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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
CWM
176
Crowley Wealth Management
Delaware
$9.49K +$9.89K +550 New
WBC
177
West Branch Capital
Massachusetts
$9.2K
BWL
178
Bogart Wealth LLC
Virginia
$9.13K
RFS
179
Richardson Financial Services
Massachusetts
$5.61K -$5.84K -325 -50%
VFM
180
Vision Financial Markets
Connecticut
$5.44K +$5.68K +316 New
FDCDDQ
181
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.31K
VanEck Associates
182
VanEck Associates
New York
$4K +$72 +4 +2%
AP
183
Aspect Partners
Virginia
$3.45K +$1.8K +100 +100%
CFD
184
Creative Financial Designs
Indiana
$3.28K
CA
185
Clearstead Advisors
Ohio
$2.85K +$90 +5 +3%
BCMLT
186
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.02K
DAM
187
Delta Asset Management
Tennessee
$1.81K
TAM
188
Tucker Asset Management
Colorado
$1.73K
VDBMI
189
Van Den Berg Management I
Texas
$862 +$899 +50 New
NS
190
NBC Securities
Alabama
$50 -$52.7K -2,933 -100%
TRCT
191
Tower Research Capital (TRC)
New York
$17 +$18 +1 New
IAIM
192
International Assets Investment Management
Florida
-$159K -3,852,678 Closed
OPAM
193
Ocean Park Asset Management
California
-$5.22M -285,600 Closed
Renaissance Technologies
194
Renaissance Technologies
New York
-$1.06M -58,213 Closed
Goldman Sachs
195
Goldman Sachs
New York
-$1.03M -56,156 Closed
FAIM
196
Financial Advocates Investment Management
Washington
-$859K -21,567 Closed
GAM
197
Grandview Asset Management
Pennsylvania
-$233K -12,771 Closed
DW30
198
Drucker Wealth 3.0
New Jersey
-$232K -12,693 Closed
TC
199
TownSquare Capital
Utah
-$232K -12,693 Closed
CSPIA
200
Cary Street Partners Investment Advisory
Virginia
-$226K -12,397 Closed

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.