VanEck Preferred Securities ex Financials ETF
PFXF
190 hedge funds and large institutions have $521M invested in VanEck Preferred Securities ex Financials ETF in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 78 increasing their positions, 57 reducing their positions, and 19 closing their positions.
3,159% more call options, than puts
Call options by funds: $1.11M | Put options by funds: $34K
37% more repeat investments, than reductions
Existing positions increased: 78 | Existing positions reduced: 57
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
0% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 19
1% less funds holding
Funds holding: 191 → 190 (-1)
1.5% less ownership
Funds ownership: 29.67% → 28.17% (-1.5%)
7% less capital invested
Capital invested by funds: $562M → $521M (-$40.8M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$4.92M |
| 2 |
CastleKeep Investment Advisors
Westport,
Connecticut
|
+$2.09M |
| 3 |
CIA
Concurrent Investment Advisors
Tampa,
Florida
|
+$2.06M |
| 4 |
EH
Equitable Holdings
New York
|
+$1.33M |
| 5 |
SPIA
Steward Partners Investment Advisory
New York
|
+$1.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCI
RS Crum Inc
Newport Beach,
California
|
-$23.9M |
| 2 |
Raymond James Financial
St Petersburg,
Florida
|
-$5.36M |
| 3 |
PAS
Park Avenue Securities
New York
|
-$4.5M |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$2.87M |
| 5 |
FFWM
Future Financial Wealth Management
Cincinnati,
Ohio
|
-$1.97M |
PFXF Hedge Fund Activity: Q1 2025 in Review
190 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in VanEck Preferred Securities ex Financials ETF (PFXF) for Q1 2025, worth a combined $521M — down 7.3% from $562M a quarter earlier.
Fund positioning in PFXF was balanced in Q1 2025: 19 funds opened new positions, 19 closed out, 78 added to existing stakes and 57 trimmed.
The largest buyer was LPL Financial, adding an estimated $4.92M. The largest seller was RS Crum Inc, exiting entirely with an estimated $23.9M sold.
- 190 institutional investors held VanEck Preferred Securities ex Financials ETF (PFXF) as of Q1 2025, down from 191 in Q4 2024.
- Funds reported $521M of VanEck Preferred Securities ex Financials ETF stock for Q1 2025, down 7.3% quarter-over-quarter.
- 19 funds opened new VanEck Preferred Securities ex Financials ETF positions in Q1 2025 and 19 closed out, a net change of 0 holders.
- The largest VanEck Preferred Securities ex Financials ETF buyer in Q1 2025 was LPL Financial, an estimated $4.92M added.
- The largest VanEck Preferred Securities ex Financials ETF seller in Q1 2025 was RS Crum Inc, an estimated $23.9M sold.
Based on aggregated 13F filings for Q1 2025.