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VanEck Preferred Securities ex Financials ETF

141 hedge funds and large institutions have $207M invested in VanEck Preferred Securities ex Financials ETF in 2022 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 43 increasing their positions, 43 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

35% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 20

4% more funds holding

Funds holding: 136141 (+5)

0.01% more ownership

Funds ownership: 19.84%19.86% (+0.01%)

0% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 43

5% less capital invested

Capital invested by funds: $218M → $207M (-$11M)

Holders
141
Holders Change
+5
Holders Change %
+3.68%
% of All Funds
2.22%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
27
Increased
43
Reduced
43
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
126
Advisornet Financial
Minnesota
$19K -$706K -34,500 -97%
BFEC
127
Benjamin F. Edwards & Company
Missouri
$19K
AIP
128
Ahrens Investment Partners
Louisiana
$18K
BCMLT
129
Beacon Capital Management LLC (Tennessee)
Tennessee
$14K +$13.1K +640 New
FCMA
130
Foresight Capital Management Advisors
Michigan
$13K +$12.9K +631 New
VanEck Associates
131
VanEck Associates
New York
$10K
WBC
132
West Branch Capital
Massachusetts
$10K
RCM
133
Raleigh Capital Management
North Carolina
$10K +$10.4K +510 New
GI
134
Gradient Investments
Minnesota
$9K
GT
135
Glenmede Trust
Pennsylvania
$8K
FDCDDQ
136
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.14K
CFD
137
Creative Financial Designs
Indiana
$4K
AW
138
Alaethes Wealth
Nevada
$2K
GWSG
139
GPS Wealth Strategies Group
Colorado
$1K
RH
140
RFG Holdings
Texas
-$7.37M -336,783 Closed
MIAN
141
Mariner Independent Advisor Network
Kansas
-$648K -29,700 Closed
LWAC
142
Laurel Wealth Advisors (California)
California
-$640K -29,239 Closed
ASN
143
Advisory Services Network
Georgia
-$407K -18,623 Closed
CPIG
144
Chicago Partners Investment Group
Illinois
-$320K -16,041 Closed
SBIA
145
Sheaff Brock Investment Advisors
Indiana
-$296K -13,500 Closed
IWA
146
IBEX Wealth Advisors
New Jersey
-$246K -11,230 Closed
EWM
147
Executive Wealth Management
Michigan
-$208K -9,535 Closed
SYBT
148
Stock Yards Bank & Trust
Kentucky
-$205K -9,378 Closed
APW
149
Aurora Private Wealth
New Jersey
-$201K -9,206 Closed
OCM
150
Orion Capital Management
California
-$98K -4,500 Closed

PFXF Hedge Fund Activity: Q1 2022 in Review

141 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in VanEck Preferred Securities ex Financials ETF (PFXF) for Q1 2022, worth a combined $207M — down 5.1% from $218M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new PFXF positions and 20 closed out — a net gain of 7 holders — while 43 added to existing stakes and 43 trimmed.

The largest buyer was Mid-American Wealth Advisory Group, adding an estimated $3.94M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $10.6M.

  • 141 institutional investors held VanEck Preferred Securities ex Financials ETF (PFXF) as of Q1 2022, up from 136 in Q4 2021.
  • Funds reported $207M of VanEck Preferred Securities ex Financials ETF stock for Q1 2022, down 5.1% quarter-over-quarter.
  • 27 funds opened new VanEck Preferred Securities ex Financials ETF positions in Q1 2022 and 20 closed out, a net change of +7 holders.
  • The largest VanEck Preferred Securities ex Financials ETF buyer in Q1 2022 was Mid-American Wealth Advisory Group, an estimated $3.94M added.
  • The largest VanEck Preferred Securities ex Financials ETF seller in Q1 2022 was Raymond James Financial Services Advisors, an estimated $10.6M sold.

Based on aggregated 13F filings for Q1 2022.