We are live on ! Find out more
PFXF icon

VanEck Preferred Securities ex Financials ETF

212 hedge funds and large institutions have $631M invested in VanEck Preferred Securities ex Financials ETF in 2026 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 95 increasing their positions, 65 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 65

44% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 16

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

7% more capital invested

Capital invested by funds: $587M → $631M (+$43.8M)

1% more funds holding

Funds holding: 209212 (+3)

0.82% more ownership

Funds ownership: 28.98%29.8% (+0.82%)

Holders
212
Holders Change
+3
Holders Change %
+1.44%
% of All Funds
2.61%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
23
Increased
95
Reduced
65
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
101
Ariadne Wealth Management
California
$504K
AFP
102
Ausdal Financial Partners
Iowa
$491K -$79.2K -4,372 -14%
PT
103
Plimoth Trust
Massachusetts
$488K -$51.6K -2,850 -9%
TYCC
104
Texas Yale Capital Corp
Florida
$487K +$169K +9,304 +50%
BFA
105
Beaumont Financial Advisors
Massachusetts
$484K +$2.86K +158 +0.6%
SF
106
Summit Financial
New Jersey
$475K -$4.02K -222 -0.8%
BTC
107
Bank & Trust Company
Illinois
$443K
AA
108
Advisory Alpha
Michigan
$428K +$117K +6,472 +36%
AIS
109
Accredited Investor Services
Minnesota
$398K +$11.9K +659 +3%
IA
110
IFP Advisors
Florida
$397K -$29.3K -1,618 -7%
SWP
111
Stratos Wealth Partners
Ohio
$394K -$26.6K -1,470 -6%
TIP
112
Tandem Investment Partners
New Jersey
$390K +$4.53K +250 +1%
SCI
113
Stableford Capital II
Arizona
$383K +$146K +8,039 +58%
AA
114
Apriem Advisors
California
$368K
BCWM
115
Bartlett & Co Wealth Management
Ohio
$361K -$16.6K -915 -4%
TWM
116
TCFG Wealth Management
California
$352K +$3.17K +175 +0.9%
TIA
117
TCFG Investment Advisors
California
$352K +$364K +20,084 New
Carson Wealth (CWM LLC)
118
Carson Wealth (CWM LLC)
Nebraska
$349K +$288K +15,911 +398%
DG
119
Diesslin Group
Texas
$348K +$114K +6,303 +47%
SAW
120
Signal Advisors Wealth
Michigan
$343K +$355K +19,576 New
CCM
121
Coldstream Capital Management
Washington
$341K +$52.2K +2,881 +17%
WSFG
122
Wall Street Financial Group
Illinois
$330K +$254 +14 +0.1%
PA
123
Procyon Advisors
Connecticut
$328K -$56K -3,089 -14%
TSS
124
Two Sigma Securities
New York
$325K +$336K +18,530 New
PWM
125
Perigon Wealth Management
California
$324K -$23.4K -1,289 -7%