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VanEck Preferred Securities ex Financials ETF
PFXF

190 hedge funds and large institutions have $521M invested in VanEck Preferred Securities ex Financials ETF in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 78 increasing their positions, 57 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,159% more call options, than puts

Call options by funds: $1.11M | Put options by funds: $34K

37% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 57

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

0% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 19

1% less funds holding

Funds holding: 191 → 190 (-1)

1.5% less ownership

Funds ownership: 29.67% → 28.17% (-1.5%)

7% less capital invested

Capital invested by funds: $562M → $521M (-$40.8M)

Holders
190
Holders Change
-1
Holders Change %
-0.52%
% of All Funds
2.55%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
19
Increased
78
Reduced
57
Closed
19
Calls
$1.11M
Puts
$34K
Net Calls
+$1.07M
Net Calls Change
+$884K

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$4.92M
2
CastleKeep Investment Advisors
CastleKeep Investment Advisors
Connecticut
+$2.09M
3
CIA
Concurrent Investment Advisors
Florida
+$2.06M
4
EH
Equitable Holdings
New York
+$1.33M
5
SPIA
Steward Partners Investment Advisory
New York
+$1.25M

Top Sellers

Rank Fund Capital Flow
1
RCI
RS Crum Inc
California
-$23.9M
2
Raymond James Financial
Raymond James Financial
Florida
-$5.36M
3
PAS
Park Avenue Securities
New York
-$4.5M
4
KAS
Kestra Advisory Services
Texas
-$2.87M
5
FFWM
Future Financial Wealth Management
Ohio
-$1.97M
Name Holding Trade Value Shares
Change 		Change in
Stake
IRC
26
Investors Research Corp
Georgia
$3.5M +$556K +32,204 +18%
SWA
27
Sax Wealth Advisors
New Jersey
$3.27M +$60.1K +3,483 +2%
WAP
28
Wealthcare Advisory Partners
Pennsylvania
$3.25M +$356K +20,645 +12%
Sumitomo Mitsui Trust Group
29
Sumitomo Mitsui Trust Group
Japan
$3.2M +$184K +10,639 +6%
FCM
30
Fortis Capital Management
Washington
$3.06M -$203K -11,761 -6%
PAG
31
Private Advisor Group
New Jersey
$2.93M +$377K +21,861 +14%
Truist Financial
32
Truist Financial
North Carolina
$2.86M +$147K +8,506 +5%
KAS
33
Kestra Advisory Services
Texas
$2.74M -$2.87M -166,250 -50%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$2.74M +$22.8K +1,320 +0.8%
Jones Financial Companies
35
Jones Financial Companies
Missouri
$2.72M +$987K +57,207 +55%
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$2.51M -$78.2K -4,532 -3%
BFA
37
Brendel Financial Advisors
New Hampshire
$2.38M -$3.26K -189 -0.1%
GWM
38
Geneos Wealth Management
Colorado
$2.25M +$1.2M +69,744 +108%
CastleKeep Investment Advisors
39
CastleKeep Investment Advisors
Connecticut
$2.25M +$2.09M +121,272 +939%
MRP
40
Measured Risk Portfolios
California
$2.25M +$67.8K +3,928 +3%
AIA
41
AssuredPartners Investment Advisors
Florida
$1.89M +$148K +8,559 +8%
SA
42
Sanctuary Advisors
Indiana
$1.79M +$78.1K +4,527 +4%
CPIG
43
Chicago Partners Investment Group
Illinois
$1.75M +$90K +5,217 +5%
NAM
44
NTV Asset Management
West Virginia
$1.73M -$5.18K -300 -0.3%
JPLA
45
Joseph P. Lucia & Associates
New York
$1.73M +$19.4K +1,124 +1%
IFG
46
Independent Financial Group
California
$1.63M +$264K +15,309 +19%
AWS
47
Atria Wealth Solutions
New York
$1.63M +$1.59K +92 +0.1%
AFP
48
Ausdal Financial Partners
Iowa
$1.58M +$53.7K +3,112 +3%
HWM
49
Howard Wealth Management
Connecticut
$1.58M +$144K +8,360 +10%
EH
50
Equitable Holdings
New York
$1.49M +$1.33M +77,230 +677%
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PFXF Hedge Fund Activity: Q1 2025 in Review

190 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in VanEck Preferred Securities ex Financials ETF (PFXF) for Q1 2025, worth a combined $521M — down 7.3% from $562M a quarter earlier.

Fund positioning in PFXF was balanced in Q1 2025: 19 funds opened new positions, 19 closed out, 78 added to existing stakes and 57 trimmed.

The largest buyer was LPL Financial, adding an estimated $4.92M. The largest seller was RS Crum Inc, exiting entirely with an estimated $23.9M sold.

  • 190 institutional investors held VanEck Preferred Securities ex Financials ETF (PFXF) as of Q1 2025, down from 191 in Q4 2024.
  • Funds reported $521M of VanEck Preferred Securities ex Financials ETF stock for Q1 2025, down 7.3% quarter-over-quarter.
  • 19 funds opened new VanEck Preferred Securities ex Financials ETF positions in Q1 2025 and 19 closed out, a net change of 0 holders.
  • The largest VanEck Preferred Securities ex Financials ETF buyer in Q1 2025 was LPL Financial, an estimated $4.92M added.
  • The largest VanEck Preferred Securities ex Financials ETF seller in Q1 2025 was RS Crum Inc, an estimated $23.9M sold.

Based on aggregated 13F filings for Q1 2025.