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VanEck Preferred Securities ex Financials ETF
PFXF

191 hedge funds and large institutions have $562M invested in VanEck Preferred Securities ex Financials ETF in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 77 increasing their positions, 47 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

463% more call options, than puts

Call options by funds: $231K | Put options by funds: $41K

78% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 18

64% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 47

6% more funds holding

Funds holding: 181 → 191 (+10)

2% less capital invested

Capital invested by funds: $576M → $562M (-$13.8M)

3.46% less ownership

Funds ownership: 33.13% → 29.67% (-3.5%)

33% less funds holding in top 10

Funds holding in top 10: 6 → 4 (-2)

Holders
191
Holders Change
+10
Holders Change %
+5.52%
% of All Funds
2.52%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
32
Increased
77
Reduced
47
Closed
18
Calls
$231K
Puts
$41K
Net Calls
+$190K
Net Calls Change
+$104K

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$6.83M
2
LAM
L2 Asset Management
Massachusetts
+$4.68M
3
MML Investors Services
MML Investors Services
Massachusetts
+$2.12M
4
QC
Quadrature Capital
United Kingdom
+$1.99M
5
Jane Street
Jane Street
New York
+$1.96M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$7.29M
2
OPAM
Ocean Park Asset Management
California
-$5.22M
3
PAS
Park Avenue Securities
New York
-$2.81M
4
Renaissance Technologies
Renaissance Technologies
New York
-$1.06M
5
Goldman Sachs
Goldman Sachs
New York
-$1.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
WSFG
126
Wall Street Financial Group
Illinois
$237K +$737 +41 +0.3%
RFA
127
Resurgent Financial Advisors
Georgia
$236K -$56.1K -3,117 -19%
GAM
128
Gould Asset Management
California
$233K – – –
CP
129
Creekside Partners
California
$232K – – –
LSWP
130
Liberty Square Wealth Partners
Pennsylvania
$227K +$234K +13,014 New
CastleKeep Investment Advisors
131
CastleKeep Investment Advisors
Connecticut
$223K – – –
OCM
132
Orleans Capital Management
Louisiana
$221K -$8.09K -450 -3%
ORC
133
O'Rourke & Company
Massachusetts
$209K +$5.88K +327 +3%
TSW
134
Three Seasons Wealth
Utah
$208K – – –
HIS
135
Horizon Investment Services
Indiana
$203K -$2.72K -151 -1%
EH
136
Equitable Holdings
New York
$197K +$24.9K +1,382 +14%
MFP
137
Meridian Financial Partners
Virginia
$196K +$205K +11,371 New
AWA
138
Arkadios Wealth Advisors
Georgia
$194K +$3.99K +222 +2%
BHBT
139
Burke & Herbert Bank & Trust
Virginia
$185K – – –
Cerity Partners
140
Cerity Partners
New York
$181K +$189K +10,500 New
MCFP
141
Mallini Complete Financial Planning
Florida
$179K +$186K +10,360 New
AAS
142
Avantax Advisory Services
Texas
$175K +$182K +10,138 New
RFA
143
Register Financial Advisors
Georgia
$175K +$162 +9 +0.1%
SCA
144
STALEY CAPITAL ADVISERS
Pennsylvania
$173K – – –
IA
145
IFP Advisors
Florida
$169K +$39.7K +2,210 +29%
PTC
146
Private Trust Company
Ohio
$147K – – –
MCM
147
MAI Capital Management
Ohio
$140K +$145K +8,090 New
Citigroup
148
Citigroup
New York
$139K -$25.4K -1,410 -15%
MIA
149
MeadowBrook Investment Advisors
Michigan
$129K – – –
PP
150
Prudential plc
United Kingdom
$117K – – –
4 5
6
7 8

PFXF Hedge Fund Activity: Q4 2024 in Review

191 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in VanEck Preferred Securities ex Financials ETF (PFXF) for Q4 2024, worth a combined $562M — down 2.4% from $576M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new PFXF positions and 18 closed out — a net gain of 14 holders — while 77 added to existing stakes and 47 trimmed.

The largest buyer was Wells Fargo, adding an estimated $6.83M. The largest seller was Morgan Stanley, cutting an estimated $7.29M.

  • 191 institutional investors held VanEck Preferred Securities ex Financials ETF (PFXF) as of Q4 2024, up from 181 in Q3 2024.
  • Funds reported $562M of VanEck Preferred Securities ex Financials ETF stock for Q4 2024, down 2.4% quarter-over-quarter.
  • 32 funds opened new VanEck Preferred Securities ex Financials ETF positions in Q4 2024 and 18 closed out, a net change of +14 holders.
  • The largest VanEck Preferred Securities ex Financials ETF buyer in Q4 2024 was Wells Fargo, an estimated $6.83M added.
  • The largest VanEck Preferred Securities ex Financials ETF seller in Q4 2024 was Morgan Stanley, an estimated $7.29M sold.

Based on aggregated 13F filings for Q4 2024.