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VanEck Preferred Securities ex Financials ETF
PFXF

Overview Fund Activity

129 hedge funds and large institutions have $176M invested in VanEck Preferred Securities ex Financials ETF in 2022 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 37 increasing their positions, 50 reducing their positions, and 13 closing their positions.

Holders
129
Holders Change
-4
Holders Change %
-3.01%
% of All Funds
2.23%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
9
Increased
37
Reduced
50
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MWM
1
MY Wealth Management
Maryland
$13.3M
2
Morgan Stanley
2
Morgan Stanley
New York
$13.9M
3
Bank of America
3
Bank of America
North Carolina
$4.28M
4
PAG
4
Private Advisor Group
New Jersey
$2.86M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$1.22M

Top Sellers

1
CWM
1
Comprehensive Wealth Management
Washington
$0
2
1IA
2
1834 Investment Advisors
Wisconsin
$6.17M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$347K
4
LI
4
LMCG Investments
Massachusetts
$0
5
MGI
5
MayTech Global Investments
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JPLA
26
Joseph P. Lucia & Associates
New York
$2.19M -$1.69K -98 -0.1%
Truist Financial
27
Truist Financial
North Carolina
$2.14M +$299K +17,385 +16%
SSWM
28
Sheets Smith Wealth Management
North Carolina
$1.97M +$24.5K +1,426 +1%
PT
29
Plimoth Trust
Massachusetts
$1.76M +$21.1K +1,230 +1%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$1.63M +$21K +1,222 +1%
SPIA
31
Steward Partners Investment Advisory
New York
$1.59M -$2.44K -142 -0.2%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$1.58M +$100K +5,829 +7%
FFWM
33
Future Financial Wealth Management
Ohio
$1.53M -$73.1K -4,037 -5%
PFS
34
Prospera Financial Services
Texas
$1.48M +$60.3K +3,506 +4%
SWM
35
Stockman Wealth Management
Montana
$1.34M -$24.1K -1,400 -2%
FIA
36
Foundations Investment Advisors
Arizona
$1.24M +$309K +17,970 +33%
ORC
37
O'Rourke & Company
Massachusetts
$1.23M -$133K -7,749 -10%
Thrivent Financial for Lutherans
38
Thrivent Financial for Lutherans
Minnesota
$1.22M +$1.22M +71,010 New
TAM
39
Tocqueville Asset Management
New York
$1.19M – – –
SWMG
40
Signature Wealth Management Group
Georgia
$1.15M +$76.2K +4,429 +7%
Ameriprise
41
Ameriprise
Minnesota
$1.13M +$120K +6,997 +12%
NA
42
NewEdge Advisors
Louisiana
$978K +$103 +6 +0%
IRC
43
Investors Research Corp
Georgia
$972K +$250K +14,566 +35%
AWE
44
Avidian Wealth Enterprises
Texas
$946K +$263K +15,323 +39%
Stifel Financial
45
Stifel Financial
Missouri
$942K +$13.4K +781 +1%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$859K +$859K +49,959 New
Mirae Asset Global Investments
47
Mirae Asset Global Investments
South Korea
$846K -$129K -7,516 -13%
MCA
48
MSH Capital Advisors
Arizona
$812K – – –
CCG
49
Cypress Capital Group
Florida
$811K -$90.3K -5,250 -10%
DCM
50
Delta Capital Management
New Jersey
$789K -$32.7K -1,900 -4%
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