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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Comprehensive Wealth Management
Lynnwood,
Washington
|
+$29.4M |
| 2 |
OPAM
Ocean Park Asset Management
Santa Monica,
California
|
+$4.95M |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
+$3.71M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$2.79M |
| 5 |
CCP
Carmel Capital Partners
San Diego,
California
|
+$2.36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$4.76M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$4.57M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$1.62M |
| 4 |
MWM
MY Wealth Management
Germantown,
Maryland
|
-$1.52M |
| 5 |
CCA
Cadent Capital Advisors
Tulsa,
Oklahoma
|
-$1.02M |
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.