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VanEck Preferred Securities ex Financials ETF
PFXF

181 hedge funds and large institutions have $576M invested in VanEck Preferred Securities ex Financials ETF in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 72 increasing their positions, 55 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more call options, than puts

Call options by funds: $243K | Put options by funds: $157K

31% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 55

27% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 15

11% more capital invested

Capital invested by funds: $518M → $576M (+$57.8M)

2.63% more ownership

Funds ownership: 30.5% → 33.13% (+2.6%)

1% more funds holding

Funds holding: 179 → 181 (+2)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

Holders
181
Holders Change
+2
Holders Change %
+1.12%
% of All Funds
2.6%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
19
Increased
72
Reduced
55
Closed
15
Calls
$243K
Puts
$157K
Net Calls
+$86K
Net Calls Change
-$136K

Top Buyers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
+$67.8M
2
CWM
Comprehensive Wealth Management
Washington
+$9.75M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$5.89M
4
Wells Fargo
Wells Fargo
California
+$5.78M
5
Morgan Stanley
Morgan Stanley
New York
+$5.28M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$8.41M
2
Bank of America
Bank of America
North Carolina
-$3.62M
3
MWM
MY Wealth Management
Maryland
-$2.94M
4
UBS Group
UBS Group
Switzerland
-$1.53M
5
ARG
Advisory Resource Group
Oklahoma
-$1.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
MHS
126
M Holdings Securities
Oregon
$223K -$116K -6,600 -35%
TSW
127
Three Seasons Wealth
Utah
$220K – – –
HIS
128
Horizon Investment Services
Indiana
$217K +$209K +11,892 New
ORC
129
O'Rourke & Company
Massachusetts
$216K -$12.7K -722 -6%
US Bancorp
130
US Bancorp
Minnesota
$212K – – –
AWA
131
Arkadios Wealth Advisors
Georgia
$201K +$194K +11,035 New
BHBT
132
Burke & Herbert Bank & Trust
Virginia
$196K – – –
RFA
133
Register Financial Advisors
Georgia
$185K +$264 +15 +0.1%
EH
134
Equitable Holdings
New York
$183K – – –
SCA
135
STALEY CAPITAL ADVISERS
Pennsylvania
$183K – – –
Citigroup
136
Citigroup
New York
$173K -$3.7K -210 -2%
IAIM
137
International Assets Investment Management
Florida
$159K +$67.8M +3,851,978 +550,283%
PTC
138
Private Trust Company
Ohio
$156K +$19.6K +1,112 +15%
IA
139
IFP Advisors
Florida
$139K +$71.3K +4,048 +114%
MIA
140
MeadowBrook Investment Advisors
Michigan
$136K +$130K +7,397 +11,741%
PP
141
Prudential plc
United Kingdom
$124K – – –
BF
142
BOK Financial
Oklahoma
$115K +$111K +6,313 New
MA
143
Montag & Associates
Georgia
$103K +$99.2K +5,633 New
CA
144
CoreCap Advisors
Michigan
$100K +$80.5K +4,570 +491%
Carson Wealth (CWM LLC)
145
Carson Wealth (CWM LLC)
Nebraska
$93K – – –
WP
146
WealthShield Partners
North Carolina
$91.9K +$458 +26 +0.5%
CIAS
147
Capital Investment Advisory Services
North Carolina
$74.8K -$4.63K -263 -6%
Bank of Montreal
148
Bank of Montreal
Ontario, Canada
$71.6K +$1.58K +90 +2%
FWP
149
FAS Wealth Partners
Kansas
$64.3K +$1.11K +63 +2%
NS
150
NBC Securities
Alabama
$53K – – –
4 5
6
7 8

PFXF Hedge Fund Activity: Q3 2024 in Review

181 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in VanEck Preferred Securities ex Financials ETF (PFXF) for Q3 2024, worth a combined $576M — up 11% from $518M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new PFXF positions and 15 closed out — a net gain of 4 holders — while 72 added to existing stakes and 55 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $67.8M. The largest seller was Ameriprise, cutting an estimated $8.41M.

  • 181 institutional investors held VanEck Preferred Securities ex Financials ETF (PFXF) as of Q3 2024, up from 179 in Q2 2024.
  • Funds reported $576M of VanEck Preferred Securities ex Financials ETF stock for Q3 2024, up 11% quarter-over-quarter.
  • 19 funds opened new VanEck Preferred Securities ex Financials ETF positions in Q3 2024 and 15 closed out, a net change of +4 holders.
  • The largest VanEck Preferred Securities ex Financials ETF buyer in Q3 2024 was International Assets Investment Management, an estimated $67.8M added.
  • The largest VanEck Preferred Securities ex Financials ETF seller in Q3 2024 was Ameriprise, an estimated $8.41M sold.

Based on aggregated 13F filings for Q3 2024.