PFXF icon

VanEck Preferred Securities ex Financials ETF

184 hedge funds and large institutions have $518M invested in VanEck Preferred Securities ex Financials ETF in 2025 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 79 increasing their positions, 43 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
184
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$73.6M
LPL Financial
2
LPL Financial
California
$48.5M
Morgan Stanley
3
Morgan Stanley
New York
$45.9M
Raymond James Financial
4
Raymond James Financial
Florida
$31.3M
Wells Fargo
5
Wells Fargo
California
$31.2M
SOWBOCOPL
6
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
$27.1M
MML Investors Services
7
MML Investors Services
Massachusetts
$24.5M
TWM
8
Tanager Wealth Management
United Kingdom
$22.9M
GSWA
9
Good Steward Wealth Advisors
Tennessee
$10.4M
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$9.62M
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$8.69M
LFAS
12
Level Four Advisory Services
Texas
$7M
PAS
13
Park Avenue Securities
New York
$6.64M
CIA
14
Concurrent Investment Advisors
Florida
$5.92M
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$5.73M
Osaic Holdings
16
Osaic Holdings
Arizona
$5.36M
SCI
17
Silver Coast Investments
United States
$5.07M
SIS
18
Sound Income Strategies
Florida
$5.03M
CCP
19
Carmel Capital Partners
California
$4.99M
SPIA
20
Steward Partners Investment Advisory
New York
$4.9M
IRC
21
Investors Research Corp
Georgia
$4.47M
WAP
22
Wealthcare Advisory Partners
Pennsylvania
$3.73M
UBS Group
23
UBS Group
Switzerland
$3.73M
Jones Financial Companies
24
Jones Financial Companies
Missouri
$3.68M
PAG
25
Private Advisor Group
New Jersey
$3.54M