PFXF icon

VanEck Preferred Securities ex Financials ETF
PFXF

Overview Fund Activity

141 hedge funds and large institutions have $206M invested in VanEck Preferred Securities ex Financials ETF in 2022 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 42 increasing their positions, 43 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
Holders Change
+6
Holders Change %
+4.44%
% of All Funds
2.23%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
28
Increased
42
Reduced
43
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MAWAG
1
Mid-American Wealth Advisory Group
Missouri
$6.7M
2
RRWA
2
Rainey & Randall Wealth Advisors
Florida
$5.53M
3
IAIM
3
International Assets Investment Management
Florida
$2.3M
4
FFWM
4
Future Financial Wealth Management
Ohio
$1.82M
5
SPIA
5
Steward Partners Investment Advisory
New York
$1.78M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$4.97M
2
RH
2
RFG Holdings
Texas
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$4.33M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$488K
5
Mirae Asset Global Investments
5
Mirae Asset Global Investments
South Korea
$1.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
76
Worth Asset Management
Texas
$455K +$455K +24,720 New
MPWT
77
MassMutual Private Wealth & Trust
Connecticut
$439K +$19.3K +941 +5%
RJA
78
Raymond James & Associates
Florida
$415K +$17.5K +851 +4%
OWM
79
OneAscent Wealth Management
Alabama
$373K +$373K +18,167 New
FIA
80
Foundations Investment Advisors
Arizona
$372K +$106K +5,343 +40%
OCM
81
Orleans Capital Management
Louisiana
$355K -$10.3K -500 -3%
TSS
82
Two Sigma Securities
New York
$354K +$354K +17,241 New
AWM
83
Accel Wealth Management
Iowa
$353K -$6.11K -300 -2%
CAN
84
Cetera Advisor Networks
California
$324K +$23.3K +1,135 +8%
FWSM
85
First Wilshire Securities Management
California
$293K – – –
SA
86
SWM Advisors
Florida
$292K – – –
BAM
87
Belpointe Asset Management
Nevada
$274K -$11.2K -544 -4%
RG
88
Retirement Group
California
$272K -$117K -5,682 -30%
SPC
89
Sigma Planning Corp
Michigan
$271K +$658 +32 +0.2%
MA
90
MUFG Americas
New York
$264K – – –
SCA
91
STALEY CAPITAL ADVISERS
Pennsylvania
$263K – – –
SWM
92
SeaCrest Wealth Management
New York
$254K – – –
GAM
93
Gould Asset Management
California
$250K +$3.39K +165 +1%
MMG
94
Monetary Management Group
Missouri
$236K +$236K +11,500 New
PAG
95
Private Advisor Group
New Jersey
$228K +$40.2K +1,954 +21%
1WM
96
1900 Wealth Management
Texas
$224K -$47.2K -2,299 -17%
SFG
97
Summit Financial Group
West Virginia
$214K – – –
IA
98
IFP Advisors
Florida
$206K +$111K +5,757 +116%
Bank of New York Mellon
99
Bank of New York Mellon
New York
$205K -$35.8K -1,745 -15%
RPCA
100
Running Point Capital Advisors
California
$205K +$205K +10,000 New
2 3
4
5 6