VanEck Preferred Securities ex Financials ETF
PFXF
101 hedge funds and large institutions have $90M invested in VanEck Preferred Securities ex Financials ETF in 2019 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 43 increasing their positions, 20 reducing their positions, and 9 closing their positions.
122% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 9
115% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 20
16% more capital invested
Capital invested by funds: $77.7M → $90M (+$12.3M)
10% more funds holding
Funds holding: 92 → 101 (+9)
0.61% more ownership
Funds ownership: 11.07% → 11.68% (+0.61%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$2.66M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.75M |
| 3 |
1IA
1834 Investment Advisors
Milwaukee,
Wisconsin
|
+$1.53M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
+$1.49M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$737K |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$710K |
| 3 |
WA
Wealthstar Advisors
Plano,
Texas
|
-$364K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$340K |
| 5 |
NR
Newfound Research
Wellesley Hills,
Massachusetts
|
-$340K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FTUS
101
Flow Traders U.S.
New York
| – | -$710K | -34,977 | Closed |
|
|
WA
102
Wealthstar Advisors
Plano,
Texas
| – | -$364K | -18,095 | Closed |
|
|
WI
103
Wintrust Investments
Chicago,
Illinois
| – | -$277K | -13,650 | Closed |
|
|
FMC
104
First Merchants Corp
Muncie,
Indiana
| – | -$248K | -12,200 | Closed |
|
|
FAAS
105
First Allied Advisory Services
San Diego,
California
| – | -$48K | -2,413 | Closed |
|
106
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$37K | -1,837 | Closed |
|
107
Fidelity Investments
Boston,
Massachusetts
| – | -$18.3K | -911 | -100% |
|
|
ACA
108
Aptus Capital Advisors
Fairhope,
Alabama
| – | -$17K | -842 | Closed |
|
|
WEC
109
Winslow Evans & Crocker
Boston,
Massachusetts
| – | -$6K | -226 | Closed |
|
|
KWA
110
KCS Wealth Advisory
Los Angeles,
California
| – | -$4.26K | -210 | Closed |
|
PFXF Hedge Fund Activity: Q4 2019 in Review
101 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in VanEck Preferred Securities ex Financials ETF (PFXF) for Q4 2019, worth a combined $90M — up 16% from $77.7M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new PFXF positions and 9 closed out — a net gain of 11 holders — while 43 added to existing stakes and 20 trimmed.
The largest buyer was LPL Financial, adding an estimated $2.66M. The largest seller was Wells Fargo, cutting an estimated $737K.
- 101 institutional investors held VanEck Preferred Securities ex Financials ETF (PFXF) as of Q4 2019, up from 92 in Q3 2019.
- Funds reported $90M of VanEck Preferred Securities ex Financials ETF stock for Q4 2019, up 16% quarter-over-quarter.
- 20 funds opened new VanEck Preferred Securities ex Financials ETF positions in Q4 2019 and 9 closed out, a net change of +11 holders.
- The largest VanEck Preferred Securities ex Financials ETF buyer in Q4 2019 was LPL Financial, an estimated $2.66M added.
- The largest VanEck Preferred Securities ex Financials ETF seller in Q4 2019 was Wells Fargo, an estimated $737K sold.
Based on aggregated 13F filings for Q4 2019.