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VanEck Preferred Securities ex Financials ETF
PFXF

179 hedge funds and large institutions have $518M invested in VanEck Preferred Securities ex Financials ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 68 increasing their positions, 52 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

195% more call options, than puts

Call options by funds: $336K | Put options by funds: $114K

44% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 18

31% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 52

8% more capital invested

Capital invested by funds: $480M → $518M (+$38.4M)

3% more funds holding

Funds holding: 174 → 179 (+5)

0.57% more ownership

Funds ownership: 29.93% → 30.5% (+0.57%)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

Holders
179
Holders Change
+5
Holders Change %
+2.87%
% of All Funds
2.59%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
26
Increased
68
Reduced
52
Closed
18
Calls
$336K
Puts
$114K
Net Calls
+$222K
Net Calls Change
-$268K

Top Buyers

Rank Fund Capital Flow
1
CWM
Comprehensive Wealth Management
Washington
+$29.4M
2
OPAM
Ocean Park Asset Management
California
+$4.95M
3
MML Investors Services
MML Investors Services
Massachusetts
+$3.71M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.79M
5
CCP
Carmel Capital Partners
California
+$2.36M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$4.76M
2
Osaic Holdings
Osaic Holdings
Arizona
-$4.57M
3
Bank of America
Bank of America
North Carolina
-$1.62M
4
MWM
MY Wealth Management
Maryland
-$1.52M
5
CCA
Cadent Capital Advisors
Oklahoma
-$1.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
IFG
76
Independent Financial Group
California
$706K +$246K +14,163 +53%
WA
77
Wealth Alliance
New York
$699K -$103K -5,950 -13%
RFN
78
Redwood Financial Network
Ohio
$678K +$375K +21,629 +123%
IAS
79
Insigneo Advisory Services
Florida
$612K +$267K +15,392 +75%
Thrivent Financial for Lutherans
80
Thrivent Financial for Lutherans
Minnesota
$598K -$157K -9,066 -21%
PIMG
81
Patriot Investment Management Group
Tennessee
$585K – – –
Jane Street
82
Jane Street
New York
$577K +$578K +33,344 New
PFA
83
Pathway Financial Advisers
Indiana
$552K -$3.73K -215 -0.7%
AA
84
Apriem Advisors
California
$519K – – –
PA
85
Procyon Advisors
Connecticut
$515K -$77.6K -4,475 -13%
BCWM
86
Bartlett & Co Wealth Management
Ohio
$508K – – –
AWM
87
Ariadne Wealth Management
California
$497K +$498K +28,750 New
1IA
88
1834 Investment Advisors
Wisconsin
$475K -$216K -12,441 -31%
CAM
89
Cresset Asset Management
Illinois
$443K +$444K +25,580 New
BTC
90
Bank & Trust Company
Illinois
$437K +$438K +25,264 New
RFA
91
Resurgent Financial Advisors
Georgia
$432K -$492K -28,377 -53%
MPWT
92
MassMutual Private Wealth & Trust
Connecticut
$410K +$7.91K +456 +2%
Rockefeller Capital Management
93
Rockefeller Capital Management
New York
$394K +$78.8K +4,545 +25%
BRIA
94
Balanced Rock Investment Advisors
Massachusetts
$346K +$48.6K +2,801 +16%
SFS
95
Sowell Financial Services
Arkansas
$338K +$117K +6,723 +52%
GWM
96
Geneos Wealth Management
Colorado
$329K – – –
RJT
97
Raymond James Trust
Florida
$326K – – –
MHS
98
M Holdings Securities
Oregon
$325K +$326K +18,803 New
Mirae Asset Global Investments
99
Mirae Asset Global Investments
South Korea
$322K +$322K +18,600 New
PA
100
Pinnacle Associates
New York
$321K – – –
2 3
4
5 6

PFXF Hedge Fund Activity: Q2 2024 in Review

179 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in VanEck Preferred Securities ex Financials ETF (PFXF) for Q2 2024, worth a combined $518M — up 8% from $480M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new PFXF positions and 18 closed out — a net gain of 8 holders — while 68 added to existing stakes and 52 trimmed.

The largest buyer was Comprehensive Wealth Management, opening a new position worth an estimated $29.4M. The largest seller was Morgan Stanley, cutting an estimated $4.76M.

  • 179 institutional investors held VanEck Preferred Securities ex Financials ETF (PFXF) as of Q2 2024, up from 174 in Q1 2024.
  • Funds reported $518M of VanEck Preferred Securities ex Financials ETF stock for Q2 2024, up 8% quarter-over-quarter.
  • 26 funds opened new VanEck Preferred Securities ex Financials ETF positions in Q2 2024 and 18 closed out, a net change of +8 holders.
  • The largest VanEck Preferred Securities ex Financials ETF buyer in Q2 2024 was Comprehensive Wealth Management, an estimated $29.4M added.
  • The largest VanEck Preferred Securities ex Financials ETF seller in Q2 2024 was Morgan Stanley, an estimated $4.76M sold.

Based on aggregated 13F filings for Q2 2024.