PFXF icon

VanEck Preferred Securities ex Financials ETF
PFXF

Overview Fund Activity

187 hedge funds and large institutions have $518M invested in VanEck Preferred Securities ex Financials ETF in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 76 increasing their positions, 57 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
-3
Holders Change %
-1.58%
% of All Funds
2.54%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
19
Increased
76
Reduced
57
Closed
19
Calls
$1.11M
Puts
$34K
Net Calls
+$1.07M
Net Calls Change
+$884K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$41.2M
2
CastleKeep Investment Advisors
2
CastleKeep Investment Advisors
Connecticut
$2.25M
3
CIA
3
Concurrent Investment Advisors
Florida
$5.35M
4
EH
4
Equitable Holdings
New York
$1.49M
5
SPIA
5
Steward Partners Investment Advisory
New York
$4.65M

Top Sellers

1
RCI
1
RS Crum Inc
California
$0
2
Raymond James Financial
2
Raymond James Financial
Florida
$36.5M
3
PAS
3
Park Avenue Securities
New York
$0
4
KAS
4
Kestra Advisory Services
Texas
$2.74M
5
FFWM
5
Future Financial Wealth Management
Ohio
$624K
Name Holding Trade Value Shares
Change 		Shares
Change %
IRC
26
Investors Research Corp
Georgia
$3.5M +$540K +32,204 +18%
SWA
27
Sax Wealth Advisors
New Jersey
$3.27M +$58.4K +3,483 +2%
WAP
28
Wealthcare Advisory Partners
Pennsylvania
$3.25M +$346K +20,645 +12%
Sumitomo Mitsui Trust Group
29
Sumitomo Mitsui Trust Group
Japan
$3.2M +$178K +10,639 +6%
FCM
30
Fortis Capital Management
Washington
$3.06M -$197K -11,761 -6%
PAG
31
Private Advisor Group
New Jersey
$2.93M +$366K +21,861 +14%
Truist Financial
32
Truist Financial
North Carolina
$2.86M +$143K +8,506 +5%
KAS
33
Kestra Advisory Services
Texas
$2.74M -$2.79M -166,250 -50%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$2.74M +$22.1K +1,320 +0.8%
Jones Financial Companies
35
Jones Financial Companies
Missouri
$2.72M +$966K +57,207 +55%
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$2.51M -$76K -4,532 -3%
BFA
37
Brendel Financial Advisors
New Hampshire
$2.38M -$3.17K -189 -0.1%
GWM
38
Geneos Wealth Management
Colorado
$2.25M +$1.17M +69,744 +108%
CastleKeep Investment Advisors
39
CastleKeep Investment Advisors
Connecticut
$2.25M +$2.03M +121,272 +939%
MRP
40
Measured Risk Portfolios
California
$2.25M +$65.8K +3,928 +3%
AIA
41
AssuredPartners Investment Advisors
Florida
$1.89M +$143K +8,559 +8%
CPIG
42
Chicago Partners Investment Group
Illinois
$1.75M +$86.3K +5,217 +5%
NAM
43
NTV Asset Management
West Virginia
$1.73M -$5.03K -300 -0.3%
JPLA
44
Joseph P. Lucia & Associates
New York
$1.73M +$18.8K +1,124 +1%
AWS
45
Atria Wealth Solutions
New York
$1.63M +$1.54K +92 +0.1%
AFP
46
Ausdal Financial Partners
Iowa
$1.58M +$52.2K +3,112 +3%
HWM
47
Howard Wealth Management
Connecticut
$1.58M +$140K +8,360 +10%
EH
48
Equitable Holdings
New York
$1.49M +$1.29M +77,230 +677%
Lido Advisors
49
Lido Advisors
California
$1.4M -$68.4K -4,081 -5%
GC
50
Guggenheim Capital
Illinois
$1.4M +$278K +16,573 +25%
1
2
3 4 5