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VanEck Preferred Securities ex Financials ETF
PFXF

179 hedge funds and large institutions have $518M invested in VanEck Preferred Securities ex Financials ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 68 increasing their positions, 52 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

195% more call options, than puts

Call options by funds: $336K | Put options by funds: $114K

44% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 18

31% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 52

8% more capital invested

Capital invested by funds: $480M → $518M (+$38.4M)

3% more funds holding

Funds holding: 174 → 179 (+5)

0.57% more ownership

Funds ownership: 29.93% → 30.5% (+0.57%)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

Holders
179
Holders Change
+5
Holders Change %
+2.87%
% of All Funds
2.59%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
26
Increased
68
Reduced
52
Closed
18
Calls
$336K
Puts
$114K
Net Calls
+$222K
Net Calls Change
-$268K

Top Buyers

Rank Fund Capital Flow
1
CWM
Comprehensive Wealth Management
Washington
+$29.4M
2
OPAM
Ocean Park Asset Management
California
+$4.95M
3
MML Investors Services
MML Investors Services
Massachusetts
+$3.71M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.79M
5
CCP
Carmel Capital Partners
California
+$2.36M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$4.76M
2
Osaic Holdings
Osaic Holdings
Arizona
-$4.57M
3
Bank of America
Bank of America
North Carolina
-$1.62M
4
MWM
MY Wealth Management
Maryland
-$1.52M
5
CCA
Cadent Capital Advisors
Oklahoma
-$1.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFEC
151
Benjamin F. Edwards & Company
Missouri
$26K -$295 -17 -1%
EWA
152
EverSource Wealth Advisors
Alabama
$22.8K – – –
PA
153
Parallel Advisors
California
$22.2K – – –
Fifth Third Bancorp
154
Fifth Third Bancorp
Ohio
$18.2K – – –
CA
155
CoreCap Advisors
Michigan
$16.1K -$5.13K -296 -24%
FFA
156
Farther Finance Advisors
California
$14.6K -$3.54K -204 -19%
RI
157
Ridgewood Investments
New Jersey
$14K +$14.1K +811 New
WWM
158
Wolff Wiese Magana
California
$12.7K – – –
IAIM
159
International Assets Investment Management
Florida
$12.1K +$12.1K +700 New
WBC
160
West Branch Capital
Massachusetts
$9.22K – – –
BCMLT
161
Beacon Capital Management LLC (Tennessee)
Tennessee
$8.39K – – –
Simplex Trading
162
Simplex Trading
Illinois
$8K -$17.6K -1,013 -66%
HGERS
163
Householder Group Estate & Retirement Specialist
Arizona
$8K – – –
MIA
164
MeadowBrook Investment Advisors
Michigan
$7.4K -$124K -7,172 -99%
GI
165
GAMMA Investing
California
$6.45K +$6.47K +373 New
RFS
166
Richardson Financial Services
Massachusetts
$5.62K -$520 -30 -8%
PS
167
Principal Securities
Iowa
$5.19K -$2.72K -157 -34%
HI
168
Harbour Investments
Wisconsin
$5.19K – – –
CC
169
Cypress Capital
Tennessee
$4.93K +$4.94K +285 New
FDCDDQ
170
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.32K – – –
CFD
171
Creative Financial Designs
Indiana
$3.29K – – –
CA
172
Clearstead Advisors
Ohio
$2.72K +$2.72K +157 New
GI
173
Gradient Investments
Minnesota
$2.16K +$69 +4 +3%
DAM
174
Delta Asset Management
Tennessee
$1.82K – – –
TAM
175
Tucker Asset Management
Colorado
$1.73K – – –
4 5 6
7
8

PFXF Hedge Fund Activity: Q2 2024 in Review

179 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in VanEck Preferred Securities ex Financials ETF (PFXF) for Q2 2024, worth a combined $518M — up 8% from $480M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new PFXF positions and 18 closed out — a net gain of 8 holders — while 68 added to existing stakes and 52 trimmed.

The largest buyer was Comprehensive Wealth Management, opening a new position worth an estimated $29.4M. The largest seller was Morgan Stanley, cutting an estimated $4.76M.

  • 179 institutional investors held VanEck Preferred Securities ex Financials ETF (PFXF) as of Q2 2024, up from 174 in Q1 2024.
  • Funds reported $518M of VanEck Preferred Securities ex Financials ETF stock for Q2 2024, up 8% quarter-over-quarter.
  • 26 funds opened new VanEck Preferred Securities ex Financials ETF positions in Q2 2024 and 18 closed out, a net change of +8 holders.
  • The largest VanEck Preferred Securities ex Financials ETF buyer in Q2 2024 was Comprehensive Wealth Management, an estimated $29.4M added.
  • The largest VanEck Preferred Securities ex Financials ETF seller in Q2 2024 was Morgan Stanley, an estimated $4.76M sold.

Based on aggregated 13F filings for Q2 2024.