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VanEck Preferred Securities ex Financials ETF

141 hedge funds and large institutions have $207M invested in VanEck Preferred Securities ex Financials ETF in 2022 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 43 increasing their positions, 43 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

35% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 20

4% more funds holding

Funds holding: 136141 (+5)

0.01% more ownership

Funds ownership: 19.84%19.86% (+0.01%)

0% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 43

5% less capital invested

Capital invested by funds: $218M → $207M (-$11M)

Holders
141
Holders Change
+5
Holders Change %
+3.68%
% of All Funds
2.22%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
27
Increased
43
Reduced
43
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KA
51
Kovack Advisors
Florida
$919K +$50.4K +2,459 +6%
IFG
52
Independent Financial Group
California
$915K +$11.3K +551 +1%
WWM
53
Western Wealth Management
Colorado
$904K +$902K +44,060 New
SWA
54
SFMG Wealth Advisors
Texas
$878K -$313K -15,309 -26%
DCM
55
Delta Capital Management
New Jersey
$870K +$24.6K +1,200 +3%
AWE
56
Avidian Wealth Enterprises
Texas
$862K -$37.3K -1,823 -4%
Renaissance Technologies
57
Renaissance Technologies
New York
$799K +$262K +12,799 +49%
BFA
58
Beaumont Financial Advisors
Massachusetts
$777K +$184K +8,969 +31%
CRWM
59
Castle Rock Wealth Management
California
$710K -$10K -489 -1%
1IA
60
1620 Investment Advisors
Massachusetts
$701K
AA
61
Apriem Advisors
California
$672K +$36.9K +1,800 +6%
RBFC
62
Roman Butler Fullerton & Co
Missouri
$640K +$3.28K +160 +0.5%
MCM
63
Mainstay Capital Management
Michigan
$637K -$4.55K -222 -0.7%
OFS
64
OneAscent Financial Services
Alabama
$624K +$622K +30,360 New
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
$614K +$218K +10,665 +56%
WA
66
Wealth Alliance
New York
$599K +$8.38K +409 +1%
DADC
67
D.A. Davidson & Co
Montana
$561K +$559K +27,300 New
SA
68
Stewardship Advisors
Pennsylvania
$542K -$908K -44,350 -63%
PA
69
Pinnacle Associates
New York
$542K -$18.4K -897 -3%
GAM
70
Grandview Asset Management
Pennsylvania
$537K +$12.7K +619 +2%
SWP
71
Stratos Wealth Partners
Ohio
$520K +$28.2K +1,379 +6%
AAM
72
Advisors Asset Management
Colorado
$514K +$76.1K +3,714 +17%
Janney Montgomery Scott
73
Janney Montgomery Scott
Pennsylvania
$488K -$1.3M -63,395 -73%
EL
74
Essex LLC
Illinois
$484K -$53.7K -2,624 -10%
IRC
75
Investors Research Corp
Georgia
$482K +$481K +23,477 New

PFXF Hedge Fund Activity: Q1 2022 in Review

141 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in VanEck Preferred Securities ex Financials ETF (PFXF) for Q1 2022, worth a combined $207M — down 5.1% from $218M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new PFXF positions and 20 closed out — a net gain of 7 holders — while 43 added to existing stakes and 43 trimmed.

The largest buyer was Mid-American Wealth Advisory Group, adding an estimated $3.94M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $10.6M.

  • 141 institutional investors held VanEck Preferred Securities ex Financials ETF (PFXF) as of Q1 2022, up from 136 in Q4 2021.
  • Funds reported $207M of VanEck Preferred Securities ex Financials ETF stock for Q1 2022, down 5.1% quarter-over-quarter.
  • 27 funds opened new VanEck Preferred Securities ex Financials ETF positions in Q1 2022 and 20 closed out, a net change of +7 holders.
  • The largest VanEck Preferred Securities ex Financials ETF buyer in Q1 2022 was Mid-American Wealth Advisory Group, an estimated $3.94M added.
  • The largest VanEck Preferred Securities ex Financials ETF seller in Q1 2022 was Raymond James Financial Services Advisors, an estimated $10.6M sold.

Based on aggregated 13F filings for Q1 2022.