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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
KWM
151
Kingsview Wealth Management
Oregon
$264K +$272K +14,798 New
CF
152
Centaurus Financial
California
$263K +$11.7K +639 +5%
MHFA
153
Mission Hills Financial Advisory
California
$260K +$9.19K +500 +4%
AWM
154
Apollon Wealth Management
South Carolina
$255K -$4.63K -252 -2%
AWA
155
Acorn Wealth Advisors
Michigan
$247K -$5.46K -297 -2%
BWA
156
Beam Wealth Advisors
Louisiana
$239K +$246K +13,409 New
TSS
157
Two Sigma Securities
New York
$236K -$97.5K -5,304 -29%
CSP
158
Cary Street Partners
Virginia
$236K -$2.3K -125 -0.9%
MCM
159
Mainstay Capital Management
Michigan
$226K
Fifth Third Bancorp
160
Fifth Third Bancorp
Ohio
$224K -$55.1K -3,000 -19%
William Blair & Company
161
William Blair & Company
Illinois
$223K -$2.74M -149,167 -92%
WIA
162
World Investment Advisors
California
$222K
AWM
163
Accel Wealth Management
Iowa
$220K -$8.18K -445 -3%
CP
164
Creekside Partners
California
$219K
ORC
165
O'Rourke & Company
Massachusetts
$213K +$1.71K +93 +0.8%
PTC
166
Private Trust Company
Ohio
$204K
PFS
167
Prospera Financial Services
Texas
$200K +$900 +49 +0.4%
DWM
168
Darwin Wealth Management
Florida
$193K +$95.7K +5,208 +92%
AWM
169
Axxcess Wealth Management
California
$193K +$199K +10,842 New
CWP
170
Core Wealth Partners
California
$191K
RFA
171
Register Financial Advisors
Georgia
$188K
CA
172
Carson Advisory
Georgia
$187K +$5.51K +300 +3%
ECM
173
Evergreen Capital Management
Washington
$182K
SCA
174
STALEY CAPITAL ADVISERS
Pennsylvania
$178K
IWC
175
Integrated Wealth Concepts
Massachusetts
$122K +$125K +6,829 New

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.