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VanEck Preferred Securities ex Financials ETF

183 hedge funds and large institutions have $470M invested in VanEck Preferred Securities ex Financials ETF in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 67 increasing their positions, 57 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 57

1.98% less ownership

Funds ownership: 28.17%26.19% (-2%)

4% less funds holding

Funds holding: 190183 (-7)

10% less capital invested

Capital invested by funds: $521M → $470M (-$51.4M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

25% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 28

Holders
183
Holders Change
-7
Holders Change %
-3.68%
% of All Funds
2.41%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
21
Increased
67
Reduced
57
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FIA
126
Foundations Investment Advisors
Arizona
$231K +$224K +13,473 New
CP
127
Creekside Partners
California
$230K
GAM
128
Gould Asset Management
California
$228K -$6.64K -400 -3%
KA
129
Kovack Advisors
Florida
$224K
LSWP
130
Liberty Square Wealth Partners
Pennsylvania
$223K
OCM
131
Orleans Capital Management
Louisiana
$218K
Cerity Partners
132
Cerity Partners
New York
$211K -$3.32K -200 -2%
FFWM
133
Future Financial Wealth Management
Ohio
$195K -$429K -25,844 -69%
ORC
134
O'Rourke & Company
Massachusetts
$185K -$27.3K -1,642 -13%
BHBT
135
Burke & Herbert Bank & Trust
Virginia
$184K
MHFA
136
Mission Hills Financial Advisory
California
$182K +$177K +10,655 New
FWSM
137
First Wilshire Securities Management
California
$182K -$9.11K -549 -5%
SCA
138
STALEY CAPITAL ADVISERS
Pennsylvania
$171K
RFA
139
Register Financial Advisors
Georgia
$163K
Citigroup
140
Citigroup
New York
$159K +$17K +1,027 +12%
MCM
141
MAI Capital Management
Ohio
$139K
MIA
142
MeadowBrook Investment Advisors
Michigan
$121K -$996 -60 -0.8%
PP
143
Prudential plc
United Kingdom
$116K
BF
144
BOK Financial
Oklahoma
$108K
GRP
145
Global Retirement Partners
California
$99.2K +$96.2K +5,797 New
AC
146
AlphaCore Capital
California
$94.4K +$1.74K +105 +2%
WP
147
WealthShield Partners
North Carolina
$87.1K -$83 -5 -0.1%
Qube Research & Technologies (QRT)
148
Qube Research & Technologies (QRT)
United Kingdom
$70.4K +$24.7K +1,491 +57%
Carson Wealth (CWM LLC)
149
Carson Wealth (CWM LLC)
Nebraska
$70K +$1.01K +61 +2%
AAP
150
Arax Advisory Partners
Colorado
$63.5K +$28.3K +1,706 +85%

PFXF Hedge Fund Activity: Q2 2025 in Review

183 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in VanEck Preferred Securities ex Financials ETF (PFXF) for Q2 2025, worth a combined $470M — down 9.9% from $521M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of PFXF and 21 opened new positions — a net loss of 7 holders — while 57 trimmed existing stakes and 67 added.

The largest buyer was Park Avenue Securities, opening a new position worth an estimated $5.17M. The largest seller was Comprehensive Wealth Management, exiting entirely with an estimated $35.8M sold.

  • 183 institutional investors held VanEck Preferred Securities ex Financials ETF (PFXF) as of Q2 2025, down from 190 in Q1 2025.
  • Funds reported $470M of VanEck Preferred Securities ex Financials ETF stock for Q2 2025, down 9.9% quarter-over-quarter.
  • 21 funds opened new VanEck Preferred Securities ex Financials ETF positions in Q2 2025 and 28 closed out, a net change of -7 holders.
  • The largest VanEck Preferred Securities ex Financials ETF buyer in Q2 2025 was Park Avenue Securities, an estimated $5.17M added.
  • The largest VanEck Preferred Securities ex Financials ETF seller in Q2 2025 was Comprehensive Wealth Management, an estimated $35.8M sold.

Based on aggregated 13F filings for Q2 2025.