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VanEck Preferred Securities ex Financials ETF

183 hedge funds and large institutions have $470M invested in VanEck Preferred Securities ex Financials ETF in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 67 increasing their positions, 57 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 57

1.98% less ownership

Funds ownership: 28.17%26.19% (-2%)

4% less funds holding

Funds holding: 190183 (-7)

10% less capital invested

Capital invested by funds: $521M → $470M (-$51.4M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

25% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 28

Holders
183
Holders Change
-7
Holders Change %
-3.68%
% of All Funds
2.41%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
21
Increased
67
Reduced
57
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$3.43M -$644K -38,791 -16%
Jones Financial Companies
27
Jones Financial Companies
Missouri
$3.19M +$423K +25,511 +16%
PAG
28
Private Advisor Group
New Jersey
$3.1M +$104K +6,292 +4%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$3.05M -$1.39M -83,800 -32%
Truist Financial
30
Truist Financial
North Carolina
$2.89M -$33.2K -2,003 -1%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$2.8M +$2.19K +132 +0.1%
KAS
32
Kestra Advisory Services
Texas
$2.77M -$31.9K -1,923 -1%
BFA
33
Brendel Financial Advisors
New Hampshire
$2.5M +$68.1K +4,101 +3%
FCM
34
Fortis Capital Management
Washington
$2.48M -$630K -37,953 -21%
Sumitomo Mitsui Trust Group
35
Sumitomo Mitsui Trust Group
Japan
$2.34M -$901K -54,315 -28%
MRP
36
Measured Risk Portfolios
California
$2.33M +$33.9K +2,043 +2%
CastleKeep Investment Advisors
37
CastleKeep Investment Advisors
Connecticut
$2.3M
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$2.3M -$301K -18,120 -12%
SA
39
Sanctuary Advisors
Indiana
$2.25M +$412K +24,807 +23%
QC
40
Quadrature Capital
United Kingdom
$2.24M +$2.17M +130,881 New
NAM
41
NTV Asset Management
West Virginia
$2.11M +$330K +19,900 +19%
Mariner
42
Mariner
Kansas
$1.93M +$564K +33,981 +43%
CPIG
43
Chicago Partners Investment Group
Illinois
$1.87M +$12.8K +774 +0.7%
AWS
44
Atria Wealth Solutions
New York
$1.85M +$168K +10,152 +10%
IFG
45
Independent Financial Group
California
$1.81M +$132K +7,973 +8%
EH
46
Equitable Holdings
New York
$1.8M +$271K +16,326 +18%
SPC
47
Sigma Planning Corp
Michigan
$1.77M +$941K +56,675 +121%
JPLA
48
Joseph P. Lucia & Associates
New York
$1.74M -$25.4K -1,530 -1%
Creative Planning
49
Creative Planning
Kansas
$1.53M +$1.25M +75,220 +522%
HWM
50
Howard Wealth Management
Connecticut
$1.52M -$83.9K -5,058 -5%

PFXF Hedge Fund Activity: Q2 2025 in Review

183 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in VanEck Preferred Securities ex Financials ETF (PFXF) for Q2 2025, worth a combined $470M — down 9.9% from $521M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of PFXF and 21 opened new positions — a net loss of 7 holders — while 57 trimmed existing stakes and 67 added.

The largest buyer was Park Avenue Securities, opening a new position worth an estimated $5.17M. The largest seller was Comprehensive Wealth Management, exiting entirely with an estimated $35.8M sold.

  • 183 institutional investors held VanEck Preferred Securities ex Financials ETF (PFXF) as of Q2 2025, down from 190 in Q1 2025.
  • Funds reported $470M of VanEck Preferred Securities ex Financials ETF stock for Q2 2025, down 9.9% quarter-over-quarter.
  • 21 funds opened new VanEck Preferred Securities ex Financials ETF positions in Q2 2025 and 28 closed out, a net change of -7 holders.
  • The largest VanEck Preferred Securities ex Financials ETF buyer in Q2 2025 was Park Avenue Securities, an estimated $5.17M added.
  • The largest VanEck Preferred Securities ex Financials ETF seller in Q2 2025 was Comprehensive Wealth Management, an estimated $35.8M sold.

Based on aggregated 13F filings for Q2 2025.