VanEck Preferred Securities ex Financials ETF
PFXF
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.
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: 181 → 191 (+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: 6 → 4 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$6.83M |
| 2 |
LAM
L2 Asset Management
Wayland,
Massachusetts
|
+$4.68M |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
+$2.12M |
| 4 |
QC
Quadrature Capital
London,
United Kingdom
|
+$1.99M |
| 5 |
Jane Street
New York
|
+$1.96M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$7.29M |
| 2 |
OPAM
Ocean Park Asset Management
Santa Monica,
California
|
-$5.22M |
| 3 |
PAS
Park Avenue Securities
New York
|
-$2.81M |
| 4 |
Renaissance Technologies
New York
|
-$1.06M |
| 5 |
Goldman Sachs
New York
|
-$1.03M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MHS
201
M Holdings Securities
Portland,
Oregon
| – | -$223K | -12,203 | Closed |
|
202
US Bancorp
Minneapolis,
Minnesota
| – | -$212K | -11,610 | Closed |
|
|
CA
203
CoreCap Advisors
Southfield,
Michigan
| – | -$100K | -5,501 | Closed |
|
204
National Bank of Canada
Montreal,
Quebec, Canada
| – | -$18.3K | -1,000 | Closed |
|
|
RI
205
Ridgewood Investments
Springfield,
New Jersey
| – | -$14.8K | -811 | Closed |
|
|
HGERS
206
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
| – | -$9K | -500 | Closed |
|
207
BlackRock
New York
| – | -$5.72K | -314 | Closed |
|
|
PS
208
Principal Securities
Des Moines,
Iowa
| – | -$5.48K | -300 | Closed |
|
|
NL
209
NVWM LLC
Yardley,
Pennsylvania
| – | -$2.56K | -140 | 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.