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VanEck Preferred Securities ex Financials ETF

101 hedge funds and large institutions have $90M invested in VanEck Preferred Securities ex Financials ETF in 2019 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 43 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 9

115% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 20

16% more capital invested

Capital invested by funds: $77.7M → $90M (+$12.3M)

10% more funds holding

Funds holding: 92101 (+9)

0.61% more ownership

Funds ownership: 11.07%11.68% (+0.61%)

Holders
101
Holders Change
+9
Holders Change %
+9.78%
% of All Funds
1.99%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
43
Reduced
20
Closed
9
Calls
$364K
Puts
Net Calls
+$364K
Net Calls Change
+$364K
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
76
JP Morgan Chase
New York
$50K +$44.9K +2,235 +1,016%
APA
77
American Portfolios Advisors
New York
$50K
BCI
78
Brinker Capital Investments
Pennsylvania
$46K
US Bancorp
79
US Bancorp
Minnesota
$40K
GFPC
80
Global Financial Private Client
Florida
$39K +$38.8K +1,930 New
FGAM
81
Financial Gravity Asset Management
Texas
$28K -$12.1K -602 -31%
SPIA
82
Steward Partners Investment Advisory
New York
$27K
MWP
83
MYCIO Wealth Partners
Pennsylvania
$26K +$342 +17 +1%
CAAS
84
Capital Asset Advisory Services
Michigan
$19K +$18.8K +937 New
Carson Wealth (CWM LLC)
85
Carson Wealth (CWM LLC)
Nebraska
$16K
Deutsche Bank
86
Deutsche Bank
Germany
$16K +$16.4K +815 New
GI
87
Gradient Investments
Minnesota
$14K -$9.31K -463 -40%
MF
88
Manchester Financial
California
$14K +$13.7K +680 New
CAL
89
Capital Analysts LLC
Pennsylvania
$11K
AIC
90
Ameritas Investment Company
Nebraska
$10K
RG
91
Retirement Group
California
$10K +$10K +500 New
RAM
92
Riggs Asset Management
Pennsylvania
$10K +$10K +500 New
Citigroup
93
Citigroup
New York
$7K +$80 +4 +1%
S
94
SignatureFD
Georgia
$7K +$6.73K +335 New
LAS
95
Lloyd Advisory Services
Georgia
$6K +$6.45K +321 New
FDCDDQ
96
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.04K
ASN
97
Advisory Services Network
Georgia
$3K
CFA
98
Carroll Financial Associates
North Carolina
$2K -$4.22K -210 -66%
AIS
99
Accurate Investment Solutions
Pennsylvania
$2K +$1.91K +95 New
GWMIA
100
Global Wealth Management Investment Advisory
Florida
$1K

PFXF Hedge Fund Activity: Q4 2019 in Review

101 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in VanEck Preferred Securities ex Financials ETF (PFXF) for Q4 2019, worth a combined $90M — up 16% from $77.7M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new PFXF positions and 9 closed out — a net gain of 11 holders — while 43 added to existing stakes and 20 trimmed.

The largest buyer was LPL Financial, adding an estimated $2.66M. The largest seller was Wells Fargo, cutting an estimated $737K.

  • 101 institutional investors held VanEck Preferred Securities ex Financials ETF (PFXF) as of Q4 2019, up from 92 in Q3 2019.
  • Funds reported $90M of VanEck Preferred Securities ex Financials ETF stock for Q4 2019, up 16% quarter-over-quarter.
  • 20 funds opened new VanEck Preferred Securities ex Financials ETF positions in Q4 2019 and 9 closed out, a net change of +11 holders.
  • The largest VanEck Preferred Securities ex Financials ETF buyer in Q4 2019 was LPL Financial, an estimated $2.66M added.
  • The largest VanEck Preferred Securities ex Financials ETF seller in Q4 2019 was Wells Fargo, an estimated $737K sold.

Based on aggregated 13F filings for Q4 2019.