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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
MIA
176
MeadowBrook Investment Advisors
Michigan
$116K -$4.13K -225 -3%
BF
177
BOK Financial
Oklahoma
$113K
FFA
178
Founders Financial Alliance
North Carolina
$111K +$114K +6,220 New
HA
179
Hyposwiss Advisors
$102K -$864K -47,010 -89%
IAS
180
IMA Advisory Services
Colorado
$96.4K +$99.3K +5,404 New
NA
181
Networth Advisors
Pennsylvania
$91.9K +$94.6K +5,150 New
CIAS
182
Capital Investment Advisory Services
North Carolina
$82.2K
Bank of Montreal
183
Bank of Montreal
Ontario, Canada
$79.9K +$82.9K +4,513 New
CAL
184
Capital Advisors Ltd
Ohio
$78K
RPC
185
Rossmore Private Capital
Connecticut
$71.4K
NS
186
NBC Securities
Alabama
$64.2K
HKAM
187
Horizon Kinetics Asset Management
New York
$61.6K
AF
188
Allworth Financial
California
$46.7K -$2.57K -140 -5%
RRMM
189
Regatta Research & Money Management
Louisiana
$46.7K +$48.1K +2,618 New
GGI
190
Godsey & Gibb Inc
Virginia
$41.3K
AW
191
Ankerstar Wealth
Texas
$39.9K
Fidelity Investments
192
Fidelity Investments
Massachusetts
$29.6K -$230K -12,517 -88%
TCM
193
Tradewinds Capital Management
Washington
$21.4K -$11.6M -630,341 -100%
CFB
194
Cullen/Frost Bankers
Texas
$17.8K
IAIM
195
International Assets Investment Management
Florida
$17.8K -$20.8K -1,130 -53%
CFM
196
Compass Financial Management
Florida
$17K +$17.5K +951 New
CA
197
CoreCap Advisors
Michigan
$15.1K +$15.5K +845 New
PA
198
Parallel Advisors
California
$14.7K
WWM
199
Wolff Wiese Magana
California
$13.1K
WBC
200
West Branch Capital
Massachusetts
$12.3K +$165 +9 +1%

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.