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VanEck Preferred Securities ex Financials ETF
PFXF

Overview Fund Activity

179 hedge funds and large institutions have $517M invested in VanEck Preferred Securities ex Financials ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 67 increasing their positions, 52 reducing their positions, and 18 closing their positions.

Holders
179
Holders Change
+5
Holders Change %
+2.87%
% of All Funds
2.6%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
26
Increased
67
Reduced
52
Closed
18
Calls
$336K
Puts
$114K
Net Calls
+$222K
Net Calls Change
-$268K

Top Buyers

1
CWM
1
Comprehensive Wealth Management
Washington
$29.4M
2
OPAM
2
Ocean Park Asset Management
California
$4.94M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$13.8M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$8.39M
5
CCP
5
Carmel Capital Partners
California
$6.17M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$49.5M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$3.35M
3
Bank of America
3
Bank of America
North Carolina
$62.7M
4
MWM
4
MY Wealth Management
Maryland
$2.94M
5
CCA
5
Cadent Capital Advisors
Oklahoma
$1.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
TYCC
101
Texas Yale Capital Corp
Florida
$296K +$104 +6 +0%
MAWAG
102
Mid-American Wealth Advisory Group
Missouri
$292K -$164K -9,486 -36%
Jones Financial Companies
103
Jones Financial Companies
Missouri
$287K +$185K +10,705 +182%
Comerica Bank
104
Comerica Bank
Texas
$271K +$51.9K +3,000 +24%
HA
105
Hofer & Associates
California
$270K -$3.18K -184 -1%
MCM
106
Mainstay Capital Management
Michigan
$269K -$110K -6,374 -29%
PWM
107
Perigon Wealth Management
California
$268K +$2.58K +149 +1%
AWM
108
Accel Wealth Management
Iowa
$258K -$4.31K -249 -2%
SS
109
Sunbelt Securities
Texas
$254K – – –
KA
110
Kovack Advisors
Florida
$249K +$249K +14,385 New
FWSM
111
First Wilshire Securities Management
California
$242K – – –
Janney Montgomery Scott
112
Janney Montgomery Scott
Pennsylvania
$237K +$51.9K +3,005 +28%
GAM
113
Grandview Asset Management
Pennsylvania
$233K +$607 +35 +0.3%
CP
114
Creekside Partners
California
$232K +$232K +13,429 New
AWA
115
Acorn Wealth Advisors
Michigan
$230K +$52 +3 +0%
GAM
116
Gould Asset Management
California
$230K +$3.11K +180 +1%
OCM
117
Orleans Capital Management
Louisiana
$228K -$4.33K -250 -2%
TC
118
TownSquare Capital
Utah
$219K -$38.9K -2,247 -15%
DW30
119
Drucker Wealth 3.0
New Jersey
$219K +$219K +12,631 New
ORC
120
O'Rourke & Company
Massachusetts
$217K -$4.57K -264 -2%
CastleKeep Investment Advisors
121
CastleKeep Investment Advisors
Connecticut
$209K +$209K +12,076 New
TSW
122
Three Seasons Wealth
Utah
$208K – – –
US Bancorp
123
US Bancorp
Minnesota
$201K – – –
Northern Trust
124
Northern Trust
Illinois
$201K +$201K +11,600 New
CFS
125
Coordinated Financial Services
Colorado
$192K +$3.05K +176 +2%
3 4
5
6 7