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VanEck Preferred Securities ex Financials ETF

141 hedge funds and large institutions have $207M invested in VanEck Preferred Securities ex Financials ETF in 2022 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 43 increasing their positions, 43 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

35% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 20

4% more funds holding

Funds holding: 136141 (+5)

0.01% more ownership

Funds ownership: 19.84%19.86% (+0.01%)

0% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 43

5% less capital invested

Capital invested by funds: $218M → $207M (-$11M)

Holders
141
Holders Change
+5
Holders Change %
+3.68%
% of All Funds
2.22%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
27
Increased
43
Reduced
43
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JPLA
26
Joseph P. Lucia & Associates
New York
$2.58M -$59.2K -2,893 -2%
SSWM
27
Sheets Smith Wealth Management
North Carolina
$2.36M +$231K +11,298 +11%
IAIM
28
International Assets Investment Management
Florida
$2.3M +$1.76M +85,868 New
LI
29
LMCG Investments
Massachusetts
$2.27M +$2.27M +110,615 New
PT
30
Plimoth Trust
Massachusetts
$2.1M -$372K -18,155 -15%
NA
31
NewEdge Advisors
Louisiana
$1.88M +$857K +41,874 +84%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$1.85M -$619K -30,227 -25%
FFWM
33
Future Financial Wealth Management
Ohio
$1.82M +$1.81M +88,562 New
SPIA
34
Steward Partners Investment Advisory
New York
$1.78M +$1.68M +82,228 +1,944%
SWM
35
Stockman Wealth Management
Montana
$1.66M -$33.5K -1,635 -2%
ORC
36
O'Rourke & Company
Massachusetts
$1.61M +$1.6M +78,181 New
Ameriprise
37
Ameriprise
Minnesota
$1.5M -$1.22M -59,506 -45%
AI
38
Atria Investments
North Carolina
$1.46M +$1.46M +71,244 New
TAM
39
Tocqueville Asset Management
New York
$1.42M +$1.42M +69,300 New
PFS
40
Prospera Financial Services
Texas
$1.37M +$132K +6,467 +11%
MGI
41
MayTech Global Investments
New York
$1.33M
SWMG
42
Signature Wealth Management Group
Georgia
$1.27M +$213K +10,393 +20%
DAS
43
Dynamic Advisor Solutions
Arizona
$1.26M +$1.26M +61,341 New
Truist Financial
44
Truist Financial
North Carolina
$1.24M -$383K -18,714 -24%
Mirae Asset Global Investments
45
Mirae Asset Global Investments
South Korea
$1.17M -$1.26M -61,604 -52%
CCG
46
Cypress Capital Group
Florida
$1.14M +$215K +10,493 +23%
SWA
47
Sightline Wealth Advisors
Connecticut
$1.14M +$1.13M +55,362 New
Stifel Financial
48
Stifel Financial
Missouri
$1.11M -$4.34K -212 -0.4%
ACM
49
Advisors Capital Management
New Jersey
$989K +$228K +11,153 +30%
MCA
50
MSH Capital Advisors
Arizona
$935K -$8.19K -400 -0.9%

PFXF Hedge Fund Activity: Q1 2022 in Review

141 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in VanEck Preferred Securities ex Financials ETF (PFXF) for Q1 2022, worth a combined $207M — down 5.1% from $218M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new PFXF positions and 20 closed out — a net gain of 7 holders — while 43 added to existing stakes and 43 trimmed.

The largest buyer was Mid-American Wealth Advisory Group, adding an estimated $3.94M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $10.6M.

  • 141 institutional investors held VanEck Preferred Securities ex Financials ETF (PFXF) as of Q1 2022, up from 136 in Q4 2021.
  • Funds reported $207M of VanEck Preferred Securities ex Financials ETF stock for Q1 2022, down 5.1% quarter-over-quarter.
  • 27 funds opened new VanEck Preferred Securities ex Financials ETF positions in Q1 2022 and 20 closed out, a net change of +7 holders.
  • The largest VanEck Preferred Securities ex Financials ETF buyer in Q1 2022 was Mid-American Wealth Advisory Group, an estimated $3.94M added.
  • The largest VanEck Preferred Securities ex Financials ETF seller in Q1 2022 was Raymond James Financial Services Advisors, an estimated $10.6M sold.

Based on aggregated 13F filings for Q1 2022.