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VanEck Preferred Securities ex Financials ETF
PFXF

Overview Fund Activity

140 hedge funds and large institutions have $193M invested in VanEck Preferred Securities ex Financials ETF in 2022 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 43 increasing their positions, 47 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
140
Holders Change
+11
Holders Change %
+8.53%
% of All Funds
2.26%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
26
Increased
43
Reduced
47
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TWM
1
Tanager Wealth Management
United Kingdom
$12.5M
2
PA
2
Procyon Advisors
Connecticut
$8.59M
3
CBB
3
Citizens Business Bank
California
$3.39M
4
RCI
4
RS Crum Inc
California
$3.85M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$4.67M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$2.1M
2
RRWA
2
Rainey & Randall Wealth Advisors
Florida
$0
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$3.51M
4
1IA
4
1834 Investment Advisors
Wisconsin
$4.08M
5
TYCC
5
Texas Yale Capital Corp
Florida
$813K
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
51
NewEdge Advisors
Louisiana
$645K +$63.2K +6,175 +11%
CCG
52
Cypress Capital Group
Florida
$640K -$148K -8,883 -19%
CRWM
53
Castle Rock Wealth Management
California
$606K +$16.9K +933 +3%
MCM
54
Mainstay Capital Management
Michigan
$583K +$303K +18,118 +108%
AWM
55
Apollon Wealth Management
South Carolina
$580K +$580K +34,735 New
ORC
56
O'Rourke & Company
Massachusetts
$561K -$636K -38,075 -53%
TAM
57
Tocqueville Asset Management
New York
$526K -$632K -37,800 -55%
Mariner
58
Mariner
Kansas
$516K +$516K +30,862 New
WA
59
Wealth Alliance
New York
$501K +$13.5K +810 +3%
AA
60
Apriem Advisors
California
$495K -$35.1K -2,100 -7%
RBFC
61
Roman Butler Fullerton & Co
Missouri
$457K -$110K -6,130 -19%
Stifel Financial
62
Stifel Financial
Missouri
$435K -$479K -28,685 -52%
IA
63
IFP Advisors
Florida
$424K +$110K +5,741 +35%
PA
64
Pinnacle Associates
New York
$413K -$5.01K -300 -1%
KA
65
Kovack Advisors
Florida
$381K -$71K -4,249 -16%
PPW
66
Pasadena Private Wealth
California
$359K +$359K +21,479 New
Jane Street
67
Jane Street
New York
$342K +$342K +20,457 New
TWP
68
Tempus Wealth Planning
California
$337K +$337K +20,140 New
GAM
69
Grandview Asset Management
Pennsylvania
$305K -$28.4K -1,702 -9%
WWM
70
Western Wealth Management
Colorado
$304K -$292K -17,495 -49%
Janney Montgomery Scott
71
Janney Montgomery Scott
Pennsylvania
$298K -$38.8K -2,324 -12%
SWP
72
Stratos Wealth Partners
Ohio
$295K -$72K -4,307 -20%
GWM
73
Geneos Wealth Management
Colorado
$291K +$62.7K +3,750 +27%
AWM
74
Accel Wealth Management
Iowa
$290K +$251 +15 +0.1%
BFA
75
Beaumont Financial Advisors
Massachusetts
$282K -$185K -11,068 -40%
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3
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