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VanEck Preferred Securities ex Financials ETF
PFXF

181 hedge funds and large institutions have $576M invested in VanEck Preferred Securities ex Financials ETF in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 72 increasing their positions, 55 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more call options, than puts

Call options by funds: $243K | Put options by funds: $157K

31% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 55

27% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 15

11% more capital invested

Capital invested by funds: $518M → $576M (+$57.8M)

2.63% more ownership

Funds ownership: 30.5% → 33.13% (+2.6%)

1% more funds holding

Funds holding: 179 → 181 (+2)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

Holders
181
Holders Change
+2
Holders Change %
+1.12%
% 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
19
Increased
72
Reduced
55
Closed
15
Calls
$243K
Puts
$157K
Net Calls
+$86K
Net Calls Change
-$136K

Top Buyers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
+$67.8M
2
CWM
Comprehensive Wealth Management
Washington
+$9.75M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$5.89M
4
Wells Fargo
Wells Fargo
California
+$5.78M
5
Morgan Stanley
Morgan Stanley
New York
+$5.28M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$8.41M
2
Bank of America
Bank of America
North Carolina
-$3.62M
3
MWM
MY Wealth Management
Maryland
-$2.94M
4
UBS Group
UBS Group
Switzerland
-$1.53M
5
ARG
Advisory Resource Group
Oklahoma
-$1.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
26
Concurrent Investment Advisors
Florida
$4.12M +$908K +51,548 +30%
Sumitomo Mitsui Trust Group
27
Sumitomo Mitsui Trust Group
Japan
$3.77M +$82.9K +4,709 +2%
FCM
28
Fortis Capital Management
Washington
$3.72M +$172K +9,746 +5%
Osaic Holdings
29
Osaic Holdings
Arizona
$3.49M -$43.4K -2,466 -1%
SWA
30
Sax Wealth Advisors
New Jersey
$3.46M +$103K +5,851 +3%
SPIA
31
Steward Partners Investment Advisory
New York
$3.4M +$325K +18,431 +11%
FFWM
32
Future Financial Wealth Management
Ohio
$3.25M +$205K +11,643 +7%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$3.05M -$725K -41,148 -20%
Truist Financial
34
Truist Financial
North Carolina
$2.91M +$133K +7,563 +5%
WAP
35
Wealthcare Advisory Partners
Pennsylvania
$2.9M +$42.6K +2,418 +2%
IRC
36
Investors Research Corp
Georgia
$2.8M +$374K +21,240 +16%
BFA
37
Brendel Financial Advisors
New Hampshire
$2.79M -$313K -17,786 -10%
PAG
38
Private Advisor Group
New Jersey
$2.66M +$109K +6,164 +4%
NAM
39
NTV Asset Management
West Virginia
$2.31M -$35.2K -2,000 -2%
AWS
40
Atria Wealth Solutions
New York
$1.99M -$164K -9,319 -8%
JPLA
41
Joseph P. Lucia & Associates
New York
$1.92M -$77.2K -4,383 -4%
SA
42
Sanctuary Advisors
Indiana
$1.8M +$249K +14,128 +17%
CPIG
43
Chicago Partners Investment Group
Illinois
$1.79M +$47.5K +2,695 +3%
AFP
44
Ausdal Financial Partners
Iowa
$1.71M -$123 -7 -0%
Lido Advisors
45
Lido Advisors
California
$1.62M -$48.1K -2,732 -3%
CCA
46
Cadent Capital Advisors
Oklahoma
$1.57M +$29.1K +1,655 +2%
SSWM
47
Sheets Smith Wealth Management
North Carolina
$1.51M -$6.92K -393 -0.5%
MCA
48
MSH Capital Advisors
Arizona
$1.46M +$40.2K +2,285 +3%
AWM
49
Apollon Wealth Management
South Carolina
$1.4M +$534K +30,348 +65%
IFG
50
Independent Financial Group
California
$1.4M +$627K +35,637 +87%
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PFXF Hedge Fund Activity: Q3 2024 in Review

181 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in VanEck Preferred Securities ex Financials ETF (PFXF) for Q3 2024, worth a combined $576M — up 11% from $518M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new PFXF positions and 15 closed out — a net gain of 4 holders — while 72 added to existing stakes and 55 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $67.8M. The largest seller was Ameriprise, cutting an estimated $8.41M.

  • 181 institutional investors held VanEck Preferred Securities ex Financials ETF (PFXF) as of Q3 2024, up from 179 in Q2 2024.
  • Funds reported $576M of VanEck Preferred Securities ex Financials ETF stock for Q3 2024, up 11% quarter-over-quarter.
  • 19 funds opened new VanEck Preferred Securities ex Financials ETF positions in Q3 2024 and 15 closed out, a net change of +4 holders.
  • The largest VanEck Preferred Securities ex Financials ETF buyer in Q3 2024 was International Assets Investment Management, an estimated $67.8M added.
  • The largest VanEck Preferred Securities ex Financials ETF seller in Q3 2024 was Ameriprise, an estimated $8.41M sold.

Based on aggregated 13F filings for Q3 2024.