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VanEck Preferred Securities ex Financials ETF

191 hedge funds and large institutions have $562M invested in VanEck Preferred Securities ex Financials ETF in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 77 increasing their positions, 47 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

463% more call options, than puts

Call options by funds: $231K | Put options by funds: $41K

78% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 18

64% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 47

6% more funds holding

Funds holding: 181191 (+10)

2% less capital invested

Capital invested by funds: $576M → $562M (-$13.8M)

3.46% less ownership

Funds ownership: 33.13%29.67% (-3.5%)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
191
Holders Change
+10
Holders Change %
+5.52%
% of All Funds
2.52%
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
77
Reduced
47
Closed
18
Calls
$231K
Puts
$41K
Net Calls
+$190K
Net Calls Change
+$104K
Name Holding Trade Value Shares
Change
Change in
Stake
NA
76
NewEdge Advisors
Louisiana
$791K +$22.8K +1,265 +3%
GIM
77
Guild Investment Management
California
$753K +$786K +43,680 New
SFS
78
Sowell Financial Services
Arkansas
$750K +$385K +21,415 +97%
IAS
79
Insigneo Advisory Services
Florida
$729K +$39.2K +2,180 +5%
WA
80
Wealth Alliance
New York
$700K +$2.01K +112 +0.3%
DCM
81
Delta Capital Management
New Jersey
$697K -$45K -2,500 -6%
PT
82
Plimoth Trust
Massachusetts
$677K -$17.5K -975 -2%
RBFC
83
Roman Butler Fullerton & Co
Missouri
$670K -$66.1K -3,673 -9%
PFS
84
Prospera Financial Services
Texas
$648K -$287K -15,966 -30%
HighTower Advisors
85
HighTower Advisors
Illinois
$629K -$3.71K -206 -0.6%
AIS
86
Accredited Investor Services
Minnesota
$571K +$595K +33,091 New
TF
87
Tandem Financial
Colorado
$559K +$583K +32,423 New
Wolverine Trading
88
Wolverine Trading
Illinois
$556K +$580K +32,264 New
PIMG
89
Patriot Investment Management Group
Tennessee
$539K
PFA
90
Pathway Financial Advisers
Indiana
$514K -$1.66K -92 -0.3%
MAS
91
MPWM Advisory Solutions
Georgia
$504K +$526K +29,243 New
BCWM
92
Bartlett & Co Wealth Management
Ohio
$499K -$3.87K -215 -0.7%
AWM
93
Ariadne Wealth Management
California
$498K
CAM
94
Cresset Asset Management
Illinois
$493K
OIA
95
OneDigital Investment Advisors
Kansas
$478K +$110K +6,143 +28%
FFA
96
Farther Finance Advisors
California
$439K +$442K +24,580 +2,892%
PA
97
Procyon Advisors
Connecticut
$438K -$36.6K -2,036 -7%
BTC
98
Bank & Trust Company
Illinois
$436K
AA
99
Apriem Advisors
California
$435K -$80.9K -4,500 -15%
MPWT
100
MassMutual Private Wealth & Trust
Connecticut
$415K +$29.5K +1,641 +7%

PFXF Hedge Fund Activity: Q4 2024 in Review

191 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in VanEck Preferred Securities ex Financials ETF (PFXF) for Q4 2024, worth a combined $562M — down 2.4% from $576M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new PFXF positions and 18 closed out — a net gain of 14 holders — while 77 added to existing stakes and 47 trimmed.

The largest buyer was Wells Fargo, adding an estimated $6.83M. The largest seller was Morgan Stanley, cutting an estimated $7.29M.

  • 191 institutional investors held VanEck Preferred Securities ex Financials ETF (PFXF) as of Q4 2024, up from 181 in Q3 2024.
  • Funds reported $562M of VanEck Preferred Securities ex Financials ETF stock for Q4 2024, down 2.4% quarter-over-quarter.
  • 32 funds opened new VanEck Preferred Securities ex Financials ETF positions in Q4 2024 and 18 closed out, a net change of +14 holders.
  • The largest VanEck Preferred Securities ex Financials ETF buyer in Q4 2024 was Wells Fargo, an estimated $6.83M added.
  • The largest VanEck Preferred Securities ex Financials ETF seller in Q4 2024 was Morgan Stanley, an estimated $7.29M sold.

Based on aggregated 13F filings for Q4 2024.