PFXF icon

VanEck Preferred Securities ex Financials ETF
PFXF

Overview Fund Activity

133 hedge funds and large institutions have $216M invested in VanEck Preferred Securities ex Financials ETF in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 44 increasing their positions, 42 reducing their positions, and 21 closing their positions.

Holders
133
Holders Change
-8
Holders Change %
-5.67%
% of All Funds
2.25%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
15
Increased
44
Reduced
42
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
1
Comprehensive Wealth Management
Washington
$35.4M
2
UBS Group
2
UBS Group
Switzerland
$10.6M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$4.87M
4
Wells Fargo
4
Wells Fargo
California
$10.5M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$6.08M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$1.56M
2
IAIM
2
International Assets Investment Management
Florida
$0
3
Bank of America
3
Bank of America
North Carolina
$2.54M
4
AI
4
Atria Investments
North Carolina
$0
5
ACM
5
Advisors Capital Management
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RCI
51
RS Crum Inc
California
$789K +$789K +43,590 New
IRC
52
Investors Research Corp
Georgia
$760K +$335K +18,488 +79%
AWE
53
Avidian Wealth Enterprises
Texas
$719K -$40.6K -2,240 -5%
KA
54
Kovack Advisors
Florida
$714K -$96.9K -5,351 -12%
WWM
55
Western Wealth Management
Colorado
$658K -$141K -7,770 -18%
CRWM
56
Castle Rock Wealth Management
California
$630K -$25.8K -1,411 -4%
AA
57
Apriem Advisors
California
$589K -$2.71K -150 -0.5%
MCM
58
Mainstay Capital Management
Michigan
$574K +$12.2K +673 +2%
RBFC
59
Roman Butler Fullerton & Co
Missouri
$571K +$3.03K +166 +0.5%
WA
60
Wealth Alliance
New York
$529K +$109 +6 +0%
SA
61
Stewardship Advisors
Pennsylvania
$515K +$37.5K +2,071 +8%
BFA
62
Beaumont Financial Advisors
Massachusetts
$508K -$176K -9,754 -26%
PA
63
Pinnacle Associates
New York
$471K -$6.26K -346 -1%
SWA
64
SFMG Wealth Advisors
Texas
$466K -$308K -17,033 -40%
SWP
65
Stratos Wealth Partners
Ohio
$446K -$12.3K -681 -3%
EL
66
Essex LLC
Illinois
$426K – – –
MPWT
67
MassMutual Private Wealth & Trust
Connecticut
$399K +$12.2K +676 +3%
GAM
68
Grandview Asset Management
Pennsylvania
$398K -$75.5K -4,165 -16%
MFGM
69
Marshall Financial Group (Maryland)
Maryland
$386K -$32.9K -1,817 -8%
RJA
70
Raymond James & Associates
Florida
$349K -$16K -883 -4%
AAM
71
Advisors Asset Management
Colorado
$334K -$120K -6,609 -26%
MWM
72
MY Wealth Management
Maryland
$332K +$332K +18,315 New
AWM
73
Accel Wealth Management
Iowa
$316K +$109 +6 +0%
OCM
74
Orleans Capital Management
Louisiana
$313K – – –
JWCA
75
J.W. Cole Advisors
Florida
$309K +$309K +17,045 New
1 2
3
4 5