PFXF icon

VanEck Preferred Securities ex Financials ETF
PFXF

Overview Fund Activity

133 hedge funds and large institutions have $216M invested in VanEck Preferred Securities ex Financials ETF in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 44 increasing their positions, 42 reducing their positions, and 21 closing their positions.

Holders
133
Holders Change
-8
Holders Change %
-5.67%
% of All Funds
2.25%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
15
Increased
44
Reduced
42
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
1
Comprehensive Wealth Management
Washington
$35.4M
2
UBS Group
2
UBS Group
Switzerland
$10.6M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$4.87M
4
Wells Fargo
4
Wells Fargo
California
$10.5M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$6.08M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$1.56M
2
IAIM
2
International Assets Investment Management
Florida
$0
3
Bank of America
3
Bank of America
North Carolina
$2.54M
4
AI
4
Atria Investments
North Carolina
$0
5
ACM
5
Advisors Capital Management
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JPLA
26
Joseph P. Lucia & Associates
New York
$2.31M +$40.6K +2,243 +2%
SSWM
27
Sheets Smith Wealth Management
North Carolina
$2.05M -$28.9K -1,599 -1%
LI
28
LMCG Investments
Massachusetts
$2.01M +$8.71K +481 +0.4%
Truist Financial
29
Truist Financial
North Carolina
$1.94M +$848K +46,834 +78%
PT
30
Plimoth Trust
Massachusetts
$1.83M -$27.7K -1,529 -1%
FFWM
31
Future Financial Wealth Management
Ohio
$1.82M – – –
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$1.69M +$60.2K +3,323 +4%
SPIA
33
Steward Partners Investment Advisory
New York
$1.68M +$113K +6,225 +7%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$1.56M -$3.1M -171,237 -67%
PFS
35
Prospera Financial Services
Texas
$1.49M +$286K +15,768 +24%
PAG
36
Private Advisor Group
New Jersey
$1.47M +$1.27M +70,364 +635%
ORC
37
O'Rourke & Company
Massachusetts
$1.44M +$22K +1,216 +2%
SWM
38
Stockman Wealth Management
Montana
$1.43M -$30.5K -1,685 -2%
TAM
39
Tocqueville Asset Management
New York
$1.25M – – –
MGI
40
MayTech Global Investments
New York
$1.17M – – –
SWMG
41
Signature Wealth Management Group
Georgia
$1.13M +$9.2K +508 +0.8%
SWA
42
Sightline Wealth Advisors
Connecticut
$1.07M +$63.5K +3,506 +6%
Ameriprise
43
Ameriprise
Minnesota
$1.06M -$256K -14,175 -19%
NA
44
NewEdge Advisors
Louisiana
$1.03M -$632K -34,912 -38%
Mirae Asset Global Investments
45
Mirae Asset Global Investments
South Korea
$1.03M – – –
Stifel Financial
46
Stifel Financial
Missouri
$977K +$417 +23 +0%
FIA
47
Foundations Investment Advisors
Arizona
$977K +$638K +35,342 +188%
CCG
48
Cypress Capital Group
Florida
$949K -$57.5K -3,175 -6%
DCM
49
Delta Capital Management
New Jersey
$865K +$98.1K +5,420 +13%
MCA
50
MSH Capital Advisors
Arizona
$855K +$30.4K +1,682 +4%
1
2
3 4 5