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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
HPBT
201
Hickory Point Bank & Trust
Illinois
$12K
PB
202
Pinnacle Bancorp
Nebraska
$10.9K +$5.9K +321 +110%
US Bancorp
203
US Bancorp
Minnesota
$10.5K -$423 -23 -4%
EWA
204
EverSource Wealth Advisors
Alabama
$9.72K +$4.87K +265 +95%
AAS
205
Ameritas Advisory Services
Nebraska
$9.01K +$9.28K +505 New
AP
206
Aspect Partners
Virginia
$8.92K
SIM
207
Synergy Investment Management
Florida
$8.05K
BWL
208
Bogart Wealth LLC
Virginia
$6.74K -$2.77K -151 -29%
RIA
209
Realta Investment Advisors
Delaware
$6.24K
VFM
210
Vision Financial Markets
Connecticut
$6.13K +$73 +4 +1%
HBW
211
Hazlett, Burt & Watson
West Virginia
$6K
BTI
212
Blue Trust Inc
Georgia
$5.92K +$6.1K +332 New
SWP
213
Strategic Wealth Partners
Ohio
$5.21K +$5.37K +292 New
AF
214
Advisornet Financial
Minnesota
$5.05K +$73 +4 +1%
PGAM
215
Princeton Global Asset Management
New Jersey
$4.98K
BWS
216
Buck Wealth Strategies
Colorado
$3.9K +$4.02K +219 New
AWM
217
AE Wealth Management
Kansas
$3.81K -$276 -15 -7%
IFWM
218
Institute for Wealth Management
Colorado
$3.67K +$3.79K +206 New
MI
219
Markowski Investments
Florida
$3.57K +$3.67K +200 New
CA
220
Clearstead Advisors
Ohio
$3.23K +$37 +2 +1%
Citigroup
221
Citigroup
New York
$3.21K +$73 +4 +2%
KCM
222
Key Capital Management
Tennessee
$3.03K -$6.67K -363 -68%
DAM
223
Delta Asset Management
Tennessee
$1.87K
VanEck Associates
224
VanEck Associates
New York
$1.7K
Franklin Resources
225
Franklin Resources
California
$1.07K

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.