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VanEck Preferred Securities ex Financials ETF
PFXF

Overview Fund Activity

190 hedge funds and large institutions have $561M invested in VanEck Preferred Securities ex Financials ETF in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 76 increasing their positions, 47 reducing their positions, and 18 closing their positions.

Holders
190
Holders Change
+10
Holders Change %
+5.56%
% of All Funds
2.53%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
32
Increased
76
Reduced
47
Closed
18
Calls
$231K
Puts
$41K
Net Calls
+$190K
Net Calls Change
+$104K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$29.8M
2
LAM
2
L2 Asset Management
Massachusetts
$4.48M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$18.5M
4
QC
4
Quadrature Capital
United Kingdom
$1.9M
5
Jane Street
5
Jane Street
New York
$2.16M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$47.5M
2
OPAM
2
Ocean Park Asset Management
California
$0
3
PAS
3
Park Avenue Securities
New York
$4.5M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Lido Advisors
51
Lido Advisors
California
$1.51M -$16.8K -972 -1%
HWM
52
Howard Wealth Management
Connecticut
$1.48M +$350K +20,297 +31%
AWM
53
Apollon Wealth Management
South Carolina
$1.47M +$143K +8,262 +11%
SSWM
54
Sheets Smith Wealth Management
North Carolina
$1.42M -$4.02K -233 -0.3%
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$1.41M +$1.41M +81,538 New
MCA
56
MSH Capital Advisors
Arizona
$1.36M -$23.2K -1,344 -2%
SWMG
57
Signature Wealth Management Group
Georgia
$1.34M +$31.1K +1,802 +2%
Cetera Investment Advisers
58
Cetera Investment Advisers
Illinois
$1.34M +$385K +22,322 +40%
DADC
59
D.A. Davidson & Co
Montana
$1.22M +$28.8K +1,668 +2%
AWE
60
Avidian Wealth Enterprises
Texas
$1.19M +$99.7K +5,780 +9%
GC
61
Guggenheim Capital
Illinois
$1.15M +$93.5K +5,419 +9%
GWM
62
Geneos Wealth Management
Colorado
$1.12M -$966 -56 -0.1%
RFN
63
Redwood Financial Network
Ohio
$1.1M +$180K +10,425 +19%
BRWA
64
B. Riley Wealth Advisors
Florida
$1.09M +$1.31K +76 +0.1%
MFGM
65
Marshall Financial Group (Maryland)
Maryland
$1.08M +$5.97K +346 +0.6%
Rockefeller Capital Management
66
Rockefeller Capital Management
New York
$1.06M +$93.5K +5,419 +10%
Mirae Asset Global Investments
67
Mirae Asset Global Investments
South Korea
$1.05M +$290K +16,850 +38%
AI
68
Atria Investments
North Carolina
$1M +$33.7K +1,951 +3%
PIA
69
Powell Investment Advisors
Florida
$1M +$2.07K +120 +0.2%
SWP
70
Stratos Wealth Partners
Ohio
$949K -$183K -10,599 -16%
Mariner
71
Mariner
Kansas
$948K +$54.9K +3,181 +6%
GFPC
72
Global Financial Private Client
Florida
$940K -$8K -464 -0.8%
MWA
73
Midland Wealth Advisors
Illinois
$882K – – –
EWA
74
Etesian Wealth Advisors
Oregon
$846K +$72.2K +4,186 +9%
NA
75
NewEdge Advisors
Louisiana
$791K +$21.8K +1,265 +3%
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