VanEck Preferred Securities ex Financials ETF
PFXF
26 hedge funds and large institutions have $21.1M invested in VanEck Preferred Securities ex Financials ETF in 2014 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
83% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 6
13% more funds holding
Funds holding: 23 → 26 (+3)
8% more capital invested
Capital invested by funds: $19.4M → $21.1M (+$1.65M)
0.66% more ownership
Funds ownership: 11.47% → 12.13% (+0.66%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$615K |
| 2 |
ACM
Aviance Capital Management
Sarasota,
Florida
|
+$581K |
| 3 |
Jane Street
New York
|
+$509K |
| 4 |
VKH
Virtu KCG Holdings
New York
|
+$259K |
| 5 |
Morgan Stanley
New York
|
+$122K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
U
UBS
Zurich,
Switzerland
|
-$151K |
| 2 |
FWP
FAS Wealth Partners
Leawood,
Kansas
|
-$95.7K |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$59.6K |
| 4 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
-$33K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$9.64K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NFG
26
Next Financial Group
Houston,
Texas
| $4K | +$4.11K | +200 | New |
|
27
Creative Planning
Overland Park,
Kansas
| – | -$3K | -147 | Closed |
|
PFXF Hedge Fund Activity: Q3 2014 in Review
26 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in VanEck Preferred Securities ex Financials ETF (PFXF) for Q3 2014, worth a combined $21.1M — up 8.5% from $19.4M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new PFXF positions and 1 closed out — a net gain of 3 holders — while 11 added to existing stakes and 6 trimmed.
The largest buyer was Gradient Investments, adding an estimated $615K. The largest seller was UBS, cutting an estimated $151K.
- 26 institutional investors held VanEck Preferred Securities ex Financials ETF (PFXF) as of Q3 2014, up from 23 in Q2 2014.
- Funds reported $21.1M of VanEck Preferred Securities ex Financials ETF stock for Q3 2014, up 8.5% quarter-over-quarter.
- 4 funds opened new VanEck Preferred Securities ex Financials ETF positions in Q3 2014 and 1 closed out, a net change of +3 holders.
- The largest VanEck Preferred Securities ex Financials ETF buyer in Q3 2014 was Gradient Investments, an estimated $615K added.
- The largest VanEck Preferred Securities ex Financials ETF seller in Q3 2014 was UBS, an estimated $151K sold.
Based on aggregated 13F filings for Q3 2014.