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VanEck Preferred Securities ex Financials ETF
PFXF

Overview Fund Activity

135 hedge funds and large institutions have $217M invested in VanEck Preferred Securities ex Financials ETF in 2021 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 50 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
135
Holders Change
+19
Holders Change %
+16.38%
% of All Funds
2.08%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
28
Increased
50
Reduced
26
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$13.6M
2
Wells Fargo
2
Wells Fargo
California
$11.3M
3
SA
3
Stewardship Advisors
Pennsylvania
$1.55M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$5.29M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$5.74M

Top Sellers

1
CPIG
1
Chicago Partners Investment Group
Illinois
$320K
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.64M
3
RG
3
Retirement Group
California
$414K
4
Sumitomo Mitsui Trust Group
4
Sumitomo Mitsui Trust Group
Japan
$4.52M
5
SWM
5
Stockman Wealth Management
Montana
$1.81M
Name Holding Trade Value Shares
Change 		Shares
Change %
CRWM
51
Castle Rock Wealth Management
California
$760K +$151K +7,210 +25%
1IA
52
1620 Investment Advisors
Massachusetts
$701K +$701K +32,053 New
MCM
53
Mainstay Capital Management
Michigan
$683K -$722 -33 -0.1%
RBFC
54
Roman Butler Fullerton & Co
Missouri
$678K +$40.5K +1,851 +6%
AA
55
Apriem Advisors
California
$676K – – –
MIAN
56
Mariner Independent Advisor Network
Kansas
$648K +$648K +29,700 New
LWAC
57
Laurel Wealth Advisors (California)
California
$640K +$640K +29,239 New
BFA
58
Beaumont Financial Advisors
Massachusetts
$632K +$632K +28,869 New
WA
59
Wealth Alliance
New York
$630K -$3.18K -145 -0.5%
PA
60
Pinnacle Associates
New York
$597K +$4.53K +207 +0.8%
EL
61
Essex LLC
Illinois
$573K -$16.7K -763 -3%
Renaissance Technologies
62
Renaissance Technologies
New York
$571K +$571K +26,100 New
GAM
63
Grandview Asset Management
Pennsylvania
$558K +$558K +25,511 New
SWP
64
Stratos Wealth Partners
Ohio
$524K +$76.1K +3,476 +17%
MFGM
65
Marshall Financial Group (Maryland)
Maryland
$511K -$34.8K -1,589 -6%
AAM
66
Advisors Asset Management
Colorado
$467K +$84K +3,836 +22%
MPWT
67
MassMutual Private Wealth & Trust
Connecticut
$447K -$18.5K -846 -4%
RJA
68
Raymond James & Associates
Florida
$423K -$13.8K -631 -3%
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
$420K +$420K +19,210 New
RG
70
Retirement Group
California
$414K -$467K -21,330 -53%
ASN
71
Advisory Services Network
Georgia
$407K -$219 -10 -0.1%
OCM
72
Orleans Capital Management
Louisiana
$389K -$18.6K -850 -5%
AWM
73
Accel Wealth Management
Iowa
$386K +$6.68K +305 +2%
CAN
74
Cetera Advisor Networks
California
$321K +$25.1K +1,146 +8%
CPIG
75
Chicago Partners Investment Group
Illinois
$320K -$666K -33,379 -68%
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