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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
CIAS
151
Capital Investment Advisory Services
North Carolina
$62K
DWM
152
Darwin Wealth Management
Florida
$61.5K +$23.4K +1,411 +65%
NS
153
NBC Securities
Alabama
$50K
DFA
154
DHJJ Financial Advisors
Illinois
$48.2K +$46.7K +2,815 New
GGI
155
Godsey & Gibb Inc
Virginia
$39.7K
William Blair & Company
156
William Blair & Company
Illinois
$34.2K
GWSG
157
GPS Wealth Strategies Group
Colorado
$32.5K
AF
158
Allworth Financial
California
$29K +$28.1K +1,694 New
Simplex Trading
159
Simplex Trading
Illinois
$27K +$13.1K +787 +97%
CAL
160
Capital Advisors Ltd
Ohio
$26K +$25K +1,505 New
PA
161
Parallel Advisors
California
$15.5K
MAWAG
162
Mid-American Wealth Advisory Group
Missouri
$13.2K +$12.8K +769 New
WWM
163
Wolff Wiese Magana
California
$12.6K
WBC
164
West Branch Capital
Massachusetts
$11K -$3.12K -188 -23%
EWA
165
EverSource Wealth Advisors
Alabama
$9.57K
CWM
166
Crowley Wealth Management
Delaware
$9.42K
BWL
167
Bogart Wealth LLC
Virginia
$9.06K
AAS
168
Ameritas Advisory Services
Nebraska
$8.65K +$8.38K +505 New
Fidelity Investments
169
Fidelity Investments
Massachusetts
$8.55K +$7.88K +475 +1,900%
PNC Financial Services Group
170
PNC Financial Services Group
Pennsylvania
$7.88K +$7.63K +460 New
HR
171
Howe & Rusling
New York
$6.73K +$6.52K +393 New
RFS
172
Richardson Financial Services
Massachusetts
$5.56K
VFM
173
Vision Financial Markets
Connecticut
$5.54K +$100 +6 +2%
AP
174
Aspect Partners
Virginia
$5.14K
AF
175
Advisornet Financial
Minnesota
$4.57K +$4.43K +267 New

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.