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VanEck Preferred Securities ex Financials ETF
PFXF

Overview Fund Activity

179 hedge funds and large institutions have $517M invested in VanEck Preferred Securities ex Financials ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 67 increasing their positions, 52 reducing their positions, and 18 closing their positions.

Holders
179
Holders Change
+5
Holders Change %
+2.87%
% of All Funds
2.6%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
26
Increased
67
Reduced
52
Closed
18
Calls
$336K
Puts
$114K
Net Calls
+$222K
Net Calls Change
-$268K

Top Buyers

1
CWM
1
Comprehensive Wealth Management
Washington
$29.4M
2
OPAM
2
Ocean Park Asset Management
California
$4.94M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$13.8M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$8.39M
5
CCP
5
Carmel Capital Partners
California
$6.17M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$49.5M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$3.35M
3
Bank of America
3
Bank of America
North Carolina
$62.7M
4
MWM
4
MY Wealth Management
Maryland
$2.94M
5
CCA
5
Cadent Capital Advisors
Oklahoma
$1.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
76
Wealth Alliance
New York
$699K -$103K -5,950 -13%
RFN
77
Redwood Financial Network
Ohio
$678K +$374K +21,629 +123%
IAS
78
Insigneo Advisory Services
Florida
$612K +$262K +15,392 +75%
Thrivent Financial for Lutherans
79
Thrivent Financial for Lutherans
Minnesota
$598K -$157K -9,066 -21%
PIMG
80
Patriot Investment Management Group
Tennessee
$585K – – –
Jane Street
81
Jane Street
New York
$577K +$577K +33,344 New
PFA
82
Pathway Financial Advisers
Indiana
$552K -$3.72K -215 -0.7%
AA
83
Apriem Advisors
California
$519K – – –
PA
84
Procyon Advisors
Connecticut
$515K -$77.4K -4,475 -13%
BCWM
85
Bartlett & Co Wealth Management
Ohio
$508K – – –
AWM
86
Ariadne Wealth Management
California
$497K +$497K +28,750 New
1IA
87
1834 Investment Advisors
Wisconsin
$475K -$215K -12,441 -31%
CAM
88
Cresset Asset Management
Illinois
$443K +$443K +25,580 New
BTC
89
Bank & Trust Company
Illinois
$437K +$437K +25,264 New
RFA
90
Resurgent Financial Advisors
Georgia
$432K -$491K -28,377 -53%
MPWT
91
MassMutual Private Wealth & Trust
Connecticut
$410K +$7.89K +456 +2%
Rockefeller Capital Management
92
Rockefeller Capital Management
New York
$394K +$78.6K +4,545 +25%
BRIA
93
Balanced Rock Investment Advisors
Massachusetts
$346K +$48.5K +2,801 +16%
SFS
94
Sowell Financial Services
Arkansas
$338K +$116K +6,723 +52%
GWM
95
Geneos Wealth Management
Colorado
$329K – – –
RJT
96
Raymond James Trust
Florida
$326K – – –
MHS
97
M Holdings Securities
Oregon
$325K +$325K +18,803 New
Mirae Asset Global Investments
98
Mirae Asset Global Investments
South Korea
$322K +$322K +18,600 New
PA
99
Pinnacle Associates
New York
$321K – – –
CWP
100
Core Wealth Partners
California
$312K -$183K -10,567 -37%
2 3
4
5 6