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VanEck Preferred Securities ex Financials ETF

183 hedge funds and large institutions have $470M invested in VanEck Preferred Securities ex Financials ETF in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 67 increasing their positions, 57 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 57

1.98% less ownership

Funds ownership: 28.17%26.19% (-2%)

4% less funds holding

Funds holding: 190183 (-7)

10% less capital invested

Capital invested by funds: $521M → $470M (-$51.4M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

25% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 28

Holders
183
Holders Change
-7
Holders Change %
-3.68%
% of All Funds
2.41%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
21
Increased
67
Reduced
57
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GIM
76
Guild Investment Management
California
$705K -$24.9K -1,500 -4%
WA
77
Wealth Alliance
New York
$696K +$1.06K +64 +0.2%
CAPTRUST Financial Advisors
78
CAPTRUST Financial Advisors
North Carolina
$688K +$667K +40,195 New
FFA
79
Farther Finance Advisors
California
$688K +$270K +16,250 +68%
HF
80
HRT Financial
New York
$651K +$386K +23,273 +158%
DCM
81
Delta Capital Management
New Jersey
$641K
HighTower Advisors
82
HighTower Advisors
Illinois
$626K +$4.66K +281 +0.8%
PT
83
Plimoth Trust
Massachusetts
$606K +$4.15K +250 +0.7%
P
84
&Partners
Tennessee
$592K +$108K +6,502 +23%
MFP
85
Meridian Financial Partners
Virginia
$585K +$42.2K +2,541 +8%
AIS
86
Accredited Investor Services
Minnesota
$575K
AFP
87
Ausdal Financial Partners
Iowa
$568K -$1.01M -60,994 -65%
AWM
88
Ariadne Wealth Management
California
$510K
HI
89
Harbour Investments
Wisconsin
$480K -$6.06K -365 -1%
Janney Montgomery Scott
90
Janney Montgomery Scott
Pennsylvania
$479K +$1.13K +68 +0.2%
PFA
91
Pathway Financial Advisers
Indiana
$478K -$28.5K -1,715 -6%
SWP
92
Stratos Wealth Partners
Ohio
$473K -$468K -28,185 -50%
AIA
93
AssuredPartners Investment Advisors
Florida
$467K -$1.42M -85,722 -76%
BFA
94
Beaumont Financial Advisors
Massachusetts
$460K +$266 +16 +0.1%
MCM
95
Mainstay Capital Management
Michigan
$459K +$189K +11,365 +74%
RBFC
96
Roman Butler Fullerton & Co
Missouri
$448K +$10.8K +650 +3%
SIC
97
Samalin Investment Counsel
New York
$440K +$177K +10,654 +71%
BRIA
98
Balanced Rock Investment Advisors
Massachusetts
$435K +$35.8K +2,158 +9%
BTC
99
Bank & Trust Company
Illinois
$433K
MPWT
100
MassMutual Private Wealth & Trust
Connecticut
$391K +$3.24K +195 +0.9%

PFXF Hedge Fund Activity: Q2 2025 in Review

183 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in VanEck Preferred Securities ex Financials ETF (PFXF) for Q2 2025, worth a combined $470M — down 9.9% from $521M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of PFXF and 21 opened new positions — a net loss of 7 holders — while 57 trimmed existing stakes and 67 added.

The largest buyer was Park Avenue Securities, opening a new position worth an estimated $5.17M. The largest seller was Comprehensive Wealth Management, exiting entirely with an estimated $35.8M sold.

  • 183 institutional investors held VanEck Preferred Securities ex Financials ETF (PFXF) as of Q2 2025, down from 190 in Q1 2025.
  • Funds reported $470M of VanEck Preferred Securities ex Financials ETF stock for Q2 2025, down 9.9% quarter-over-quarter.
  • 21 funds opened new VanEck Preferred Securities ex Financials ETF positions in Q2 2025 and 28 closed out, a net change of -7 holders.
  • The largest VanEck Preferred Securities ex Financials ETF buyer in Q2 2025 was Park Avenue Securities, an estimated $5.17M added.
  • The largest VanEck Preferred Securities ex Financials ETF seller in Q2 2025 was Comprehensive Wealth Management, an estimated $35.8M sold.

Based on aggregated 13F filings for Q2 2025.