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VanEck Preferred Securities ex Financials ETF
PFXF

Overview Fund Activity

143 hedge funds and large institutions have $314M invested in VanEck Preferred Securities ex Financials ETF in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 63 increasing their positions, 31 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
-3
Holders Change %
-2.05%
% of All Funds
2.26%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
18
Increased
63
Reduced
31
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$16.4M
2
LPL Financial
2
LPL Financial
California
$22.5M
3
Morgan Stanley
3
Morgan Stanley
New York
$25M
4
LFAS
4
Level Four Advisory Services
Texas
$5.49M
5
Ameriprise
5
Ameriprise
Minnesota
$5.66M

Top Sellers

1
MWM
1
Moran Wealth Management
Florida
$0
2
WAM
2
Wakefield Asset Management
Colorado
$0
3
IAIM
3
International Assets Investment Management
Florida
$0
4
FIA
4
Foundations Investment Advisors
Arizona
$0
5
AI
5
Atria Investments
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DCM
51
Delta Capital Management
New Jersey
$823K +$12.4K +700 +2%
AWM
52
Apollon Wealth Management
South Carolina
$706K +$81.2K +4,593 +13%
CRWM
53
Castle Rock Wealth Management
California
$684K +$47.9K +2,731 +8%
SWM
54
Stockman Wealth Management
Montana
$649K -$378K -21,385 -37%
WA
55
Wealth Alliance
New York
$642K +$122K +6,924 +24%
Janney Montgomery Scott
56
Janney Montgomery Scott
Pennsylvania
$610K +$370K +20,930 +154%
Stifel Financial
57
Stifel Financial
Missouri
$593K +$256K +14,494 +76%
SWP
58
Stratos Wealth Partners
Ohio
$584K +$291K +16,460 +99%
MCM
59
Mainstay Capital Management
Michigan
$574K +$2.83K +160 +0.5%
TYCC
60
Texas Yale Capital Corp
Florida
$550K -$310K -17,529 -36%
AA
61
Apriem Advisors
California
$542K +$17.7K +1,000 +3%
CCG
62
Cypress Capital Group
Florida
$539K -$50.5K -2,857 -9%
EH
63
Equitable Holdings
New York
$527K +$304K +17,188 +136%
RBFC
64
Roman Butler Fullerton & Co
Missouri
$501K +$23.4K +1,340 +5%
CWP
65
Core Wealth Partners
California
$495K -$56.5K -3,197 -10%
CFO
66
Collective Family Office
Pennsylvania
$406K +$406K +23,000 New
SPC
67
Sigma Planning Corp
Michigan
$395K +$183K +10,350 +86%
JIP
68
Jaffetilchin Investment Partners
Florida
$391K +$391K +22,110 New
PPW
69
Pasadena Private Wealth
California
$379K +$2.53K +143 +0.7%
BFA
70
Beaumont Financial Advisors
Massachusetts
$378K +$88.6K +5,013 +31%
PA
71
Pinnacle Associates
New York
$357K – – –
KA
72
Kovack Advisors
Florida
$355K – – –
MPWT
73
MassMutual Private Wealth & Trust
Connecticut
$349K -$450K -25,476 -56%
GWM
74
Geneos Wealth Management
Colorado
$338K +$26.1K +1,476 +8%
Renaissance Technologies
75
Renaissance Technologies
New York
$336K +$336K +19,000 New
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