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VanEck Preferred Securities ex Financials ETF

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: 181191 (+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: 64 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
VHAM
151
Van Hulzen Asset Management
California
$113K +$118K +6,557 New
BF
152
BOK Financial
Oklahoma
$108K
MA
153
Montag & Associates
Georgia
$101K +$3.58K +199 +4%
Carson Wealth (CWM LLC)
154
Carson Wealth (CWM LLC)
Nebraska
$88K
WP
155
WealthShield Partners
North Carolina
$87.7K +$899 +50 +1%
FWP
156
FAS Wealth Partners
Kansas
$62.9K +$2.23K +124 +4%
CIAS
157
Capital Investment Advisory Services
North Carolina
$62.4K -$8.62K -479 -12%
William Blair & Company
158
William Blair & Company
Illinois
$53.1K +$13.4K +743 +32%
Citadel Advisors
159
Citadel Advisors
Florida
$51K +$53.2K +2,957 New
DRP
160
Decker Retirement Planning
Utah
$42.1K +$43.9K +2,443 New
Fidelity Investments
161
Fidelity Investments
Massachusetts
$40.8K +$42.4K +2,359 +78,633%
GGI
162
Godsey & Gibb Inc
Virginia
$40K
AG
163
AmeriFlex Group
Nevada
$39.4K +$40.7K +2,262 New
DWM
164
Darwin Wealth Management
Florida
$37.6K +$10.9K +605 +38%
Bank of Montreal
165
Bank of Montreal
Ontario, Canada
$34.5K -$34.1K -1,897 -49%
GWSG
166
GPS Wealth Strategies Group
Colorado
$32.8K
AWM
167
AE Wealth Management
Kansas
$31.6K +$33K +1,833 New
Simplex Trading
168
Simplex Trading
Illinois
$24K +$18.3K +1,015 +250%
Fifth Third Bancorp
169
Fifth Third Bancorp
Ohio
$18.1K
PA
170
Parallel Advisors
California
$15.6K -$6.83K -380 -30%
WWM
171
Wolff Wiese Magana
California
$12.7K
CAS
172
Coppell Advisory Solutions
Texas
$12K +$899 +50 +8%
AWM
173
Avior Wealth Management
Nebraska
$10.4K +$10.9K +605 New
PIS
174
POM Investment Strategies
North Carolina
$10.1K +$10.5K +586 New
EWA
175
EverSource Wealth Advisors
Alabama
$9.64K

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.