VanEck Preferred Securities ex Financials ETF
PFXF
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.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
35% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 20
4% more funds holding
Funds holding: 136 → 141 (+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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAWAG
Mid-American Wealth Advisory Group
Kansas City,
Missouri
|
+$3.94M |
| 2 |
RRWA
Rainey & Randall Wealth Advisors
Celebration,
Florida
|
+$2.33M |
| 3 |
FFWM
Future Financial Wealth Management
Cincinnati,
Ohio
|
+$1.81M |
| 4 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$1.76M |
| 5 |
SPIA
Steward Partners Investment Advisory
New York
|
+$1.68M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$10.6M |
| 2 |
RH
RFG Holdings
Argyle,
Texas
|
-$7.37M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.14M |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$1.3M |
| 5 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$1.26M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CA
151
CoreCap Advisors
Southfield,
Michigan
| – | -$84K | -3,831 | Closed |
|
|
TWA
152
TCI Wealth Advisors
Tucson,
Arizona
| – | -$54K | -2,453 | Closed |
|
|
FHA
153
First Horizon Advisors
Memphis,
Tennessee
| – | -$32K | -1,468 | Closed |
|
|
CCM
154
Chilton Capital Management
Houston,
Texas
| – | -$26K | -1,200 | Closed |
|
|
ACA
155
Atlas Capital Advisors
Jackson,
Wyoming
| – | -$21.9K | -1,003 | Closed |
|
|
FCA
156
FinTrust Capital Advisors
Greenville,
South Carolina
| – | -$22K | -1,000 | Closed |
|
157
JP Morgan Chase
New York
| – | -$21K | -980 | Closed |
|
158
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$16K | -745 | Closed |
|
|
TCWM
159
Total Clarity Wealth Management
St. Charles,
Illinois
| – | -$7K | -330 | Closed |
|
160
Fidelity Investments
Boston,
Massachusetts
| – | -$20 | -1 | -50% |
|
|
NWM
161
Nauset Wealth Management
Westport,
Connecticut
| – | +$20 | +1 | New |
|
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.