PFXF icon

VanEck Preferred Securities ex Financials ETF
PFXF

Overview Fund Activity

179 hedge funds and large institutions have $517M invested in VanEck Preferred Securities ex Financials ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 67 increasing their positions, 52 reducing their positions, and 18 closing their positions.

Holders
179
Holders Change
+5
Holders Change %
+2.87%
% of All Funds
2.6%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
26
Increased
67
Reduced
52
Closed
18
Calls
$336K
Puts
$114K
Net Calls
+$222K
Net Calls Change
-$268K

Top Buyers

1
CWM
1
Comprehensive Wealth Management
Washington
$29.4M
2
OPAM
2
Ocean Park Asset Management
California
$4.94M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$13.8M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$8.39M
5
CCP
5
Carmel Capital Partners
California
$6.17M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$49.5M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$3.35M
3
Bank of America
3
Bank of America
North Carolina
$62.7M
4
MWM
4
MY Wealth Management
Maryland
$2.94M
5
CCA
5
Cadent Capital Advisors
Oklahoma
$1.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
AP
176
Aspect Partners
Virginia
$1.73K +$433 +25 +33%
CMA
177
Cedar Mountain Advisors
Oregon
$1.14K – – –
AssetMark Inc
178
AssetMark Inc
California
$87 -$8.42K -484 -99%
BNP Paribas Financial Markets
179
BNP Paribas Financial Markets
France
$17 -$68 -4 -80%
TWP
180
Tempus Wealth Planning
California
– -$885K -50,000 Closed
OA
181
Operose Advisors
Wisconsin
– -$808K -45,685 Closed
Renaissance Technologies
182
Renaissance Technologies
New York
– -$632K -35,700 Closed
Susquehanna International Group
183
Susquehanna International Group
Pennsylvania
– -$529K -29,890 Closed
FNBT
184
FineMark National Bank & Trust
Florida
– -$380K -21,467 Closed
WAM
185
Worth Asset Management
Texas
– -$321K -18,123 Closed
Citadel Advisors
186
Citadel Advisors
Florida
– -$316K -17,888 Closed
PPW
187
Pasadena Private Wealth
California
– -$257K -14,519 Closed
WWM
188
Western Wealth Management
Colorado
– -$249K -14,079 Closed
Mercer Global Advisors
189
Mercer Global Advisors
Colorado
– -$228K -12,909 Closed
AAS
190
Avantax Advisory Services
Texas
– -$209K -11,809 Closed
GJIA
191
Glass Jacobson Investment Advisors
Maryland
– -$64.9K -3,670 Closed
CIBC Private Wealth Group
192
CIBC Private Wealth Group
Georgia
– -$20.5K -1,167 Closed
SL
193
Salomon & Ludwin
Virginia
– -$17.7K -1,000 Closed
HR
194
Howe & Rusling
New York
– -$8.4K -475 Closed
WIC
195
Woodmont Investment Counsel
Tennessee
– -$5.94K -336 Closed
TRCT
196
Tower Research Capital (TRC)
New York
– -$1.75K -99 Closed
FFA
197
Founders Financial Alliance
North Carolina
– -$885 -50 Closed
4 5 6 7
8