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VanEck Preferred Securities ex Financials ETF
PFXF

Overview Fund Activity

140 hedge funds and large institutions have $193M invested in VanEck Preferred Securities ex Financials ETF in 2022 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 43 increasing their positions, 47 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
140
Holders Change
+11
Holders Change %
+8.53%
% of All Funds
2.26%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
26
Increased
43
Reduced
47
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TWM
1
Tanager Wealth Management
United Kingdom
$12.5M
2
PA
2
Procyon Advisors
Connecticut
$8.59M
3
CBB
3
Citizens Business Bank
California
$3.39M
4
RCI
4
RS Crum Inc
California
$3.85M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$4.67M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$2.1M
2
RRWA
2
Rainey & Randall Wealth Advisors
Florida
$0
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$3.51M
4
1IA
4
1834 Investment Advisors
Wisconsin
$4.08M
5
TYCC
5
Texas Yale Capital Corp
Florida
$813K
Name Holding Trade Value Shares
Change 		Shares
Change %
JPLA
26
Joseph P. Lucia & Associates
New York
$2.02M -$108K -6,444 -5%
AWS
27
Atria Wealth Solutions
New York
$1.88M -$362K -21,637 -16%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$1.86M +$322K +19,240 +21%
FIA
29
Foundations Investment Advisors
Arizona
$1.72M +$515K +30,817 +43%
PT
30
Plimoth Trust
Massachusetts
$1.72M +$9.86K +590 +0.6%
BFS
31
Bard Financial Services
Connecticut
$1.69M -$756K -45,250 -31%
SSWM
32
Sheets Smith Wealth Management
North Carolina
$1.51M -$403K -24,135 -21%
SPIA
33
Steward Partners Investment Advisory
New York
$1.49M -$56.9K -3,405 -4%
FFWM
34
Future Financial Wealth Management
Ohio
$1.4M -$13.4K -801 -0.9%
PIA
35
Powell Investment Advisors
Florida
$1.35M +$1.35M +81,043 New
Ameriprise
36
Ameriprise
Minnesota
$1.24M +$141K +8,452 +13%
SWM
37
Stockman Wealth Management
Montana
$1.2M -$97.5K -5,835 -7%
IRC
38
Investors Research Corp
Georgia
$1.16M +$217K +13,015 +23%
SWMG
39
Signature Wealth Management Group
Georgia
$1.13M +$14.2K +847 +1%
Thrivent Financial for Lutherans
40
Thrivent Financial for Lutherans
Minnesota
$1.13M -$57K -3,415 -5%
CPIG
41
Chicago Partners Investment Group
Illinois
$1.1M +$1.1M +60,409 New
PFS
42
Prospera Financial Services
Texas
$1.07M -$365K -21,866 -25%
Truist Financial
43
Truist Financial
North Carolina
$990K -$1.09M -65,236 -52%
DADC
44
D.A. Davidson & Co
Montana
$850K +$850K +50,870 New
Mirae Asset Global Investments
45
Mirae Asset Global Investments
South Korea
$822K – – –
TYCC
46
Texas Yale Capital Corp
Florida
$813K -$1.62M -97,036 -67%
MCA
47
MSH Capital Advisors
Arizona
$789K – – –
DCM
48
Delta Capital Management
New Jersey
$767K – – –
AWE
49
Avidian Wealth Enterprises
Texas
$706K -$214K -12,799 -23%
PFA
50
Pathway Financial Advisers
Indiana
$696K +$696K +41,619 New
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