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VanEck Preferred Securities ex Financials ETF
PFXF

Overview Fund Activity

179 hedge funds and large institutions have $517M invested in VanEck Preferred Securities ex Financials ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 67 increasing their positions, 52 reducing their positions, and 18 closing their positions.

Holders
179
Holders Change
+5
Holders Change %
+2.87%
% of All Funds
2.6%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
26
Increased
67
Reduced
52
Closed
18
Calls
$336K
Puts
$114K
Net Calls
+$222K
Net Calls Change
-$268K

Top Buyers

1
CWM
1
Comprehensive Wealth Management
Washington
$29.4M
2
OPAM
2
Ocean Park Asset Management
California
$4.94M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$13.8M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$8.39M
5
CCP
5
Carmel Capital Partners
California
$6.17M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$49.5M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$3.35M
3
Bank of America
3
Bank of America
North Carolina
$62.7M
4
MWM
4
MY Wealth Management
Maryland
$2.94M
5
CCA
5
Cadent Capital Advisors
Oklahoma
$1.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
Sumitomo Mitsui Trust Group
26
Sumitomo Mitsui Trust Group
Japan
$3.49M -$241K -13,946 -6%
FCM
27
Fortis Capital Management
Washington
$3.36M +$279K +16,142 +9%
Osaic Holdings
28
Osaic Holdings
Arizona
$3.35M -$4.56M -263,826 -58%
SWA
29
Sax Wealth Advisors
New Jersey
$3.18M +$361K +20,861 +13%
CIA
30
Concurrent Investment Advisors
Florida
$3.02M +$7.08K +409 +0.2%
Stifel Financial
31
Stifel Financial
Missouri
$2.98M +$552K +31,917 +23%
BFA
32
Brendel Financial Advisors
New Hampshire
$2.95M -$39.1K -2,258 -1%
MWM
33
MY Wealth Management
Maryland
$2.94M -$1.52M -87,626 -34%
SPIA
34
Steward Partners Investment Advisory
New York
$2.9M +$676K +39,062 +30%
FFWM
35
Future Financial Wealth Management
Ohio
$2.87M +$20.1K +1,162 +0.7%
WAP
36
Wealthcare Advisory Partners
Pennsylvania
$2.7M +$122K +7,046 +5%
Truist Financial
37
Truist Financial
North Carolina
$2.62M +$143K +8,247 +6%
PAG
38
Private Advisor Group
New Jersey
$2.41M -$13.8K -800 -0.6%
IRC
39
Investors Research Corp
Georgia
$2.29M +$284K +16,394 +14%
NAM
40
NTV Asset Management
West Virginia
$2.23M -$1.16K -67 -0.1%
AWS
41
Atria Wealth Solutions
New York
$2.05M -$31.3K -1,812 -2%
JPLA
42
Joseph P. Lucia & Associates
New York
$1.89M -$30.3K -1,749 -2%
CPIG
43
Chicago Partners Investment Group
Illinois
$1.67M +$5.54K +320 +0.3%
AFP
44
Ausdal Financial Partners
Iowa
$1.62M +$484 +28 +0%
Lido Advisors
45
Lido Advisors
California
$1.58M -$2.28K -132 -0.1%
Wealth Enhancement Advisory Services
46
Wealth Enhancement Advisory Services
Minnesota
$1.51M -$262K -15,152 -15%
CCA
47
Cadent Capital Advisors
Oklahoma
$1.46M -$1.02M -59,090 -41%
SA
48
Sanctuary Advisors
Indiana
$1.46M +$1.46M +85,591 New
SSWM
49
Sheets Smith Wealth Management
North Carolina
$1.43M -$89.2K -5,155 -6%
ARG
50
Advisory Resource Group
Oklahoma
$1.37M +$63.1K +3,647 +5%
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