We are live on ! Find out more
PFXF icon

VanEck Preferred Securities ex Financials ETF

64 hedge funds and large institutions have $76.7M invested in VanEck Preferred Securities ex Financials ETF in 2018 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 17 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 17

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

5% more capital invested

Capital invested by funds: $72.7M → $76.7M (+$4M)

2% more funds holding

Funds holding: 6364 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.49% less ownership

Funds ownership: 14.5%14.01% (-0.49%)

Holders
64
Holders Change
+1
Holders Change %
+1.59%
% of All Funds
1.47%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
21
Reduced
17
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Manulife (Manufacturers Life Insurance)
51
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$39K +$1.92K +100 +5%
SPIA
52
Steward Partners Investment Advisory
New York
$26K +$25.7K +1,338 New
SEI Investments
53
SEI Investments
Pennsylvania
$13K +$13.2K +687 New
PFGIA
54
Patriot Financial Group Insurance Agency
Massachusetts
$12K -$4.3K -224 -27%
QAM
55
QCI Asset Management
New York
$12K
CAL
56
Capital Analysts LLC
Pennsylvania
$11K +$10.4K +541 New
ML
57
McAdam LLC
Pennsylvania
$10K
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$10K
SNT
59
Security National Trust
West Virginia
$9K
Citigroup
60
Citigroup
New York
$7K +$77 +4 +1%
WEC
61
Winslow Evans & Crocker
Massachusetts
$6K +$1.46K +76 +51%
BCA
62
Bay Colony Advisors
Massachusetts
$6K +$5.72K +298 New
FDCDDQ
63
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.9K
AIS
64
Accurate Investment Solutions
Pennsylvania
$1K -$2.49K -130 -70%
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
-$1.22M -63,450 Closed
CAN
66
Cetera Advisor Networks
California
-$364K -18,772 Closed
WP
67
WealthSource Partners
California
-$282K -14,673 Closed
BAS
68
Brown Advisory Securities
Maryland
-$226K -11,829 Closed
RC
69
RegentAtlantic Capital
New Jersey
-$213K -11,060 Closed
YMRC
70
Yorktown Management & Research Company
Virginia
-$198K -10,300 Closed
SFM
71
Signet Financial Management
New Jersey
-$6K -301 Closed
SWP
72
Stratos Wealth Partners
Ohio
-$4K -200 Closed
IWM
73
IHT Wealth Management
Illinois
-$1K -64 Closed

PFXF Hedge Fund Activity: Q2 2018 in Review

64 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in VanEck Preferred Securities ex Financials ETF (PFXF) for Q2 2018, worth a combined $76.7M — up 5.5% from $72.7M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new PFXF positions and 9 closed out — a net gain of 2 holders — while 21 added to existing stakes and 17 trimmed.

The largest buyer was Cornerstone Wealth Management, opening a new position worth an estimated $2.03M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.22M sold.

  • 64 institutional investors held VanEck Preferred Securities ex Financials ETF (PFXF) as of Q2 2018, up from 63 in Q1 2018.
  • Funds reported $76.7M of VanEck Preferred Securities ex Financials ETF stock for Q2 2018, up 5.5% quarter-over-quarter.
  • 11 funds opened new VanEck Preferred Securities ex Financials ETF positions in Q2 2018 and 9 closed out, a net change of +2 holders.
  • The largest VanEck Preferred Securities ex Financials ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $2.03M added.
  • The largest VanEck Preferred Securities ex Financials ETF seller in Q2 2018 was Susquehanna International Group, an estimated $1.22M sold.

Based on aggregated 13F filings for Q2 2018.