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VanEck Preferred Securities ex Financials ETF
PFXF

Overview Fund Activity

143 hedge funds and large institutions have $314M invested in VanEck Preferred Securities ex Financials ETF in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 63 increasing their positions, 31 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
-3
Holders Change %
-2.05%
% of All Funds
2.26%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
18
Increased
63
Reduced
31
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$16.4M
2
LPL Financial
2
LPL Financial
California
$22.5M
3
Morgan Stanley
3
Morgan Stanley
New York
$25M
4
LFAS
4
Level Four Advisory Services
Texas
$5.49M
5
Ameriprise
5
Ameriprise
Minnesota
$5.66M

Top Sellers

1
MWM
1
Moran Wealth Management
Florida
$0
2
WAM
2
Wakefield Asset Management
Colorado
$0
3
IAIM
3
International Assets Investment Management
Florida
$0
4
FIA
4
Foundations Investment Advisors
Arizona
$0
5
AI
5
Atria Investments
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
1IA
26
1834 Investment Advisors
Wisconsin
$2.94M -$785K -44,405 -21%
PAS
27
Park Avenue Securities
New York
$2.75M +$734K +41,528 +36%
BFA
28
Brendel Financial Advisors
New Hampshire
$2.72M +$2.72M +153,653 New
Lido Advisors
29
Lido Advisors
California
$2.59M -$66.4K -3,693 -2%
FFWM
30
Future Financial Wealth Management
Ohio
$2.58M -$565 -32 -0%
UBS Group
31
UBS Group
Switzerland
$2.44M +$94.1K +5,323 +4%
RJA
32
Raymond James & Associates
Florida
$2.38M +$2.38M +134,440 New
NAM
33
NTV Asset Management
West Virginia
$2.33M +$26.5K +1,500 +1%
AWS
34
Atria Wealth Solutions
New York
$2.31M +$652K +36,924 +39%
JPLA
35
Joseph P. Lucia & Associates
New York
$2.14M -$50.3K -2,844 -2%
WAP
36
Wealthcare Advisory Partners
Pennsylvania
$2.09M +$686K +38,846 +49%
PT
37
Plimoth Trust
Massachusetts
$1.7M -$33.7K -1,905 -2%
SSWM
38
Sheets Smith Wealth Management
North Carolina
$1.65M +$51.2K +2,900 +3%
PIA
39
Powell Investment Advisors
Florida
$1.55M +$1.11K +63 +0.1%
IRC
40
Investors Research Corp
Georgia
$1.55M +$140K +7,925 +10%
SPIA
41
Steward Partners Investment Advisory
New York
$1.46M -$72.1K -4,080 -5%
NA
42
NewEdge Advisors
Louisiana
$1.41M +$77.1K +4,362 +6%
CPIG
43
Chicago Partners Investment Group
Illinois
$1.32M +$269K +15,553 +26%
SWMG
44
Signature Wealth Management Group
Georgia
$1.31M +$72.1K +4,082 +6%
DADC
45
D.A. Davidson & Co
Montana
$1.27M +$33.5K +1,895 +3%
BFS
46
Bard Financial Services
Connecticut
$1.18M -$225K -12,750 -16%
PFS
47
Prospera Financial Services
Texas
$1.16M +$193K +10,893 +20%
Thrivent Financial for Lutherans
48
Thrivent Financial for Lutherans
Minnesota
$990K -$65.2K -3,747 -6%
MCA
49
MSH Capital Advisors
Arizona
$948K +$35.7K +2,021 +4%
AWE
50
Avidian Wealth Enterprises
Texas
$859K +$31.2K +1,767 +4%
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