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VanEck Preferred Securities ex Financials ETF

229 hedge funds and large institutions have $880M invested in VanEck Preferred Securities ex Financials ETF in 2026 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 93 increasing their positions, 63 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 16

48% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 63

39% more capital invested

Capital invested by funds: $633M → $880M (+$247M)

7% more funds holding

Funds holding: 214229 (+15)

6.22% more ownership

Funds ownership: 29.91%36.13% (+6.2%)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
229
Holders Change
+15
Holders Change %
+7.01%
% of All Funds
2.77%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.06%
New
35
Increased
93
Reduced
63
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
101
Modern Wealth Management
Kansas
$659K +$679K +36,952 New
WA
102
Wealth Alliance
New York
$657K -$73.9K -4,020 -10%
TYCC
103
Texas Yale Capital Corp
Florida
$655K +$164K +8,934 +32%
SPC
104
Sigma Planning Corp
Michigan
$633K -$1.64M -89,402 -72%
Mariner
105
Mariner
Kansas
$630K -$219K -11,907 -25%
BRIA
106
Balanced Rock Investment Advisors
Massachusetts
$578K +$34.9K +1,897 +6%
SCI
107
Stableford Capital II
Arizona
$575K +$191K +10,417 +48%
Jane Street
108
Jane Street
New York
$555K -$44.6K -2,425 -7%
DG
109
Diesslin Group
Texas
$553K +$205K +11,138 +56%
First Manhattan
110
First Manhattan
New York
$534K -$69.3K -3,774 -11%
AFP
111
Ausdal Financial Partners
Iowa
$529K +$30.4K +1,652 +6%
MFGM
112
Marshall Financial Group (Maryland)
Maryland
$516K -$63.7K -3,466 -11%
AWM
113
Ariadne Wealth Management
California
$513K
PT
114
Plimoth Trust
Massachusetts
$500K +$4.13K +225 +0.8%
BFA
115
Beaumont Financial Advisors
Massachusetts
$491K -$459 -25 -0.1%
AWM
116
Accurate Wealth Management
Florida
$490K +$506K +27,515 New
AIS
117
Altium Investment Strategies
Florida
$488K +$504K +27,412 New
SF
118
Summit Financial
New Jersey
$484K +$1.23K +67 +0.2%
BTC
119
Bank & Trust Company
Illinois
$451K
IA
120
IFP Advisors
Florida
$449K +$46.7K +2,543 +11%
SW
121
Simplicity Wealth
New Jersey
$444K +$458K +24,912 New
ASN
122
Advisory Services Network
Georgia
$408K +$233K +12,690 +125%
AIS
123
Accredited Investor Services
Minnesota
$405K
TIP
124
Tandem Investment Partners
New Jersey
$399K +$2.3K +125 +0.6%
WSFG
125
Wall Street Financial Group
Illinois
$385K +$50.4K +2,745 +15%

PFXF Hedge Fund Activity: Q2 2026 in Review

229 of the 8,264 institutional investors tracked by Wall St. Rank reported a position in VanEck Preferred Securities ex Financials ETF (PFXF) for Q2 2026, worth a combined $880M — up 39% from $633M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new PFXF positions and 16 closed out — a net gain of 19 holders — while 93 added to existing stakes and 63 trimmed.

The largest buyer was Treasurer of the State of North Carolina, opening a new position worth an estimated $172M. The largest seller was Tradewinds Capital Management, cutting an estimated $11.6M.

  • 229 institutional investors held VanEck Preferred Securities ex Financials ETF (PFXF) as of Q2 2026, up from 214 in Q1 2026.
  • Funds reported $880M of VanEck Preferred Securities ex Financials ETF stock for Q2 2026, up 39% quarter-over-quarter.
  • 35 funds opened new VanEck Preferred Securities ex Financials ETF positions in Q2 2026 and 16 closed out, a net change of +19 holders.
  • The largest VanEck Preferred Securities ex Financials ETF buyer in Q2 2026 was Treasurer of the State of North Carolina, an estimated $172M added.
  • The largest VanEck Preferred Securities ex Financials ETF seller in Q2 2026 was Tradewinds Capital Management, an estimated $11.6M sold.

Based on aggregated 13F filings for Q2 2026.