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VanEck Preferred Securities ex Financials ETF
PFXF

Overview Fund Activity

135 hedge funds and large institutions have $217M invested in VanEck Preferred Securities ex Financials ETF in 2021 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 50 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
135
Holders Change
+19
Holders Change %
+16.38%
% of All Funds
2.08%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
28
Increased
50
Reduced
26
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$13.6M
2
Wells Fargo
2
Wells Fargo
California
$11.3M
3
SA
3
Stewardship Advisors
Pennsylvania
$1.55M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$5.29M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$5.74M

Top Sellers

1
CPIG
1
Chicago Partners Investment Group
Illinois
$320K
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.64M
3
RG
3
Retirement Group
California
$414K
4
Sumitomo Mitsui Trust Group
4
Sumitomo Mitsui Trust Group
Japan
$4.52M
5
SWM
5
Stockman Wealth Management
Montana
$1.81M
Name Holding Trade Value Shares
Change 		Shares
Change %
PT
26
Plimoth Trust
Massachusetts
$2.64M -$14K -640 -0.5%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$2.64M -$582K -26,624 -18%
PA
28
Procyon Advisors
Connecticut
$2.61M +$149K +6,814 +6%
Mirae Asset Global Investments
29
Mirae Asset Global Investments
South Korea
$2.59M -$36.2K -1,655 -1%
SSWM
30
Sheets Smith Wealth Management
North Carolina
$2.26M +$321K +14,680 +17%
MML Investors Services
31
MML Investors Services
Massachusetts
$1.93M -$98.8K -4,515 -5%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$1.91M +$102K +4,661 +6%
SWM
33
Stockman Wealth Management
Montana
$1.81M -$377K -17,250 -17%
Truist Financial
34
Truist Financial
North Carolina
$1.73M +$74.8K +3,421 +5%
SA
35
Stewardship Advisors
Pennsylvania
$1.55M +$1.55M +70,751 New
MGI
36
MayTech Global Investments
New York
$1.42M – – –
PFS
37
Prospera Financial Services
Texas
$1.32M +$185K +8,472 +16%
PP
38
Prudential plc
United Kingdom
$1.31M – – –
SWA
39
SFMG Wealth Advisors
Texas
$1.27M +$882K +40,280 +226%
Stifel Financial
40
Stifel Financial
Missouri
$1.18M +$213K +9,731 +22%
SWMG
41
Signature Wealth Management Group
Georgia
$1.13M +$12.2K +556 +1%
NA
42
NewEdge Advisors
Louisiana
$1.09M +$664K +30,341 +155%
MCA
43
MSH Capital Advisors
Arizona
$1.01M +$1.01M +45,937 New
CCG
44
Cypress Capital Group
Florida
$987K -$343K -15,675 -26%
AWE
45
Avidian Wealth Enterprises
Texas
$958K +$24K +1,097 +3%
KA
46
Kovack Advisors
Florida
$926K +$31.4K +1,433 +4%
DCM
47
Delta Capital Management
New Jersey
$901K +$10.1K +460 +1%
NFG
48
Next Financial Group
Texas
$849K +$29.3K +1,339 +4%
ACM
49
Advisors Capital Management
New Jersey
$809K +$809K +36,996 New
AF
50
Advisornet Financial
Minnesota
$775K -$15.3K -700 -2%
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