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VanEck Preferred Securities ex Financials ETF
PFXF

Overview Fund Activity

116 hedge funds and large institutions have $146M invested in VanEck Preferred Securities ex Financials ETF in 2021 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 42 increasing their positions, 27 reducing their positions, and 11 closing their positions.

Holders
116
Holders Change
+13
Holders Change %
+12.62%
% of All Funds
2.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
42
Reduced
27
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$16.7M
2
1IA
2
1834 Investment Advisors
Wisconsin
$11M
3
SSWM
3
Sheets Smith Wealth Management
North Carolina
$1.88M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$4.5M
5
LPL Financial
5
LPL Financial
California
$14.3M

Top Sellers

1
CAM
1
Congress Asset Management
Massachusetts
$644K
2
Sumitomo Mitsui Trust Group
2
Sumitomo Mitsui Trust Group
Japan
$6.58M
3
PT
3
Plimoth Trust
Massachusetts
$3.48M
4
BWM
4
BCS Wealth Management
Tennessee
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
XF
26
XML Financial
Maryland
$1.41M +$56.6K +2,721 +4%
CCG
27
Cypress Capital Group
Florida
$1.3M -$53.1K -2,550 -4%
PP
28
Prudential plc
United Kingdom
$1.25M -$416K -20,000 -25%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$1.15M -$1.94K -93 -0.2%
CPIG
30
Chicago Partners Investment Group
Illinois
$1.02M +$44.1K +2,079 +5%
SWMG
31
Signature Wealth Management Group
Georgia
$937K +$937K +45,029 New
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$922K +$46.8K +2,246 +5%
DCM
33
Delta Capital Management
New Jersey
$851K +$195K +9,350 +30%
PFS
34
Prospera Financial Services
Texas
$792K +$208K +10,019 +36%
MML Investors Services
35
MML Investors Services
Massachusetts
$783K +$506K +24,339 +183%
AF
36
Advisornet Financial
Minnesota
$752K +$20.8K +1,000 +3%
RJA
37
Raymond James & Associates
Florida
$719K +$102K +4,898 +17%
NFG
38
Next Financial Group
Texas
$716K +$53.7K +2,579 +8%
TWA
39
TCI Wealth Advisors
Arizona
$669K -$3.43K -165 -0.5%
CAM
40
Congress Asset Management
Massachusetts
$644K -$5.77M -277,076 -90%
AA
41
Apriem Advisors
California
$606K +$20.8K +1,000 +4%
RBFC
42
Roman Butler Fullerton & Co
Missouri
$605K +$19.2K +909 +3%
WA
43
Wealth Alliance
New York
$602K +$3.15K +151 +0.5%
MCM
44
Mainstay Capital Management
Michigan
$564K +$164K +7,865 +41%
AWE
45
Avidian Wealth Enterprises
Texas
$561K +$153K +7,364 +38%
PA
46
Pinnacle Associates
New York
$552K -$34.2K -1,645 -6%
FAIM
47
Financial Advocates Investment Management
Washington
$528K +$528K +8,224 New
RG
48
Retirement Group
California
$516K +$506K +24,300 +4,860%
MPWT
49
MassMutual Private Wealth & Trust
Connecticut
$495K +$495K +23,782 New
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$461K +$9.64K +463 +2%
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