We are live on ! Find out more
PFXF icon

VanEck Preferred Securities ex Financials ETF

59 hedge funds and large institutions have $60.8M invested in VanEck Preferred Securities ex Financials ETF in 2017 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

0% more funds holding

Funds holding: 5959 (0)

10% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 21

3.58% less ownership

Funds ownership: 17.64%14.06% (-3.6%)

17% less capital invested

Capital invested by funds: $73.1M → $60.8M (-$12.3M)

Holders
59
Holders Change
Holders Change %
0%
% of All Funds
1.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
19
Reduced
21
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DCM
26
Delta Capital Management
New Jersey
$396K -$14.7K -740 -4%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$395K +$390K +19,660 New
IFB
28
iAB Financial Bank
Indiana
$331K -$19.8K -1,000 -6%
Stifel Financial
29
Stifel Financial
Missouri
$303K +$14.4K +724 +5%
IA
30
IFP Advisors
Florida
$297K +$28.1K +1,417 +11%
NFG
31
Next Financial Group
Texas
$289K +$75.5K +3,809 +36%
BAS
32
Brown Advisory Securities
Maryland
$284K -$7.54K -380 -3%
Lido Advisors
33
Lido Advisors
California
$265K +$262K +13,202 New
VKH
34
Virtu KCG Holdings
New York
$241K -$943K -47,531 -80%
BFEC
35
Benjamin F. Edwards & Company
Missouri
$230K +$18.1K +915 +9%
KSA
36
Ken Stern & Associates
California
$228K +$224K +11,308 New
WS
37
Wedbush Securities
California
$222K
BRWA
38
B. Riley Wealth Advisors
Florida
$221K -$1.71K -86 -0.8%
RC
39
RegentAtlantic Capital
New Jersey
$214K +$211K +10,645 New
CAN
40
Cetera Advisor Networks
California
$204K +$202K +10,167 New
CPIG
41
Chicago Partners Investment Group
Illinois
$201K +$28.2K +1,423 +17%
Citigroup
42
Citigroup
New York
$182K +$174K +8,763 +2,981%
WTB
43
Washington Trust Bank
Washington
$179K +$177K +8,929 New
YWP
44
YorkBridge Wealth Partners
New York
$114K
FANJ
45
Financial Architects (New Jersey)
New Jersey
$84K
Wells Fargo
46
Wells Fargo
California
$79K -$731K -36,851 -90%
TWA
47
TCI Wealth Advisors
Arizona
$49K
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$30K -$6.82K -344 -19%
BWP
49
Baldwin Wealth Partners
Massachusetts
$28K
WEC
50
Winslow Evans & Crocker
Massachusetts
$22.8K

PFXF Hedge Fund Activity: Q1 2017 in Review

59 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in VanEck Preferred Securities ex Financials ETF (PFXF) for Q1 2017, worth a combined $60.8M — down 17% from $73.1M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new PFXF positions and 8 closed out — a net gain of 1 holder — while 19 added to existing stakes and 21 trimmed.

The largest buyer was Gradient Investments, adding an estimated $949K. The largest seller was Bank of America, cutting an estimated $5.26M.

  • 59 institutional investors held VanEck Preferred Securities ex Financials ETF (PFXF) as of Q1 2017, unchanged from Q4 2016.
  • Funds reported $60.8M of VanEck Preferred Securities ex Financials ETF stock for Q1 2017, down 17% quarter-over-quarter.
  • 9 funds opened new VanEck Preferred Securities ex Financials ETF positions in Q1 2017 and 8 closed out, a net change of +1 holder.
  • The largest VanEck Preferred Securities ex Financials ETF buyer in Q1 2017 was Gradient Investments, an estimated $949K added.
  • The largest VanEck Preferred Securities ex Financials ETF seller in Q1 2017 was Bank of America, an estimated $5.26M sold.

Based on aggregated 13F filings for Q1 2017.