VanEck Preferred Securities ex Financials ETF
PFXF
113 hedge funds and large institutions have $160M invested in VanEck Preferred Securities ex Financials ETF in 2021 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 44 increasing their positions, 23 reducing their positions, and 19 closing their positions.
91% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 23
9% more capital invested
Capital invested by funds: $147M → $160M (+$13.7M)
0.05% more ownership
Funds ownership: 16.3% → 16.35% (+0.05%)
3% less funds holding
Funds holding: 116 → 113 (-3)
16% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PA
Procyon Advisors
Shelton,
Connecticut
|
+$2.06M |
| 2 |
1IA
1834 Investment Advisors
Milwaukee,
Wisconsin
|
+$1.69M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$1.62M |
| 4 |
Morgan Stanley
New York
|
+$1.54M |
| 5 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
+$1.38M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFBLI
Southern Farm Bureau Life Insurance
Jackson,
Mississippi
|
-$2.52M |
| 2 |
XF
XML Financial
Bethesda,
Maryland
|
-$1.41M |
| 3 |
PT
Plimoth Trust
Plymouth,
Massachusetts
|
-$913K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$683K |
| 5 |
CAM
Congress Asset Management
Boston,
Massachusetts
|
-$644K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BW
126
Bison Wealth
Atlanta,
Georgia
| – | -$54K | -2,600 | Closed |
|
|
CWC
127
Carolinas Wealth Consulting
Charlotte,
North Carolina
| – | -$40K | -1,926 | Closed |
|
|
VBCG
128
Valley Brook Capital Group
Venetia,
Pennsylvania
| – | -$12K | -600 | Closed |
|
|
S
129
SignatureFD
Atlanta,
Georgia
| – | -$7K | -335 | Closed |
|
|
EP
130
Eudaimonia Partners
Winchester,
Tennessee
| – | -$3K | -152 | Closed |
|
|
TCWM
131
Total Clarity Wealth Management
St. Charles,
Illinois
| – | -$1K | -30 | Closed |
|
132
Fidelity Investments
Boston,
Massachusetts
| – | +$105 | +5 | New |
|
PFXF Hedge Fund Activity: Q2 2021 in Review
113 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in VanEck Preferred Securities ex Financials ETF (PFXF) for Q2 2021, worth a combined $160M — up 9.3% from $147M a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of PFXF and 16 opened new positions — a net loss of 3 holders — while 23 trimmed existing stakes and 44 added.
The largest buyer was Procyon Advisors, opening a new position worth an estimated $2.06M. The largest seller was Southern Farm Bureau Life Insurance, exiting entirely with an estimated $2.52M sold.
- 113 institutional investors held VanEck Preferred Securities ex Financials ETF (PFXF) as of Q2 2021, down from 116 in Q1 2021.
- Funds reported $160M of VanEck Preferred Securities ex Financials ETF stock for Q2 2021, up 9.3% quarter-over-quarter.
- 16 funds opened new VanEck Preferred Securities ex Financials ETF positions in Q2 2021 and 19 closed out, a net change of -3 holders.
- The largest VanEck Preferred Securities ex Financials ETF buyer in Q2 2021 was Procyon Advisors, an estimated $2.06M added.
- The largest VanEck Preferred Securities ex Financials ETF seller in Q2 2021 was Southern Farm Bureau Life Insurance, an estimated $2.52M sold.
Based on aggregated 13F filings for Q2 2021.