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VanEck Preferred Securities ex Financials ETF
PFXF

191 hedge funds and large institutions have $562M invested in VanEck Preferred Securities ex Financials ETF in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 77 increasing their positions, 47 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

463% more call options, than puts

Call options by funds: $231K | Put options by funds: $41K

78% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 18

64% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 47

6% more funds holding

Funds holding: 181 → 191 (+10)

2% less capital invested

Capital invested by funds: $576M → $562M (-$13.8M)

3.46% less ownership

Funds ownership: 33.13% → 29.67% (-3.5%)

33% less funds holding in top 10

Funds holding in top 10: 6 → 4 (-2)

Holders
191
Holders Change
+10
Holders Change %
+5.52%
% of All Funds
2.52%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
32
Increased
77
Reduced
47
Closed
18
Calls
$231K
Puts
$41K
Net Calls
+$190K
Net Calls Change
+$104K

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$6.83M
2
LAM
L2 Asset Management
Massachusetts
+$4.68M
3
MML Investors Services
MML Investors Services
Massachusetts
+$2.12M
4
QC
Quadrature Capital
United Kingdom
+$1.99M
5
Jane Street
Jane Street
New York
+$1.96M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$7.29M
2
OPAM
Ocean Park Asset Management
California
-$5.22M
3
PAS
Park Avenue Securities
New York
-$2.81M
4
Renaissance Technologies
Renaissance Technologies
New York
-$1.06M
5
Goldman Sachs
Goldman Sachs
New York
-$1.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
26
Steward Partners Investment Advisory
New York
$3.53M +$337K +18,728 +10%
CIA
27
Concurrent Investment Advisors
Florida
$3.45M -$466K -25,924 -11%
FCM
28
Fortis Capital Management
Washington
$3.36M -$164K -9,133 -4%
SWA
29
Sax Wealth Advisors
New Jersey
$3.3M +$33K +1,837 +1%
Sumitomo Mitsui Trust Group
30
Sumitomo Mitsui Trust Group
Japan
$3.11M -$471K -26,188 -13%
IRC
31
Investors Research Corp
Georgia
$3.04M +$413K +22,978 +15%
WAP
32
Wealthcare Advisory Partners
Pennsylvania
$2.98M +$256K +14,249 +9%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$2.8M -$86.5K -4,812 -3%
Truist Financial
34
Truist Financial
North Carolina
$2.79M +$50.1K +2,787 +2%
Wealth Enhancement Advisory Services
35
Wealth Enhancement Advisory Services
Minnesota
$2.67M +$1.46M +81,254 +111%
PAG
36
Private Advisor Group
New Jersey
$2.64M +$132K +7,327 +5%
FFWM
37
Future Financial Wealth Management
Ohio
$2.61M -$472K -26,243 -15%
BFA
38
Brendel Financial Advisors
New Hampshire
$2.45M -$191K -10,627 -7%
MRP
39
Measured Risk Portfolios
California
$2.24M +$2.34M +130,088 New
Jane Street
40
Jane Street
New York
$2.16M +$1.96M +109,094 +679%
QC
41
Quadrature Capital
United Kingdom
$1.9M +$1.99M +110,389 New
AIA
42
AssuredPartners Investment Advisors
Florida
$1.8M +$1.88M +104,445 New
SA
43
Sanctuary Advisors
Indiana
$1.8M +$47K +2,616 +3%
Jones Financial Companies
44
Jones Financial Companies
Missouri
$1.79M +$976K +54,285 +110%
NAM
45
NTV Asset Management
West Virginia
$1.79M -$416K -23,113 -18%
JPLA
46
Joseph P. Lucia & Associates
New York
$1.76M -$57.2K -3,183 -3%
CPIG
47
Chicago Partners Investment Group
Illinois
$1.74M +$35K +1,948 +2%
AWS
48
Atria Wealth Solutions
New York
$1.67M -$216K -12,033 -11%
AFP
49
Ausdal Financial Partners
Iowa
$1.57M -$47.7K -2,650 -3%
CCA
50
Cadent Capital Advisors
Oklahoma
$1.53M +$50.5K +2,810 +3%
1
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3 4 5

PFXF Hedge Fund Activity: Q4 2024 in Review

191 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in VanEck Preferred Securities ex Financials ETF (PFXF) for Q4 2024, worth a combined $562M — down 2.4% from $576M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new PFXF positions and 18 closed out — a net gain of 14 holders — while 77 added to existing stakes and 47 trimmed.

The largest buyer was Wells Fargo, adding an estimated $6.83M. The largest seller was Morgan Stanley, cutting an estimated $7.29M.

  • 191 institutional investors held VanEck Preferred Securities ex Financials ETF (PFXF) as of Q4 2024, up from 181 in Q3 2024.
  • Funds reported $562M of VanEck Preferred Securities ex Financials ETF stock for Q4 2024, down 2.4% quarter-over-quarter.
  • 32 funds opened new VanEck Preferred Securities ex Financials ETF positions in Q4 2024 and 18 closed out, a net change of +14 holders.
  • The largest VanEck Preferred Securities ex Financials ETF buyer in Q4 2024 was Wells Fargo, an estimated $6.83M added.
  • The largest VanEck Preferred Securities ex Financials ETF seller in Q4 2024 was Morgan Stanley, an estimated $7.29M sold.

Based on aggregated 13F filings for Q4 2024.