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VanEck Preferred Securities ex Financials ETF
PFXF

179 hedge funds and large institutions have $518M invested in VanEck Preferred Securities ex Financials ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 68 increasing their positions, 52 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

195% more call options, than puts

Call options by funds: $336K | Put options by funds: $114K

44% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 18

31% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 52

8% more capital invested

Capital invested by funds: $480M → $518M (+$38.4M)

3% more funds holding

Funds holding: 174 → 179 (+5)

0.57% more ownership

Funds ownership: 29.93% → 30.5% (+0.57%)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

Holders
179
Holders Change
+5
Holders Change %
+2.87%
% of All Funds
2.59%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
26
Increased
68
Reduced
52
Closed
18
Calls
$336K
Puts
$114K
Net Calls
+$222K
Net Calls Change
-$268K

Top Buyers

Rank Fund Capital Flow
1
CWM
Comprehensive Wealth Management
Washington
+$29.4M
2
OPAM
Ocean Park Asset Management
California
+$4.95M
3
MML Investors Services
MML Investors Services
Massachusetts
+$3.71M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.79M
5
CCP
Carmel Capital Partners
California
+$2.36M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$4.76M
2
Osaic Holdings
Osaic Holdings
Arizona
-$4.57M
3
Bank of America
Bank of America
North Carolina
-$1.62M
4
MWM
MY Wealth Management
Maryland
-$1.52M
5
CCA
Cadent Capital Advisors
Oklahoma
-$1.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
Sumitomo Mitsui Trust Group
26
Sumitomo Mitsui Trust Group
Japan
$3.49M -$242K -13,946 -6%
FCM
27
Fortis Capital Management
Washington
$3.36M +$280K +16,142 +9%
Osaic Holdings
28
Osaic Holdings
Arizona
$3.35M -$4.57M -263,826 -58%
SWA
29
Sax Wealth Advisors
New Jersey
$3.18M +$362K +20,861 +13%
CIA
30
Concurrent Investment Advisors
Florida
$3.02M +$7.09K +409 +0.2%
Stifel Financial
31
Stifel Financial
Missouri
$2.98M +$553K +31,917 +23%
BFA
32
Brendel Financial Advisors
New Hampshire
$2.95M -$39.2K -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 +$677K +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 -$13.9K -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 -$31.4K -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 +$5.55K +320 +0.3%
AFP
44
Ausdal Financial Partners
Iowa
$1.62M +$485 +28 +0%
Lido Advisors
45
Lido Advisors
California
$1.58M -$2.29K -132 -0.1%
Wealth Enhancement Advisory Services
46
Wealth Enhancement Advisory Services
Minnesota
$1.51M -$263K -15,152 -15%
CCA
47
Cadent Capital Advisors
Oklahoma
$1.46M -$1.02M -59,090 -41%
SA
48
Sanctuary Advisors
Indiana
$1.46M +$1.48M +85,591 New
SSWM
49
Sheets Smith Wealth Management
North Carolina
$1.43M -$89.4K -5,155 -6%
ARG
50
Advisory Resource Group
Oklahoma
$1.37M +$63.2K +3,647 +5%
1
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PFXF Hedge Fund Activity: Q2 2024 in Review

179 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in VanEck Preferred Securities ex Financials ETF (PFXF) for Q2 2024, worth a combined $518M — up 8% from $480M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new PFXF positions and 18 closed out — a net gain of 8 holders — while 68 added to existing stakes and 52 trimmed.

The largest buyer was Comprehensive Wealth Management, opening a new position worth an estimated $29.4M. The largest seller was Morgan Stanley, cutting an estimated $4.76M.

  • 179 institutional investors held VanEck Preferred Securities ex Financials ETF (PFXF) as of Q2 2024, up from 174 in Q1 2024.
  • Funds reported $518M of VanEck Preferred Securities ex Financials ETF stock for Q2 2024, up 8% quarter-over-quarter.
  • 26 funds opened new VanEck Preferred Securities ex Financials ETF positions in Q2 2024 and 18 closed out, a net change of +8 holders.
  • The largest VanEck Preferred Securities ex Financials ETF buyer in Q2 2024 was Comprehensive Wealth Management, an estimated $29.4M added.
  • The largest VanEck Preferred Securities ex Financials ETF seller in Q2 2024 was Morgan Stanley, an estimated $4.76M sold.

Based on aggregated 13F filings for Q2 2024.