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VanEck Preferred Securities ex Financials ETF

76 hedge funds and large institutions have $74.2M invested in VanEck Preferred Securities ex Financials ETF in 2019 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 28 increasing their positions, 19 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 19

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

21% more capital invested

Capital invested by funds: $61.3M → $74.2M (+$12.9M)

4% more funds holding

Funds holding: 7376 (+3)

1.75% more ownership

Funds ownership: 12.53%14.28% (+1.8%)

Holders
76
Holders Change
+3
Holders Change %
+4.11%
% of All Funds
1.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
28
Reduced
19
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OCM
26
Orleans Capital Management
Louisiana
$558K
DCM
27
Delta Capital Management
New Jersey
$516K +$58.7K +3,100 +13%
AI
28
Atria Investments
North Carolina
$496K +$139K +7,350 +40%
AA
29
Apriem Advisors
California
$487K +$15.2K +800 +3%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$480K +$468K +24,721 New
TLP
31
Trinity Legacy Partners
Texas
$479K +$150K +7,925 +47%
CIAS
32
Capital Investment Advisory Services
North Carolina
$476K +$161K +8,486 +53%
RBFC
33
Roman Butler Fullerton & Co
Missouri
$446K +$29.5K +1,557 +7%
WI
34
Wintrust Investments
Illinois
$401K
FWSM
35
First Wilshire Securities Management
California
$384K
WA
36
Wealthstar Advisors
Texas
$373K
SB
37
Suntrust Banks
Georgia
$368K +$455 +24 +0.1%
PAG
38
Private Advisor Group
New Jersey
$333K +$118K +6,251 +57%
MML Investors Services
39
MML Investors Services
Massachusetts
$331K -$55K -2,904 -15%
RJA
40
Raymond James & Associates
Florida
$298K +$2.12K +112 +0.7%
FMC
41
First Merchants Corp
Indiana
$266K -$18.9K -1,000 -7%
PFS
42
Prospera Financial Services
Texas
$245K
1SB
43
1ST Source Bank
Indiana
$243K -$16.7K -884 -7%
CWM
44
Cornerstone Wealth Management
Missouri
$239K +$46.7K +2,466 New
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$233K +$228K +12,026 New
BRWA
46
B. Riley Wealth Advisors
Florida
$214K -$1.42K -75 -0.7%
EWM
47
Executive Wealth Management
Michigan
$153K +$144K +7,577 +2,649%
GWM
48
Geneos Wealth Management
Colorado
$133K
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$102K
FANJ
50
Financial Architects (New Jersey)
New Jersey
$81K

PFXF Hedge Fund Activity: Q1 2019 in Review

76 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in VanEck Preferred Securities ex Financials ETF (PFXF) for Q1 2019, worth a combined $74.2M — up 21% from $61.3M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new PFXF positions and 11 closed out — a net gain of 4 holders — while 28 added to existing stakes and 19 trimmed.

The largest buyer was Texas Yale Capital Corp, adding an estimated $5.83M. The largest seller was Gradient Investments, cutting an estimated $7.6M.

  • 76 institutional investors held VanEck Preferred Securities ex Financials ETF (PFXF) as of Q1 2019, up from 73 in Q4 2018.
  • Funds reported $74.2M of VanEck Preferred Securities ex Financials ETF stock for Q1 2019, up 21% quarter-over-quarter.
  • 15 funds opened new VanEck Preferred Securities ex Financials ETF positions in Q1 2019 and 11 closed out, a net change of +4 holders.
  • The largest VanEck Preferred Securities ex Financials ETF buyer in Q1 2019 was Texas Yale Capital Corp, an estimated $5.83M added.
  • The largest VanEck Preferred Securities ex Financials ETF seller in Q1 2019 was Gradient Investments, an estimated $7.6M sold.

Based on aggregated 13F filings for Q1 2019.