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VanEck Preferred Securities ex Financials ETF

229 hedge funds and large institutions have $880M invested in VanEck Preferred Securities ex Financials ETF in 2026 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 93 increasing their positions, 63 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 16

48% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 63

39% more capital invested

Capital invested by funds: $633M → $880M (+$247M)

7% more funds holding

Funds holding: 214229 (+15)

6.22% more ownership

Funds ownership: 29.91%36.13% (+6.2%)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
229
Holders Change
+15
Holders Change %
+7.01%
% of All Funds
2.77%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.06%
New
35
Increased
93
Reduced
63
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$5.42M +$1.78M +96,669 +47%
MA
27
Mezzasalma Advisors
New Jersey
$5.41M +$5.31M +289,134 +2,053%
SCI
28
Silver Coast Investments
United States
$5.4M -$23K -1,253 -0.4%
Jones Financial Companies
29
Jones Financial Companies
Missouri
$5.38M +$1.12M +61,001 +25%
CCP
30
Carmel Capital Partners
California
$5.29M -$1.81M -98,371 -25%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$4.98M +$3.42M +186,370 +201%
PAS
32
Park Avenue Securities
New York
$4.95M -$340K -18,487 -6%
Ameriprise
33
Ameriprise
Minnesota
$4.72M +$885K +48,162 +22%
SPIA
34
Steward Partners Investment Advisory
New York
$4.46M +$125K +6,804 +3%
SIS
35
Sound Income Strategies
Florida
$4.35M -$135K -7,364 -3%
AC
36
Apella Capital
Connecticut
$4.33M -$76.7K -4,174 -2%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$4.32M -$23.8K -1,297 -0.5%
CS
38
Capital Square
Tennessee
$4.16M -$696K -37,856 -14%
WAP
39
Wealthcare Advisory Partners
Pennsylvania
$4.14M +$248K +13,495 +6%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$3.69M +$3.8M +206,717 New
OIM
41
Opus Investment Management
Massachusetts
$3.34M +$3.44M +187,450 New
NAM
42
NTV Asset Management
West Virginia
$3.19M +$23.9K +1,300 +0.7%
EH
43
Equitable Holdings
New York
$3.01M +$80.9K +4,403 +3%
Truist Financial
44
Truist Financial
North Carolina
$2.93M +$135K +7,345 +5%
SA
45
Sanctuary Advisors
Indiana
$2.9M +$81.5K +4,438 +3%
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$2.66M -$132K -7,181 -5%
JP Morgan Chase
47
JP Morgan Chase
New York
$2.62M +$2.7M +146,849 +104,892%
AIA
48
AssuredPartners Investment Advisors
Florida
$2.61M +$118K +6,406 +5%
KAS
49
Kestra Advisory Services
Texas
$2.55M -$443K -24,113 -14%
Wealth Enhancement Advisory Services
50
Wealth Enhancement Advisory Services
Minnesota
$2.49M +$450K +24,505 +21%

PFXF Hedge Fund Activity: Q2 2026 in Review

229 of the 8,264 institutional investors tracked by Wall St. Rank reported a position in VanEck Preferred Securities ex Financials ETF (PFXF) for Q2 2026, worth a combined $880M — up 39% from $633M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new PFXF positions and 16 closed out — a net gain of 19 holders — while 93 added to existing stakes and 63 trimmed.

The largest buyer was Treasurer of the State of North Carolina, opening a new position worth an estimated $172M. The largest seller was Tradewinds Capital Management, cutting an estimated $11.6M.

  • 229 institutional investors held VanEck Preferred Securities ex Financials ETF (PFXF) as of Q2 2026, up from 214 in Q1 2026.
  • Funds reported $880M of VanEck Preferred Securities ex Financials ETF stock for Q2 2026, up 39% quarter-over-quarter.
  • 35 funds opened new VanEck Preferred Securities ex Financials ETF positions in Q2 2026 and 16 closed out, a net change of +19 holders.
  • The largest VanEck Preferred Securities ex Financials ETF buyer in Q2 2026 was Treasurer of the State of North Carolina, an estimated $172M added.
  • The largest VanEck Preferred Securities ex Financials ETF seller in Q2 2026 was Tradewinds Capital Management, an estimated $11.6M sold.

Based on aggregated 13F filings for Q2 2026.