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VanEck Preferred Securities ex Financials ETF

141 hedge funds and large institutions have $207M invested in VanEck Preferred Securities ex Financials ETF in 2022 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 43 increasing their positions, 43 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

35% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 20

4% more funds holding

Funds holding: 136141 (+5)

0.01% more ownership

Funds ownership: 19.84%19.86% (+0.01%)

0% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 43

5% less capital invested

Capital invested by funds: $218M → $207M (-$11M)

Holders
141
Holders Change
+5
Holders Change %
+3.68%
% of All Funds
2.22%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
27
Increased
43
Reduced
43
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFGM
76
Marshall Financial Group (Maryland)
Maryland
$475K -$4.55K -222 -1%
WAM
77
Worth Asset Management
Texas
$455K +$506K +24,720 New
MPWT
78
MassMutual Private Wealth & Trust
Connecticut
$439K +$19.3K +941 +5%
RJA
79
Raymond James & Associates
Florida
$415K +$17.4K +851 +4%
OWM
80
OneAscent Wealth Management
Alabama
$373K +$372K +18,167 New
FIA
81
Foundations Investment Advisors
Arizona
$372K +$109K +5,343 +40%
OCM
82
Orleans Capital Management
Louisiana
$355K -$10.2K -500 -3%
TSS
83
Two Sigma Securities
New York
$354K +$353K +17,241 New
AWM
84
Accel Wealth Management
Iowa
$353K -$6.14K -300 -2%
CAN
85
Cetera Advisor Networks
California
$324K +$23.2K +1,135 +8%
FWSM
86
First Wilshire Securities Management
California
$293K
SA
87
SWM Advisors
Florida
$292K
BAM
88
Belpointe Asset Management
Nevada
$274K -$11.1K -544 -4%
RG
89
Retirement Group
California
$272K -$116K -5,682 -30%
SPC
90
Sigma Planning Corp
Michigan
$271K +$655 +32 +0.2%
MA
91
MUFG Americas
New York
$264K
SCA
92
STALEY CAPITAL ADVISERS
Pennsylvania
$263K
SWM
93
SeaCrest Wealth Management
New York
$254K
GAM
94
Gould Asset Management
California
$250K +$3.38K +165 +1%
MMG
95
Monetary Management Group
Missouri
$236K +$235K +11,500 New
PAG
96
Private Advisor Group
New Jersey
$228K +$40K +1,954 +21%
1WM
97
1900 Wealth Management
Texas
$224K -$47.1K -2,299 -17%
SFG
98
Summit Financial Group
West Virginia
$214K
IA
99
IFP Advisors
Florida
$206K +$118K +5,757 +116%
Bank of New York Mellon
100
Bank of New York Mellon
New York
$205K -$35.7K -1,745 -15%

PFXF Hedge Fund Activity: Q1 2022 in Review

141 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in VanEck Preferred Securities ex Financials ETF (PFXF) for Q1 2022, worth a combined $207M — down 5.1% from $218M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new PFXF positions and 20 closed out — a net gain of 7 holders — while 43 added to existing stakes and 43 trimmed.

The largest buyer was Mid-American Wealth Advisory Group, adding an estimated $3.94M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $10.6M.

  • 141 institutional investors held VanEck Preferred Securities ex Financials ETF (PFXF) as of Q1 2022, up from 136 in Q4 2021.
  • Funds reported $207M of VanEck Preferred Securities ex Financials ETF stock for Q1 2022, down 5.1% quarter-over-quarter.
  • 27 funds opened new VanEck Preferred Securities ex Financials ETF positions in Q1 2022 and 20 closed out, a net change of +7 holders.
  • The largest VanEck Preferred Securities ex Financials ETF buyer in Q1 2022 was Mid-American Wealth Advisory Group, an estimated $3.94M added.
  • The largest VanEck Preferred Securities ex Financials ETF seller in Q1 2022 was Raymond James Financial Services Advisors, an estimated $10.6M sold.

Based on aggregated 13F filings for Q1 2022.