We are live on ! Find out more
PFXF icon

VanEck Preferred Securities ex Financials ETF

209 hedge funds and large institutions have $587M invested in VanEck Preferred Securities ex Financials ETF in 2025 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 88 increasing their positions, 58 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 12

52% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 58

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

12% more capital invested

Capital invested by funds: $523M → $587M (+$64.6M)

10% more funds holding

Funds holding: 190209 (+19)

1.95% more ownership

Funds ownership: 27.03%28.98% (+2%)

Holders
209
Holders Change
+19
Holders Change %
+10%
% of All Funds
2.54%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
31
Increased
88
Reduced
58
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
26
Jones Financial Companies
Missouri
$4.01M +$380K +21,448 +10%
PAG
27
Private Advisor Group
New Jersey
$3.78M +$258K +14,544 +7%
WAP
28
Wealthcare Advisory Partners
Pennsylvania
$3.76M +$52.2K +2,949 +1%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$3.68M +$311K +17,544 +9%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$3.62M +$205K +11,588 +6%
Ameriprise
31
Ameriprise
Minnesota
$3.35M -$14.5K -816 -0.4%
CS
32
Capital Square
Tennessee
$3M +$2.06M +116,404 +217%
LCP
33
Larch Capital Partners
Florida
$2.95M +$2.96M +167,160 New
William Blair & Company
34
William Blair & Company
Illinois
$2.89M -$149K -8,393 -5%
BFA
35
Brendel Financial Advisors
New Hampshire
$2.88M +$99.4K +5,612 +4%
Truist Financial
36
Truist Financial
North Carolina
$2.87M -$87.1K -4,917 -3%
KAS
37
Kestra Advisory Services
Texas
$2.81M -$89.4K -5,049 -3%
NAM
38
NTV Asset Management
West Virginia
$2.79M +$113K +6,399 +4%
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$2.78M +$1.57M +88,771 +129%
AIA
40
AssuredPartners Investment Advisors
Florida
$2.48M +$2.12M +119,929 +579%
EH
41
Equitable Holdings
New York
$2.48M +$214K +12,102 +9%
SA
42
Sanctuary Advisors
Indiana
$2.42M +$121K +6,804 +5%
CastleKeep Investment Advisors
43
CastleKeep Investment Advisors
Connecticut
$2.38M +$6.11K +345 +0.3%
MRP
44
Measured Risk Portfolios
California
$2.35M -$66.4K -3,750 -3%
SPC
45
Sigma Planning Corp
Michigan
$2.16M +$230K +12,997 +12%
Wealth Enhancement Advisory Services
46
Wealth Enhancement Advisory Services
Minnesota
$2.06M -$428K -24,150 -17%
Lido Advisors
47
Lido Advisors
California
$2.06M
MA
48
Mezzasalma Advisors
New Jersey
$1.98M +$1.75M +98,854 +841%
IFG
49
Independent Financial Group
California
$1.95M -$245K -13,828 -11%
CPIG
50
Chicago Partners Investment Group
Illinois
$1.88M -$95.4K -5,385 -5%