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VanEck Preferred Securities ex Financials ETF
PFXF

Overview Fund Activity

141 hedge funds and large institutions have $206M invested in VanEck Preferred Securities ex Financials ETF in 2022 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 42 increasing their positions, 43 reducing their positions, and 20 closing their positions.

Holders
141
Holders Change
+6
Holders Change %
+4.44%
% of All Funds
2.23%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
28
Increased
42
Reduced
43
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MAWAG
1
Mid-American Wealth Advisory Group
Missouri
$6.7M
2
RRWA
2
Rainey & Randall Wealth Advisors
Florida
$5.53M
3
IAIM
3
International Assets Investment Management
Florida
$2.3M
4
FFWM
4
Future Financial Wealth Management
Ohio
$1.82M
5
SPIA
5
Steward Partners Investment Advisory
New York
$1.78M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$4.97M
2
RH
2
RFG Holdings
Texas
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$4.33M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$488K
5
Mirae Asset Global Investments
5
Mirae Asset Global Investments
South Korea
$1.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPLA
26
Joseph P. Lucia & Associates
New York
$2.58M -$59.4K -2,893 -2%
SSWM
27
Sheets Smith Wealth Management
North Carolina
$2.36M +$232K +11,298 +11%
IAIM
28
International Assets Investment Management
Florida
$2.3M +$2.3M +85,868 New
LI
29
LMCG Investments
Massachusetts
$2.27M +$2.27M +110,615 New
PT
30
Plimoth Trust
Massachusetts
$2.1M -$373K -18,155 -15%
NA
31
NewEdge Advisors
Louisiana
$1.88M +$860K +41,874 +84%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$1.85M -$621K -30,227 -25%
FFWM
33
Future Financial Wealth Management
Ohio
$1.82M +$1.82M +88,562 New
SPIA
34
Steward Partners Investment Advisory
New York
$1.78M +$1.69M +82,228 +1,944%
SWM
35
Stockman Wealth Management
Montana
$1.66M -$33.6K -1,635 -2%
ORC
36
O'Rourke & Company
Massachusetts
$1.61M +$1.61M +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 +$133K +6,467 +11%
MGI
41
MayTech Global Investments
New York
$1.33M – – –
SWMG
42
Signature Wealth Management Group
Georgia
$1.28M +$214K +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 -$384K -18,714 -24%
Mirae Asset Global Investments
45
Mirae Asset Global Investments
South Korea
$1.17M -$1.27M -61,604 -52%
CCG
46
Cypress Capital Group
Florida
$1.14M +$216K +10,493 +23%
SWA
47
Sightline Wealth Advisors
Connecticut
$1.14M +$1.14M +55,362 New
Stifel Financial
48
Stifel Financial
Missouri
$1.11M -$4.35K -212 -0.4%
ACM
49
Advisors Capital Management
New Jersey
$989K +$229K +11,153 +30%
MCA
50
MSH Capital Advisors
Arizona
$935K -$8.22K -400 -0.9%
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