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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
AA
101
Apriem Advisors
California
$389K
CWP
102
Core Wealth Partners
California
$385K
BCWM
103
Bartlett & Co Wealth Management
Ohio
$379K -$24.1K -1,450 -6%
PA
104
Procyon Advisors
Connecticut
$377K -$25.1K -1,510 -6%
Citadel Advisors
105
Citadel Advisors
Florida
$369K -$149K -8,960 -29%
FF
106
Fortitude Financial
Washington
$356K +$113K +6,806 New
OIA
107
OneDigital Investment Advisors
Kansas
$353K -$100K -6,029 -23%
TWM
108
TCFG Wealth Management
California
$346K +$5.96K +359 +2%
TIP
109
Tandem Investment Partners
New Jersey
$337K +$1.25K +75 +0.4%
PA
110
Pinnacle Associates
New York
$318K +$37K +2,232 +14%
AA
111
Advisory Alpha
Michigan
$313K -$2.51K -151 -0.8%
PIMG
112
Patriot Investment Management Group
Tennessee
$305K -$56.8K -3,422 -16%
Comerica Bank
113
Comerica Bank
Texas
$299K +$7.12K +429 +3%
WIA
114
World Investment Advisors
California
$297K +$288K +17,338 New
SA
115
Sovran Advisors
California
$287K
PWM
116
Perigon Wealth Management
California
$284K +$5.23K +315 +2%
1IA
117
1834 Investment Advisors
Wisconsin
$274K
PTC
118
Private Trust Company
Ohio
$266K
IA
119
IFP Advisors
Florida
$262K +$51.1K +3,077 +25%
BCM
120
Bluefin Capital Management
New York
$259K -$114K -6,855 -31%
HA
121
Hofer & Associates
California
$258K -$4.17K -251 -2%
SS
122
Sunbelt Securities
Texas
$257K -$531 -32 -0.2%
AWA
123
Acorn Wealth Advisors
Michigan
$247K -$11.9K -720 -5%
AWM
124
Accel Wealth Management
Iowa
$237K +$116 +7 +0.1%
CTFG
125
Capstone Triton Financial Group
Oklahoma
$235K +$402K +24,237 New

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.