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VanEck Preferred Securities ex Financials ETF

183 hedge funds and large institutions have $470M invested in VanEck Preferred Securities ex Financials ETF in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 67 increasing their positions, 57 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 57

1.98% less ownership

Funds ownership: 28.17%26.19% (-2%)

4% less funds holding

Funds holding: 190183 (-7)

10% less capital invested

Capital invested by funds: $521M → $470M (-$51.4M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

25% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 28

Holders
183
Holders Change
-7
Holders Change %
-3.68%
% of All Funds
2.41%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
21
Increased
67
Reduced
57
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
51
Guggenheim Capital
Illinois
$1.52M +$90K +5,421 +7%
SWA
52
Sax Wealth Advisors
New Jersey
$1.47M -$1.81M -108,772 -56%
MCA
53
MSH Capital Advisors
Arizona
$1.45M +$70.9K +4,270 +5%
AWE
54
Avidian Wealth Enterprises
Texas
$1.43M +$93.3K +5,621 +7%
Cetera Investment Advisers
55
Cetera Investment Advisers
Illinois
$1.42M -$5.08K -306 -0.4%
SSWM
56
Sheets Smith Wealth Management
North Carolina
$1.36M -$40.7K -2,451 -3%
SWMG
57
Signature Wealth Management Group
Georgia
$1.35M +$22.9K +1,380 +2%
AI
58
Atria Investments
North Carolina
$1.3M +$285K +17,166 +29%
DADC
59
D.A. Davidson & Co
Montana
$1.27M -$6.64K -400 -0.5%
GWM
60
Geneos Wealth Management
Colorado
$1.23M -$1.04M -62,847 -47%
Rockefeller Capital Management
61
Rockefeller Capital Management
New York
$1.16M +$115K +6,934 +11%
Renaissance Technologies
62
Renaissance Technologies
New York
$1.12M +$830K +50,000 +323%
IA
63
Inspire Advisors
Idaho
$1.04M +$8.5K +512 +0.8%
EAM
64
Evanson Asset Management
California
$953K +$924K +55,679 New
EWA
65
Etesian Wealth Advisors
Oregon
$941K -$29.3K -1,767 -3%
MFGM
66
Marshall Financial Group (Maryland)
Maryland
$941K -$82.9K -4,997 -8%
PIA
67
Powell Investment Advisors
Florida
$912K -$81.5K -4,908 -8%
AWM
68
Apollon Wealth Management
South Carolina
$855K -$81K -4,879 -9%
NA
69
NewEdge Advisors
Louisiana
$826K +$38.4K +2,315 +5%
SIM
70
Stratos Investment Management
Ohio
$819K +$794K +47,845 New
IAS
71
Insigneo Advisory Services
Florida
$795K +$55.8K +3,363 +8%
RFN
72
Redwood Financial Network
Ohio
$789K -$309K -18,590 -29%
SFS
73
Sowell Financial Services
Arkansas
$787K -$9.54K -575 -1%
MAS
74
MPWM Advisory Solutions
Georgia
$784K +$274K +16,526 +57%
TF
75
Tandem Financial
Colorado
$742K

PFXF Hedge Fund Activity: Q2 2025 in Review

183 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in VanEck Preferred Securities ex Financials ETF (PFXF) for Q2 2025, worth a combined $470M — down 9.9% from $521M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of PFXF and 21 opened new positions — a net loss of 7 holders — while 57 trimmed existing stakes and 67 added.

The largest buyer was Park Avenue Securities, opening a new position worth an estimated $5.17M. The largest seller was Comprehensive Wealth Management, exiting entirely with an estimated $35.8M sold.

  • 183 institutional investors held VanEck Preferred Securities ex Financials ETF (PFXF) as of Q2 2025, down from 190 in Q1 2025.
  • Funds reported $470M of VanEck Preferred Securities ex Financials ETF stock for Q2 2025, down 9.9% quarter-over-quarter.
  • 21 funds opened new VanEck Preferred Securities ex Financials ETF positions in Q2 2025 and 28 closed out, a net change of -7 holders.
  • The largest VanEck Preferred Securities ex Financials ETF buyer in Q2 2025 was Park Avenue Securities, an estimated $5.17M added.
  • The largest VanEck Preferred Securities ex Financials ETF seller in Q2 2025 was Comprehensive Wealth Management, an estimated $35.8M sold.

Based on aggregated 13F filings for Q2 2025.