Asset Management Inc.253,863$5.71M0.0%+8.0%2.064%
2/6/2023Princeton Global Asset Management LLC97,255$2.19M0.7%-1.7%0.791%
2/3/2023Ironsides Asset Advisors LLC19,045$429K0.2%-81.2%0.155%
2/3/2023 Columbus Macro LLC9,928$223K0.1%-93.2%0.081%
(Data available from 1/1/2016 forward)

PFFV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PFFV shares?

During the previous two years, 65 institutional investors and hedge funds held shares of Global X Variable Rate Preferred ETF. The most heavily invested institutionals were Bard Financial Services Inc. ($12.21M), Janney Montgomery Scott LLC ($6.97M), Bedel Financial Consulting Inc. ($5.90M), LPL Financial LLC ($5.39M), International Assets Investment Management LLC ($3.54M), Investment Partners Asset Management Inc. ($3.17M), and Columbus Macro LLC ($2.37M).Learn more on PFFV's institutional investors.

Which institutional investors have been buying Global X Variable Rate Preferred ETF stock?

Of the 55 institutional investors that purchased Global X Variable Rate Preferred ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Gradient Investments LLC ($2.95M), Hennion & Walsh Asset Management Inc. ($461.86K), Bedel Financial Consulting Inc. ($327.71K), International Assets Investment Management LLC ($305.71K), Janney Montgomery Scott LLC ($301.07K), Envestnet Asset Management Inc. ($253.86K), and Columbus Macro LLC ($251.00K).

How much institutional buying is happening at Global X Variable Rate Preferred ETF?

Institutional investors have bought a total of 6,159,217 shares in the last 24 months. This purchase volume represents approximately $146.33M in transactions.

Which Global X Variable Rate Preferred ETF major shareholders have been selling company stock?

Of the 34 institutional investors that sold Global X Variable Rate Preferred ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Gradient Investments LLC ($2.95M), Hennion & Walsh Asset Management Inc. ($441.14K), Columbus Macro LLC ($138.58K), Paulson Wealth Management Inc. ($105.95K), Cetera Investment Advisers ($95.09K), Byrne Asset Management LLC ($85.82K), and Ironsides Asset Advisors LLC ($82.85K).

How much institutional selling is happening at Global X Variable Rate Preferred ETF?

Institutional investors have sold a total of 4,402,875 shares in the last 24 months. This volume of shares sold represents approximately $99.98M in transactions.


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This page (NYSEARCA:PFFV) was last updated on 4/23/2024 by MarketBeat.com Staff

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