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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
FDCDDQ
176
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.28K
VanEck Associates
177
VanEck Associates
New York
$4K
JP Morgan Chase
178
JP Morgan Chase
New York
$3.49K +$2.27K +137 +204%
CA
179
Clearstead Advisors
Ohio
$2.91K +$50 +3 +2%
BCMLT
180
Beacon Capital Management LLC (Tennessee)
Tennessee
$2K
DAM
181
Delta Asset Management
Tennessee
$1.8K
Franklin Resources
182
Franklin Resources
California
$1.03K +$996 +60 New
CWM
183
Comprehensive Wealth Management
Washington
-$35.8M -2,137,955 Closed
Lido Advisors
184
Lido Advisors
California
-$1.4M -83,694 Closed
GFPC
185
Global Financial Private Client
Florida
-$881K -52,591 Closed
MWA
186
Midland Wealth Advisors
Illinois
-$857K -51,105 Closed
Mirae Asset Global Investments
187
Mirae Asset Global Investments
South Korea
-$792K -46,896 Closed
CAM
188
Cresset Asset Management
Illinois
-$479K -28,580 Closed
PCM
189
Prelude Capital Management
New York
-$451K -26,917 Closed
Jane Street
190
Jane Street
New York
-$321K -19,149 Closed
TYCC
191
Texas Yale Capital Corp
Florida
-$297K -17,694 Closed
ML
192
Mayport LLC
Massachusetts
-$294K -17,548 Closed
Susquehanna International Group
193
Susquehanna International Group
Pennsylvania
-$268K -16,012 Closed
DP
194
Dearborn Partners
Illinois
-$268K -16,000 Closed
Thrivent Financial for Lutherans
195
Thrivent Financial for Lutherans
Minnesota
-$287K -15,726 Closed
WSFG
196
Wall Street Financial Group
Illinois
-$235K -13,999 Closed
PFS
197
Prospera Financial Services
Texas
-$215K -12,848 Closed
RFA
198
Resurgent Financial Advisors
Georgia
-$205K -12,240 Closed
TSW
199
Three Seasons Wealth
Utah
-$202K -12,045 Closed
MCFP
200
Mallini Complete Financial Planning
Florida
-$172K -10,243 Closed

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.