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VanEck Preferred Securities ex Financials ETF

229 hedge funds and large institutions have $880M invested in VanEck Preferred Securities ex Financials ETF in 2026 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 93 increasing their positions, 63 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 16

48% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 63

39% more capital invested

Capital invested by funds: $633M → $880M (+$247M)

7% more funds holding

Funds holding: 214229 (+15)

6.22% more ownership

Funds ownership: 29.91%36.13% (+6.2%)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
229
Holders Change
+15
Holders Change %
+7.01%
% of All Funds
2.77%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.06%
New
35
Increased
93
Reduced
63
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
126
Apriem Advisors
California
$375K
SWP
127
Stratos Wealth Partners
Ohio
$374K -$27.6K -1,501 -7%
GIA
128
Gladstone Institutional Advisory
Florida
$370K +$102K +5,557 +37%
CCM
129
Coldstream Capital Management
Washington
$368K +$22.5K +1,225 +6%
AC
130
AlphaCore Capital
California
$362K +$50.8K +2,767 +16%
TIA
131
TCFG Investment Advisors
California
$358K
GRP
132
Global Retirement Partners
California
$335K +$345K +18,778 New
PWM
133
Perigon Wealth Management
California
$334K +$4.28K +233 +1%
Natixis Advisors
134
Natixis Advisors
Massachusetts
$329K +$339K +18,443 New
PA
135
Procyon Advisors
Connecticut
$321K -$12.8K -695 -4%
OC
136
Oppenheimer & Co
New York
$317K +$109K +5,930 +50%
TGAM
137
TBH Global Asset Management
Tennessee
$311K +$320K +17,441 New
Thrivent Financial for Lutherans
138
Thrivent Financial for Lutherans
Minnesota
$303K +$4.1K +223 +1%
AWA
139
Arkadios Wealth Advisors
Georgia
$289K +$297K +16,191 New
KFA
140
Kelleher Financial Advisors
New York
$288K +$7.74K +421 +3%
JBI
141
John Boyer Inc
Florida
$287K +$1.52K +83 +0.5%
Cerity Partners
142
Cerity Partners
New York
$277K -$1.73K -94 -0.6%
SA
143
Sovran Advisors
California
$276K
HA
144
Hofer & Associates
California
$273K +$18K +979 +7%
BCWM
145
Bartlett & Co Wealth Management
Ohio
$272K -$77.9K -4,240 -22%
Focus Partners Wealth
146
Focus Partners Wealth
Massachusetts
$270K -$315K -17,131 -53%
SFA
147
Sequoia Financial Advisors
Ohio
$269K +$1.38K +75 +0.5%
PFA
148
Pathway Financial Advisers
Indiana
$268K -$4.74K -258 -2%
CA
149
CGN Advisors
Kansas
$266K +$514 +28 +0.2%
1IA
150
1834 Investment Advisors
Wisconsin
$266K

PFXF Hedge Fund Activity: Q2 2026 in Review

229 of the 8,264 institutional investors tracked by Wall St. Rank reported a position in VanEck Preferred Securities ex Financials ETF (PFXF) for Q2 2026, worth a combined $880M — up 39% from $633M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new PFXF positions and 16 closed out — a net gain of 19 holders — while 93 added to existing stakes and 63 trimmed.

The largest buyer was Treasurer of the State of North Carolina, opening a new position worth an estimated $172M. The largest seller was Tradewinds Capital Management, cutting an estimated $11.6M.

  • 229 institutional investors held VanEck Preferred Securities ex Financials ETF (PFXF) as of Q2 2026, up from 214 in Q1 2026.
  • Funds reported $880M of VanEck Preferred Securities ex Financials ETF stock for Q2 2026, up 39% quarter-over-quarter.
  • 35 funds opened new VanEck Preferred Securities ex Financials ETF positions in Q2 2026 and 16 closed out, a net change of +19 holders.
  • The largest VanEck Preferred Securities ex Financials ETF buyer in Q2 2026 was Treasurer of the State of North Carolina, an estimated $172M added.
  • The largest VanEck Preferred Securities ex Financials ETF seller in Q2 2026 was Tradewinds Capital Management, an estimated $11.6M sold.

Based on aggregated 13F filings for Q2 2026.