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VanEck Preferred Securities ex Financials ETF

103 hedge funds and large institutions have $128M invested in VanEck Preferred Securities ex Financials ETF in 2020 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 46 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 15

110% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 10

22% more capital invested

Capital invested by funds: $105M → $128M (+$23M)

12% more funds holding

Funds holding: 92103 (+11)

1.48% more ownership

Funds ownership: 14.03%15.51% (+1.5%)

Holders
103
Holders Change
+11
Holders Change %
+11.96%
% of All Funds
1.82%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
46
Reduced
15
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
76
Geneos Wealth Management
Colorado
$106K
IA
77
IFP Advisors
Florida
$102K -$28.7K -1,440 -22%
GRP
78
Global Retirement Partners
California
$102K +$73.2K +3,667 +287%
William Blair & Company
79
William Blair & Company
Illinois
$94K +$27.2K +1,365 +43%
SWM
80
Sugarloaf Wealth Management
Georgia
$63K -$1.78K -89 -3%
FWP
81
FAS Wealth Partners
Kansas
$59K +$778 +39 +1%
CAPTRUST Financial Advisors
82
CAPTRUST Financial Advisors
North Carolina
$56K +$54.1K +2,714 New
LDFR
83
Lehman & Derafelo Financial Resources
Pennsylvania
$51K
JP Morgan Chase
84
JP Morgan Chase
New York
$49K
CFD
85
Creative Financial Designs
Indiana
$47K +$618 +31 +1%
CWC
86
Carolinas Wealth Consulting
North Carolina
$39K +$499 +25 +1%
SPIA
87
Steward Partners Investment Advisory
New York
$28K
WWM
88
Wolff Wiese Magana
California
$28K +$27.2K +1,365 New
KFI
89
Key Financial Inc
Pennsylvania
$21K +$20K +1,000 New
ACA
90
Atlas Capital Advisors
Wyoming
$20.6K +$20K +1,003 New
CAAS
91
Capital Asset Advisory Services
Michigan
$19K
Carson Wealth (CWM LLC)
92
Carson Wealth (CWM LLC)
Nebraska
$16K
BFEC
93
Benjamin F. Edwards & Company
Missouri
$15K +$998 +50 +7%
CAL
94
Capital Analysts LLC
Pennsylvania
$11K
RG
95
Retirement Group
California
$10K
GI
96
Gradient Investments
Minnesota
$8K
S
97
SignatureFD
Georgia
$7K
PP
98
PrairieView Partners
Minnesota
$6K
FDCDDQ
99
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.12K
PCA
100
Providence Capital Advisors
North Carolina
$4K +$4.01K +201 New

PFXF Hedge Fund Activity: Q4 2020 in Review

103 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in VanEck Preferred Securities ex Financials ETF (PFXF) for Q4 2020, worth a combined $128M — up 22% from $105M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new PFXF positions and 10 closed out — a net gain of 11 holders — while 46 added to existing stakes and 15 trimmed.

The largest buyer was LPL Financial, adding an estimated $1.95M. The largest seller was Wells Fargo, cutting an estimated $2.66M.

  • 103 institutional investors held VanEck Preferred Securities ex Financials ETF (PFXF) as of Q4 2020, up from 92 in Q3 2020.
  • Funds reported $128M of VanEck Preferred Securities ex Financials ETF stock for Q4 2020, up 22% quarter-over-quarter.
  • 21 funds opened new VanEck Preferred Securities ex Financials ETF positions in Q4 2020 and 10 closed out, a net change of +11 holders.
  • The largest VanEck Preferred Securities ex Financials ETF buyer in Q4 2020 was LPL Financial, an estimated $1.95M added.
  • The largest VanEck Preferred Securities ex Financials ETF seller in Q4 2020 was Wells Fargo, an estimated $2.66M sold.

Based on aggregated 13F filings for Q4 2020.