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VanEck Preferred Securities ex Financials ETF

103 hedge funds and large institutions have $128M invested in VanEck Preferred Securities ex Financials ETF in 2020 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 46 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 15

110% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 10

22% more capital invested

Capital invested by funds: $105M → $128M (+$23M)

12% more funds holding

Funds holding: 92103 (+11)

1.48% more ownership

Funds ownership: 14.03%15.51% (+1.5%)

Holders
103
Holders Change
+11
Holders Change %
+11.96%
% of All Funds
1.82%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
46
Reduced
15
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
51
Mainstay Capital Management
Michigan
$396K -$41.4K -2,075 -10%
RH
52
RFG Holdings
Texas
$367K +$356K +17,839 New
FWSM
53
First Wilshire Securities Management
California
$325K
EAM
54
Evanson Asset Management
California
$319K +$10.2K +511 +3%
SWP
55
Stratos Wealth Partners
Ohio
$310K
MML Investors Services
56
MML Investors Services
Massachusetts
$274K +$28.9K +1,449 +12%
SBIA
57
Sheaff Brock Investment Advisors
Indiana
$267K +$13K +650 +5%
MA
58
MUFG Americas
New York
$265K
SCA
59
STALEY CAPITAL ADVISERS
Pennsylvania
$263K
1WM
60
1900 Wealth Management
Texas
$260K +$252K +12,638 New
PA
61
Parallel Advisors
California
$258K
CW
62
CreativeOne Wealth
Kansas
$255K +$247K +12,400 New
Bank of New York Mellon
63
Bank of New York Mellon
New York
$249K +$15.9K +798 +7%
CIAS
64
Capital Investment Advisory Services
North Carolina
$234K -$75.4K -3,779 -25%
Stifel Financial
65
Stifel Financial
Missouri
$222K +$215K +10,796 New
GAM
66
Gould Asset Management
California
$218K
TF
67
Trek Financial
Arizona
$217K -$27.2K -1,363 -11%
NA
68
NewEdge Advisors
Louisiana
$213K +$207K +10,367 New
KA
69
Kovack Advisors
Florida
$203K +$197K +9,870 New
Cetera Investment Advisers
70
Cetera Investment Advisers
Illinois
$202K +$196K +9,814 New
SFS
71
Sowell Financial Services
Arkansas
$180K +$180 +9 +0.1%
OCM
72
Orion Capital Management
California
$175K +$170K +8,500 New
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$170K +$123K +6,190 +306%
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$131K
MMG
75
Monetary Management Group
Missouri
$113K -$9.97K -500 -8%

PFXF Hedge Fund Activity: Q4 2020 in Review

103 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in VanEck Preferred Securities ex Financials ETF (PFXF) for Q4 2020, worth a combined $128M — up 22% from $105M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new PFXF positions and 10 closed out — a net gain of 11 holders — while 46 added to existing stakes and 15 trimmed.

The largest buyer was LPL Financial, adding an estimated $1.95M. The largest seller was Wells Fargo, cutting an estimated $2.66M.

  • 103 institutional investors held VanEck Preferred Securities ex Financials ETF (PFXF) as of Q4 2020, up from 92 in Q3 2020.
  • Funds reported $128M of VanEck Preferred Securities ex Financials ETF stock for Q4 2020, up 22% quarter-over-quarter.
  • 21 funds opened new VanEck Preferred Securities ex Financials ETF positions in Q4 2020 and 10 closed out, a net change of +11 holders.
  • The largest VanEck Preferred Securities ex Financials ETF buyer in Q4 2020 was LPL Financial, an estimated $1.95M added.
  • The largest VanEck Preferred Securities ex Financials ETF seller in Q4 2020 was Wells Fargo, an estimated $2.66M sold.

Based on aggregated 13F filings for Q4 2020.