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VanEck Preferred Securities ex Financials ETF
PFXF

Overview Fund Activity

180 hedge funds and large institutions have $574M invested in VanEck Preferred Securities ex Financials ETF in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 71 increasing their positions, 55 reducing their positions, and 16 closing their positions.

Holders
180
Holders Change
+1
Holders Change %
+0.56%
% 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
19
Increased
71
Reduced
55
Closed
16
Calls
$243K
Puts
$157K
Net Calls
+$86K
Net Calls Change
-$136K

Top Buyers

1
CWM
1
Comprehensive Wealth Management
Washington
$41.1M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$29M
3
Wells Fargo
3
Wells Fargo
California
$24.6M
4
Morgan Stanley
4
Morgan Stanley
New York
$57.7M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$17.4M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$18.1M
2
Bank of America
2
Bank of America
North Carolina
$62.4M
3
MWM
3
MY Wealth Management
Maryland
$0
4
UBS Group
4
UBS Group
Switzerland
$4.16M
5
ARG
5
Advisory Resource Group
Oklahoma
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
51
Wealth Enhancement Advisory Services
Minnesota
$1.34M -$259K -14,176 -16%
DADC
52
D.A. Davidson & Co
Montana
$1.26M -$48.2K -2,641 -4%
SWP
53
Stratos Wealth Partners
Ohio
$1.2M +$192K +10,507 +19%
HWM
54
Howard Wealth Management
Connecticut
$1.19M +$347K +19,030 +41%
GWM
55
Geneos Wealth Management
Colorado
$1.18M +$837K +45,811 +241%
AWE
56
Avidian Wealth Enterprises
Texas
$1.16M +$220K +12,053 +24%
BRWA
57
B. Riley Wealth Advisors
Florida
$1.15M +$330K +18,065 +40%
MFGM
58
Marshall Financial Group (Maryland)
Maryland
$1.14M +$1.14M +62,509 New
GC
59
Guggenheim Capital
Illinois
$1.12M +$366K +20,056 +49%
Renaissance Technologies
60
Renaissance Technologies
New York
$1.06M +$1.06M +58,213 New
PIA
61
Powell Investment Advisors
Florida
$1.06M -$54.1K -2,965 -5%
AI
62
Atria Investments
North Carolina
$1.03M +$17.7K +971 +2%
Goldman Sachs
63
Goldman Sachs
New York
$1.03M +$1.03M +56,156 New
Rockefeller Capital Management
64
Rockefeller Capital Management
New York
$1.02M +$602K +32,986 +145%
Cetera Investment Advisers
65
Cetera Investment Advisers
Illinois
$1.01M +$227K +12,436 +29%
GFPC
66
Global Financial Private Client
Florida
$1M -$1.94K -106 -0.2%
RFN
67
Redwood Financial Network
Ohio
$979K +$262K +14,374 +37%
PFS
68
Prospera Financial Services
Texas
$977K -$133K -7,297 -12%
Mariner
69
Mariner
Kansas
$945K -$90.4K -4,953 -9%
MWA
70
Midland Wealth Advisors
Illinois
$933K -$29.2K -1,599 -3%
Jones Financial Companies
71
Jones Financial Companies
Missouri
$909K +$604K +32,892 +198%
FAIM
72
Financial Advocates Investment Management
Washington
$859K +$859K +21,567 New
EWA
73
Etesian Wealth Advisors
Oregon
$819K +$60.8K +3,332 +8%
NA
74
NewEdge Advisors
Louisiana
$814K -$3.76K -206 -0.5%
Mirae Asset Global Investments
75
Mirae Asset Global Investments
South Korea
$808K +$467K +25,400 +137%
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