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VanEck Preferred Securities ex Financials ETF
PFXF

Overview Fund Activity

146 hedge funds and large institutions have $262M invested in VanEck Preferred Securities ex Financials ETF in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 49 increasing their positions, 44 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
+6
Holders Change %
+4.29%
% of All Funds
2.34%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
24
Increased
49
Reduced
44
Closed
16
Calls
$37K
Puts
$4K
Net Calls
+$33K
Net Calls Change
+$33K

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$10.6M
2
MWM
2
Moran Wealth Management
Florida
$5.14M
3
Morgan Stanley
3
Morgan Stanley
New York
$19.4M
4
AWM
4
AE Wealth Management
Kansas
$3.75M
5
PA
5
Procyon Advisors
Connecticut
$11.6M

Top Sellers

1
CBB
1
Citizens Business Bank
California
$0
2
Truist Financial
2
Truist Financial
North Carolina
$197K
3
WAM
3
Wakefield Asset Management
Colorado
$2.52M
4
1IA
4
1834 Investment Advisors
Wisconsin
$3.73M
5
TAM
5
Tocqueville Asset Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$2.34M +$125K +7,101 +6%
NAM
27
NTV Asset Management
West Virginia
$2.3M – – –
JPLA
28
Joseph P. Lucia & Associates
New York
$2.19M +$47.5K +2,691 +2%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$2.17M +$211K +11,943 +11%
PAS
30
Park Avenue Securities
New York
$2.01M +$2.01M +113,973 New
IAIM
31
International Assets Investment Management
Florida
$1.97M +$1.97M +102,064 New
FIA
32
Foundations Investment Advisors
Arizona
$1.96M +$147K +8,315 +8%
AI
33
Atria Investments
North Carolina
$1.88M +$1.88M +106,549 New
PT
34
Plimoth Trust
Massachusetts
$1.73M -$78.7K -4,460 -4%
AWS
35
Atria Wealth Solutions
New York
$1.66M -$324K -18,363 -16%
SSWM
36
Sheets Smith Wealth Management
North Carolina
$1.6M +$4.41K +250 +0.3%
PIA
37
Powell Investment Advisors
Florida
$1.55M +$120K +6,785 +8%
SPIA
38
Steward Partners Investment Advisory
New York
$1.53M -$47.5K -2,689 -3%
Ameriprise
39
Ameriprise
Minnesota
$1.48M +$174K +9,869 +13%
IRC
40
Investors Research Corp
Georgia
$1.41M +$179K +10,126 +15%
BFS
41
Bard Financial Services
Connecticut
$1.4M -$385K -21,835 -22%
WAP
42
Wealthcare Advisory Partners
Pennsylvania
$1.4M +$1.2M +68,112 +612%
NA
43
NewEdge Advisors
Louisiana
$1.33M +$219K +12,402 +20%
DADC
44
D.A. Davidson & Co
Montana
$1.24M +$341K +19,339 +38%
SWMG
45
Signature Wealth Management Group
Georgia
$1.24M +$39.8K +2,254 +3%
CPIG
46
Chicago Partners Investment Group
Illinois
$1.06M +$5.87K +335 +0.6%
Thrivent Financial for Lutherans
47
Thrivent Financial for Lutherans
Minnesota
$1.06M -$122K -6,959 -10%
SWM
48
Stockman Wealth Management
Montana
$1.03M -$245K -13,885 -19%
PFS
49
Prospera Financial Services
Texas
$965K -$167K -9,487 -15%
MCA
50
MSH Capital Advisors
Arizona
$911K +$77.6K +4,395 +9%
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