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VanEck Preferred Securities ex Financials ETF
PFXF

Overview Fund Activity

190 hedge funds and large institutions have $561M invested in VanEck Preferred Securities ex Financials ETF in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 76 increasing their positions, 47 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
+10
Holders Change %
+5.56%
% of All Funds
2.53%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
32
Increased
76
Reduced
47
Closed
18
Calls
$231K
Puts
$41K
Net Calls
+$190K
Net Calls Change
+$104K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$29.8M
2
LAM
2
L2 Asset Management
Massachusetts
$4.48M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$18.5M
4
QC
4
Quadrature Capital
United Kingdom
$1.9M
5
Jane Street
5
Jane Street
New York
$2.16M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$47.5M
2
OPAM
2
Ocean Park Asset Management
California
$0
3
PAS
3
Park Avenue Securities
New York
$4.5M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GIM
76
Guild Investment Management
California
$753K +$753K +43,680 New
SFS
77
Sowell Financial Services
Arkansas
$750K +$369K +21,415 +97%
IAS
78
Insigneo Advisory Services
Florida
$729K +$37.6K +2,180 +5%
WA
79
Wealth Alliance
New York
$700K +$1.93K +112 +0.3%
DCM
80
Delta Capital Management
New Jersey
$697K -$43.1K -2,500 -6%
PT
81
Plimoth Trust
Massachusetts
$677K -$16.8K -975 -2%
RBFC
82
Roman Butler Fullerton & Co
Missouri
$670K -$65K -3,673 -9%
PFS
83
Prospera Financial Services
Texas
$648K -$275K -15,966 -30%
HighTower Advisors
84
HighTower Advisors
Illinois
$629K -$3.55K -206 -0.6%
AIS
85
Accredited Investor Services
Minnesota
$571K +$571K +33,091 New
TF
86
Tandem Financial
Colorado
$559K +$559K +32,423 New
Wolverine Trading
87
Wolverine Trading
Illinois
$556K +$556K +32,264 New
PIMG
88
Patriot Investment Management Group
Tennessee
$539K – – –
PFA
89
Pathway Financial Advisers
Indiana
$514K -$1.59K -92 -0.3%
MAS
90
MPWM Advisory Solutions
Georgia
$504K +$504K +29,243 New
BCWM
91
Bartlett & Co Wealth Management
Ohio
$499K -$3.71K -215 -0.7%
AWM
92
Ariadne Wealth Management
California
$498K – – –
CAM
93
Cresset Asset Management
Illinois
$493K – – –
OIA
94
OneDigital Investment Advisors
Kansas
$478K +$106K +6,143 +28%
FFA
95
Farther Finance Advisors
California
$439K +$424K +24,580 +2,892%
PA
96
Procyon Advisors
Connecticut
$438K -$35.1K -2,036 -7%
BTC
97
Bank & Trust Company
Illinois
$436K – – –
AA
98
Apriem Advisors
California
$435K -$77.6K -4,500 -15%
MPWT
99
MassMutual Private Wealth & Trust
Connecticut
$415K +$28.3K +1,641 +7%
CWP
100
Core Wealth Partners
California
$388K +$76.4K +4,427 +25%
2 3
4
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