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VanEck Preferred Securities ex Financials ETF

229 hedge funds and large institutions have $880M invested in VanEck Preferred Securities ex Financials ETF in 2026 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 93 increasing their positions, 63 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 16

48% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 63

39% more capital invested

Capital invested by funds: $633M → $880M (+$247M)

7% more funds holding

Funds holding: 214229 (+15)

6.22% more ownership

Funds ownership: 29.91%36.13% (+6.2%)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
229
Holders Change
+15
Holders Change %
+7.01%
% of All Funds
2.77%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.06%
New
35
Increased
93
Reduced
63
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CastleKeep Investment Advisors
51
CastleKeep Investment Advisors
Connecticut
$2.44M +$39.1K +2,127 +2%
MFG
52
Merit Financial Group
Georgia
$2.42M +$2.49M +135,637 New
MRP
53
Measured Risk Portfolios
California
$2.25M -$91.1K -4,959 -4%
Lido Advisors
54
Lido Advisors
California
$1.99M -$53.3K -2,903 -3%
IFG
55
Independent Financial Group
California
$1.97M -$115K -6,267 -5%
GC
56
Guggenheim Capital
Illinois
$1.97M +$144K +7,840 +8%
MFP
57
Meridian Financial Partners
Virginia
$1.96M +$53.8K +2,929 +3%
DADC
58
D.A. Davidson & Co
Montana
$1.84M +$280K +15,246 +17%
MCA
59
MSH Capital Advisors
Arizona
$1.79M -$2.77K -151 -0.2%
Mirae Asset Global Investments
60
Mirae Asset Global Investments
South Korea
$1.74M -$174K -9,448 -9%
CPIG
61
Chicago Partners Investment Group
Illinois
$1.74M -$57.4K -3,125 -3%
Stifel Financial
62
Stifel Financial
Missouri
$1.66M +$86.7K +4,716 +5%
IAS
63
Insigneo Advisory Services
Florida
$1.6M +$124K +6,744 +8%
HWM
64
Howard Wealth Management
Connecticut
$1.6M +$23.5K +1,277 +1%
SSWM
65
Sheets Smith Wealth Management
North Carolina
$1.58M +$192K +10,473 +13%
IA
66
Integrity Alliance
Iowa
$1.57M +$144K +7,824 +10%
CWRP
67
Cassady Wealth & Retirement Planning
Nevada
$1.56M +$253K +13,758 +19%
HighTower Advisors
68
HighTower Advisors
Illinois
$1.54M +$521K +28,374 +49%
Janney Montgomery Scott
69
Janney Montgomery Scott
Pennsylvania
$1.5M -$16.2K -882 -1%
JPLA
70
Joseph P. Lucia & Associates
New York
$1.48M -$56.3K -3,065 -4%
AI
71
Atria Investments
North Carolina
$1.42M +$19.4K +1,055 +1%
AWE
72
Avidian Wealth Enterprises
Texas
$1.38M +$41.4K +2,252 +3%
RIA
73
Rhodes Investment Advisors
Texas
$1.38M -$51.4K -2,800 -3%
SWA
74
Sax Wealth Advisors
New Jersey
$1.31M -$21K -1,141 -2%
TF
75
Tandem Financial
Colorado
$1.21M +$16.3K +889 +1%

PFXF Hedge Fund Activity: Q2 2026 in Review

229 of the 8,264 institutional investors tracked by Wall St. Rank reported a position in VanEck Preferred Securities ex Financials ETF (PFXF) for Q2 2026, worth a combined $880M — up 39% from $633M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new PFXF positions and 16 closed out — a net gain of 19 holders — while 93 added to existing stakes and 63 trimmed.

The largest buyer was Treasurer of the State of North Carolina, opening a new position worth an estimated $172M. The largest seller was Tradewinds Capital Management, cutting an estimated $11.6M.

  • 229 institutional investors held VanEck Preferred Securities ex Financials ETF (PFXF) as of Q2 2026, up from 214 in Q1 2026.
  • Funds reported $880M of VanEck Preferred Securities ex Financials ETF stock for Q2 2026, up 39% quarter-over-quarter.
  • 35 funds opened new VanEck Preferred Securities ex Financials ETF positions in Q2 2026 and 16 closed out, a net change of +19 holders.
  • The largest VanEck Preferred Securities ex Financials ETF buyer in Q2 2026 was Treasurer of the State of North Carolina, an estimated $172M added.
  • The largest VanEck Preferred Securities ex Financials ETF seller in Q2 2026 was Tradewinds Capital Management, an estimated $11.6M sold.

Based on aggregated 13F filings for Q2 2026.