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VanEck Preferred Securities ex Financials ETF

76 hedge funds and large institutions have $74.2M invested in VanEck Preferred Securities ex Financials ETF in 2019 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 28 increasing their positions, 19 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 19

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

21% more capital invested

Capital invested by funds: $61.3M → $74.2M (+$12.9M)

4% more funds holding

Funds holding: 7376 (+3)

1.75% more ownership

Funds ownership: 12.53%14.28% (+1.8%)

Holders
76
Holders Change
+3
Holders Change %
+4.11%
% of All Funds
1.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
28
Reduced
19
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
51
William Blair & Company
Illinois
$67K +$27.9K +1,475 +74%
TWA
52
TCI Wealth Advisors
Arizona
$48K
US Bancorp
53
US Bancorp
Minnesota
$48K +$9K +475 +24%
NFG
54
Next Financial Group
Texas
$40K -$122K -6,459 -76%
NFH
55
NEXT Financial Holdings
Texas
$40K +$38.6K +2,040 New
APA
56
American Portfolios Advisors
New York
$35.5K +$34.6K +1,828 New
SHIM
57
Stone House Investment Management
Pennsylvania
$32K +$30.8K +1,624 New
SFA
58
Semmax Financial Advisors
North Carolina
$29K -$3.47K -183 -11%
GI
59
Gradient Investments
Minnesota
$28K -$7.6M -401,224 -100%
FGAM
60
Financial Gravity Asset Management
Texas
$27K +$25.8K +1,364 New
APC
61
Aspire Private Capital
North Carolina
$25K -$2.58K -136 -9%
IA
62
IFP Advisors
Florida
$23K -$286K -15,088 -93%
JPLA
63
Joseph P. Lucia & Associates
New York
$19.2K +$7.07M +373,084 New
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
$16K +$14.1K +745 New
CA
65
Cetera Advisors
Colorado
$12K +$10.5K +555 New
CAL
66
Capital Analysts LLC
Pennsylvania
$10K
DWM
67
Destination Wealth Management
California
$10K +$10.2K +536 New
SNT
68
Security National Trust
West Virginia
$9K
Deutsche Bank
69
Deutsche Bank
Germany
$9K +$3.79K +200 +69%
Citigroup
70
Citigroup
New York
$7K
WEC
71
Winslow Evans & Crocker
Massachusetts
$6K
CFGS
72
Concourse Financial Group Securities
Alabama
$6K +$6.48K +342 New
FDCDDQ
73
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.86K
BHWM
74
Bay Harbor Wealth Management
Maryland
$4K -$341 -18 -7%
GWMIA
75
Global Wealth Management Investment Advisory
Florida
$3K -$7.52K -397 -74%

PFXF Hedge Fund Activity: Q1 2019 in Review

76 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in VanEck Preferred Securities ex Financials ETF (PFXF) for Q1 2019, worth a combined $74.2M — up 21% from $61.3M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new PFXF positions and 11 closed out — a net gain of 4 holders — while 28 added to existing stakes and 19 trimmed.

The largest buyer was Texas Yale Capital Corp, adding an estimated $5.83M. The largest seller was Gradient Investments, cutting an estimated $7.6M.

  • 76 institutional investors held VanEck Preferred Securities ex Financials ETF (PFXF) as of Q1 2019, up from 73 in Q4 2018.
  • Funds reported $74.2M of VanEck Preferred Securities ex Financials ETF stock for Q1 2019, up 21% quarter-over-quarter.
  • 15 funds opened new VanEck Preferred Securities ex Financials ETF positions in Q1 2019 and 11 closed out, a net change of +4 holders.
  • The largest VanEck Preferred Securities ex Financials ETF buyer in Q1 2019 was Texas Yale Capital Corp, an estimated $5.83M added.
  • The largest VanEck Preferred Securities ex Financials ETF seller in Q1 2019 was Gradient Investments, an estimated $7.6M sold.

Based on aggregated 13F filings for Q1 2019.