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VanEck Preferred Securities ex Financials ETF
PFXF

Overview Fund Activity

179 hedge funds and large institutions have $517M invested in VanEck Preferred Securities ex Financials ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 67 increasing their positions, 52 reducing their positions, and 18 closing their positions.

Holders
179
Holders Change
+5
Holders Change %
+2.87%
% of All Funds
2.6%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
26
Increased
67
Reduced
52
Closed
18
Calls
$336K
Puts
$114K
Net Calls
+$222K
Net Calls Change
-$268K

Top Buyers

1
CWM
1
Comprehensive Wealth Management
Washington
$29.4M
2
OPAM
2
Ocean Park Asset Management
California
$4.94M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$13.8M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$8.39M
5
CCP
5
Carmel Capital Partners
California
$6.17M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$49.5M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$3.35M
3
Bank of America
3
Bank of America
North Carolina
$62.7M
4
MWM
4
MY Wealth Management
Maryland
$2.94M
5
CCA
5
Cadent Capital Advisors
Oklahoma
$1.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCA
51
MSH Capital Advisors
Arizona
$1.35M +$18.6K +1,074 +1%
SWMG
52
Signature Wealth Management Group
Georgia
$1.24M +$3.39K +196 +0.3%
DADC
53
D.A. Davidson & Co
Montana
$1.24M +$13.9K +803 +1%
PIA
54
Powell Investment Advisors
Florida
$1.05M -$365K -21,085 -26%
PFS
55
Prospera Financial Services
Texas
$1.05M -$3.63K -210 -0.3%
Mariner
56
Mariner
Kansas
$981K +$128K +7,392 +15%
Creative Planning
57
Creative Planning
Kansas
$974K +$974K +56,275 New
AI
58
Atria Investments
North Carolina
$956K +$956K +55,235 New
SWP
59
Stratos Wealth Partners
Ohio
$954K +$8.37K +484 +0.9%
GFPC
60
Global Financial Private Client
Florida
$952K +$3.62K +209 +0.4%
MWA
61
Midland Wealth Advisors
Illinois
$912K +$13.5K +780 +2%
AWE
62
Avidian Wealth Enterprises
Texas
$887K -$8.08K -467 -0.9%
BlackRock
63
BlackRock
New York
$806K +$806K +46,569 New
AWM
64
Apollon Wealth Management
South Carolina
$802K +$75.3K +4,352 +10%
HWM
65
Howard Wealth Management
Connecticut
$801K +$243K +14,052 +44%
BRWA
66
B. Riley Wealth Advisors
Florida
$781K +$781K +45,150 New
NA
67
NewEdge Advisors
Louisiana
$775K +$457K +26,410 +144%
CRWM
68
Castle Rock Wealth Management
California
$772K -$702 -41 -0.1%
HighTower Advisors
69
HighTower Advisors
Illinois
$760K -$13.3K -771 -2%
DCM
70
Delta Capital Management
New Jersey
$745K -$17.3K -1,000 -2%
Cetera Investment Advisers
71
Cetera Investment Advisers
Illinois
$739K +$64K +3,700 +9%
EWA
72
Etesian Wealth Advisors
Oregon
$718K +$26.1K +1,506 +4%
RBFC
73
Roman Butler Fullerton & Co
Missouri
$716K -$8.32K -482 -1%
GC
74
Guggenheim Capital
Illinois
$713K +$70.5K +4,076 +11%
PT
75
Plimoth Trust
Massachusetts
$706K -$73.2K -4,230 -9%
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