We are live on ! Find out more
PFXF icon

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
CWP
101
Core Wealth Partners
California
$388K +$79.6K +4,427 +25%
FTUS
102
Flow Traders U.S.
New York
$386K +$402K +22,370 New
BRIA
103
Balanced Rock Investment Advisors
Massachusetts
$384K +$20.7K +1,151 +5%
Janney Montgomery Scott
104
Janney Montgomery Scott
Pennsylvania
$382K +$112K +6,201 +39%
MCM
105
Manchester Capital Management
Vermont
$344K
TWM
106
TCFG Wealth Management
California
$342K
JP Morgan Chase
107
JP Morgan Chase
New York
$342K +$355K +19,744 +25,642%
TIP
108
Tandem Investment Partners
New Jersey
$334K +$348K +19,365 New
PAG
109
Private Advisory Group
Washington
$334K +$348K +19,358 New
TYCC
110
Texas Yale Capital Corp
Florida
$324K +$38.4K +2,134 +13%
HI
111
Harbour Investments
Wisconsin
$298K
FWSM
112
First Wilshire Securities Management
California
$296K +$57K +3,171 +23%
1IA
113
1834 Investment Advisors
Wisconsin
$288K
Thrivent Financial for Lutherans
114
Thrivent Financial for Lutherans
Minnesota
$287K -$154K -8,563 -35%
PA
115
Pinnacle Associates
New York
$287K -$34.2K -1,900 -10%
PWM
116
Perigon Wealth Management
California
$281K +$9.32K +518 +3%
Creative Planning
117
Creative Planning
Kansas
$280K -$51.8K -2,880 -15%
Comerica Bank
118
Comerica Bank
Texas
$280K +$11.6K +644 +4%
AWA
119
Acorn Wealth Advisors
Michigan
$272K -$3.62K -201 -1%
HA
120
Hofer & Associates
California
$268K +$216 +12 +0.1%
MCM
121
Mainstay Capital Management
Michigan
$266K -$1.82K -101 -0.7%
SS
122
Sunbelt Securities
Texas
$253K
AWM
123
Accel Wealth Management
Iowa
$250K -$4.77K -265 -2%
SA
124
Sovran Advisors
California
$246K +$259K +14,391 New
KA
125
Kovack Advisors
Florida
$240K

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.