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VanEck Preferred Securities ex Financials ETF

229 hedge funds and large institutions have $880M invested in VanEck Preferred Securities ex Financials ETF in 2026 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 93 increasing their positions, 63 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 16

48% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 63

39% more capital invested

Capital invested by funds: $633M → $880M (+$247M)

7% more funds holding

Funds holding: 214229 (+15)

6.22% more ownership

Funds ownership: 29.91%36.13% (+6.2%)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
229
Holders Change
+15
Holders Change %
+7.01%
% of All Funds
2.77%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.06%
New
35
Increased
93
Reduced
63
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
76
Tassel Capital Management
North Carolina
$1.21M +$1.24M +67,648 New
FCM
77
Fortis Capital Management
Washington
$1.1M +$9.22K +502 +0.8%
GWM
78
Geneos Wealth Management
Colorado
$1.07M -$6.16K -335 -0.6%
RBFC
79
Roman Butler Fullerton & Co
Missouri
$1.01M +$174K +9,445 +20%
PIA
80
Powell Investment Advisors
Florida
$950K
NA
81
NewEdge Advisors
Louisiana
$927K +$101K +5,489 +12%
FFA
82
Farther Finance Advisors
California
$916K +$60.6K +3,299 +7%
SIM
83
Stratos Investment Management
Ohio
$915K -$48.1K -2,620 -5%
OIA
84
OneDigital Investment Advisors
Kansas
$901K -$868K -47,232 -48%
EWA
85
Etesian Wealth Advisors
Oregon
$883K -$91.4K -4,973 -9%
P
86
&Partners
Tennessee
$881K +$8.03K +437 +0.9%
MAS
87
MPWM Advisory Solutions
Georgia
$870K +$22K +1,196 +3%
SFS
88
Sowell Financial Services
Arkansas
$869K -$5.07K -276 -0.6%
GIM
89
Guild Investment Management
California
$800K -$816K -44,430 -50%
SWM
90
SHP Wealth Management
Massachusetts
$796K +$556K +30,246 +210%
BCM
91
Brookstone Capital Management
Illinois
$795K +$819K +44,561 New
Sumitomo Mitsui Trust Group
92
Sumitomo Mitsui Trust Group
Japan
$779K -$39.7K -2,160 -5%
OCA
93
OpenArc Corporate Advisory
Georgia
$761K +$2.76K +150 +0.4%
HI
94
Harbour Investments
Wisconsin
$742K +$37.9K +2,065 +5%
Creative Planning
95
Creative Planning
Kansas
$738K -$1.13M -61,701 -60%
LI
96
LRI Investments
Florida
$714K +$735K +40,000 New
PAG
97
Private Advisor Group
New Jersey
$689K -$2.48M -134,823 -78%
DCM
98
Delta Capital Management
New Jersey
$684K +$27.6K +1,500 +4%
CAPTRUST Financial Advisors
99
CAPTRUST Financial Advisors
North Carolina
$674K +$7.17K +390 +1%
JWCA
100
J.W. Cole Advisors
Florida
$674K +$694K +37,788 New

PFXF Hedge Fund Activity: Q2 2026 in Review

229 of the 8,264 institutional investors tracked by Wall St. Rank reported a position in VanEck Preferred Securities ex Financials ETF (PFXF) for Q2 2026, worth a combined $880M — up 39% from $633M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new PFXF positions and 16 closed out — a net gain of 19 holders — while 93 added to existing stakes and 63 trimmed.

The largest buyer was Treasurer of the State of North Carolina, opening a new position worth an estimated $172M. The largest seller was Tradewinds Capital Management, cutting an estimated $11.6M.

  • 229 institutional investors held VanEck Preferred Securities ex Financials ETF (PFXF) as of Q2 2026, up from 214 in Q1 2026.
  • Funds reported $880M of VanEck Preferred Securities ex Financials ETF stock for Q2 2026, up 39% quarter-over-quarter.
  • 35 funds opened new VanEck Preferred Securities ex Financials ETF positions in Q2 2026 and 16 closed out, a net change of +19 holders.
  • The largest VanEck Preferred Securities ex Financials ETF buyer in Q2 2026 was Treasurer of the State of North Carolina, an estimated $172M added.
  • The largest VanEck Preferred Securities ex Financials ETF seller in Q2 2026 was Tradewinds Capital Management, an estimated $11.6M sold.

Based on aggregated 13F filings for Q2 2026.