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VanEck Preferred Securities ex Financials ETF

191 hedge funds and large institutions have $562M invested in VanEck Preferred Securities ex Financials ETF in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 77 increasing their positions, 47 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

463% more call options, than puts

Call options by funds: $231K | Put options by funds: $41K

78% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 18

64% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 47

6% more funds holding

Funds holding: 181191 (+10)

2% less capital invested

Capital invested by funds: $576M → $562M (-$13.8M)

3.46% less ownership

Funds ownership: 33.13%29.67% (-3.5%)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
191
Holders Change
+10
Holders Change %
+5.52%
% of All Funds
2.52%
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
77
Reduced
47
Closed
18
Calls
$231K
Puts
$41K
Net Calls
+$190K
Net Calls Change
+$104K
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
51
Lido Advisors
California
$1.51M -$17.5K -972 -1%
HWM
52
Howard Wealth Management
Connecticut
$1.48M +$365K +20,297 +31%
AWM
53
Apollon Wealth Management
South Carolina
$1.47M +$149K +8,262 +11%
SSWM
54
Sheets Smith Wealth Management
North Carolina
$1.42M -$4.19K -233 -0.3%
IFG
55
Independent Financial Group
California
$1.42M +$104K +5,761 +8%
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$1.41M +$1.47M +81,538 New
MCA
57
MSH Capital Advisors
Arizona
$1.36M -$24.2K -1,344 -2%
SWMG
58
Signature Wealth Management Group
Georgia
$1.34M +$32.4K +1,802 +2%
Cetera Investment Advisers
59
Cetera Investment Advisers
Illinois
$1.34M +$401K +22,322 +40%
DADC
60
D.A. Davidson & Co
Montana
$1.22M +$30K +1,668 +2%
AWE
61
Avidian Wealth Enterprises
Texas
$1.19M +$104K +5,780 +9%
GC
62
Guggenheim Capital
Illinois
$1.15M +$97.5K +5,419 +9%
GWM
63
Geneos Wealth Management
Colorado
$1.12M -$1.01K -56 -0.1%
RFN
64
Redwood Financial Network
Ohio
$1.1M +$187K +10,425 +19%
BRWA
65
B. Riley Wealth Advisors
Florida
$1.09M +$1.37K +76 +0.1%
MFGM
66
Marshall Financial Group (Maryland)
Maryland
$1.08M +$6.22K +346 +0.6%
Rockefeller Capital Management
67
Rockefeller Capital Management
New York
$1.06M +$97.5K +5,419 +10%
Mirae Asset Global Investments
68
Mirae Asset Global Investments
South Korea
$1.05M +$303K +16,850 +38%
AI
69
Atria Investments
North Carolina
$1M +$35.1K +1,951 +3%
PIA
70
Powell Investment Advisors
Florida
$1M +$2.16K +120 +0.2%
SWP
71
Stratos Wealth Partners
Ohio
$949K -$191K -10,599 -16%
Mariner
72
Mariner
Kansas
$948K +$57.2K +3,181 +6%
GFPC
73
Global Financial Private Client
Florida
$940K -$8.35K -464 -0.8%
MWA
74
Midland Wealth Advisors
Illinois
$882K
EWA
75
Etesian Wealth Advisors
Oregon
$846K +$75.3K +4,186 +9%

PFXF Hedge Fund Activity: Q4 2024 in Review

191 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in VanEck Preferred Securities ex Financials ETF (PFXF) for Q4 2024, worth a combined $562M — down 2.4% from $576M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new PFXF positions and 18 closed out — a net gain of 14 holders — while 77 added to existing stakes and 47 trimmed.

The largest buyer was Wells Fargo, adding an estimated $6.83M. The largest seller was Morgan Stanley, cutting an estimated $7.29M.

  • 191 institutional investors held VanEck Preferred Securities ex Financials ETF (PFXF) as of Q4 2024, up from 181 in Q3 2024.
  • Funds reported $562M of VanEck Preferred Securities ex Financials ETF stock for Q4 2024, down 2.4% quarter-over-quarter.
  • 32 funds opened new VanEck Preferred Securities ex Financials ETF positions in Q4 2024 and 18 closed out, a net change of +14 holders.
  • The largest VanEck Preferred Securities ex Financials ETF buyer in Q4 2024 was Wells Fargo, an estimated $6.83M added.
  • The largest VanEck Preferred Securities ex Financials ETF seller in Q4 2024 was Morgan Stanley, an estimated $7.29M sold.

Based on aggregated 13F filings for Q4 2024.