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VanEck Preferred Securities ex Financials ETF
PFXF

Overview Fund Activity

146 hedge funds and large institutions have $262M invested in VanEck Preferred Securities ex Financials ETF in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 49 increasing their positions, 44 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
+6
Holders Change %
+4.29%
% of All Funds
2.34%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
24
Increased
49
Reduced
44
Closed
16
Calls
$37K
Puts
$4K
Net Calls
+$33K
Net Calls Change
+$33K

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$10.6M
2
MWM
2
Moran Wealth Management
Florida
$5.14M
3
Morgan Stanley
3
Morgan Stanley
New York
$19.4M
4
AWM
4
AE Wealth Management
Kansas
$3.75M
5
PA
5
Procyon Advisors
Connecticut
$11.6M

Top Sellers

1
CBB
1
Citizens Business Bank
California
$0
2
Truist Financial
2
Truist Financial
North Carolina
$197K
3
WAM
3
Wakefield Asset Management
Colorado
$2.52M
4
1IA
4
1834 Investment Advisors
Wisconsin
$3.73M
5
TAM
5
Tocqueville Asset Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TYCC
51
Texas Yale Capital Corp
Florida
$859K -$512 -29 -0.1%
AWE
52
Avidian Wealth Enterprises
Texas
$826K +$81.1K +4,594 +11%
DCM
53
Delta Capital Management
New Jersey
$810K – – –
MPWT
54
MassMutual Private Wealth & Trust
Connecticut
$798K +$798K +45,224 New
Mirae Asset Global Investments
55
Mirae Asset Global Investments
South Korea
$688K -$180K -10,205 -21%
PFA
56
Pathway Financial Advisers
Indiana
$645K -$90K -5,097 -12%
AWM
57
Apollon Wealth Management
South Carolina
$625K +$11.6K +655 +2%
CRWM
58
Castle Rock Wealth Management
California
$621K +$48.8K +2,845 +9%
ORC
59
O'Rourke & Company
Massachusetts
$593K +$71 +4 +0%
CCG
60
Cypress Capital Group
Florida
$589K -$86.8K -4,916 -13%
MCM
61
Mainstay Capital Management
Michigan
$571K -$44.6K -2,528 -7%
CWP
62
Core Wealth Partners
California
$551K +$551K +31,200 New
AA
63
Apriem Advisors
California
$523K – – –
WA
64
Wealth Alliance
New York
$519K -$10.3K -582 -2%
Citadel Advisors
65
Citadel Advisors
Florida
$516K +$331K +18,750 +179%
RBFC
66
Roman Butler Fullerton & Co
Missouri
$476K +$35.7K +2,054 +8%
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
$450K +$450K +25,519 New
IA
68
IFP Advisors
Florida
$407K -$16.5K -862 -4%
CW
69
CreativeOne Wealth
Kansas
$395K +$395K +22,373 New
PPW
70
Pasadena Private Wealth
California
$377K -$2.58K -146 -0.7%
PA
71
Pinnacle Associates
New York
$357K -$79.7K -4,517 -18%
KA
72
Kovack Advisors
Florida
$355K -$47.4K -2,685 -12%
Rockefeller Capital Management
73
Rockefeller Capital Management
New York
$351K +$266K +15,111 +313%
Stifel Financial
74
Stifel Financial
Missouri
$336K -$123K -6,974 -27%
GAM
75
Grandview Asset Management
Pennsylvania
$322K -$247 -14 -0.1%
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