VanEck Preferred Securities ex Financials ETF
PFXF
66 hedge funds and large institutions have $67.9M invested in VanEck Preferred Securities ex Financials ETF in 2017 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 25 increasing their positions, 13 reducing their positions, and 13 closing their positions.
92% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 13
31% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 13
13% more capital invested
Capital invested by funds: $60M → $67.9M (+$7.91M)
6% more funds holding
Funds holding: 62 → 66 (+4)
0.89% more ownership
Funds ownership: 12.29% → 13.18% (+0.89%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NR
Newfound Research
Wellesley Hills,
Massachusetts
|
+$2.94M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.24M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.06M |
| 4 |
Morgan Stanley
New York
|
+$1.05M |
| 5 |
TYCC
Texas Yale Capital Corp
St. Petersburg,
Florida
|
+$1.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Aviance Capital Management
Sarasota,
Florida
|
-$1.36M |
| 2 |
SI
SII Investments
Appleton,
Wisconsin
|
-$1.18M |
| 3 |
BHTS
Bar Harbor Trust Services
Ellsworth,
Maine
|
-$897K |
| 4 |
BCM
Bluefin Capital Management
New York
|
-$840K |
| 5 |
ICOA
Investment Centers of America
Bismarck,
North Dakota
|
-$815K |
PFXF Hedge Fund Activity: Q4 2017 in Review
66 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in VanEck Preferred Securities ex Financials ETF (PFXF) for Q4 2017, worth a combined $67.9M — up 13% from $60M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new PFXF positions and 13 closed out — a net gain of 4 holders — while 25 added to existing stakes and 13 trimmed.
The largest buyer was Newfound Research, adding an estimated $2.94M. The largest seller was Aviance Capital Management, cutting an estimated $1.36M.
- 66 institutional investors held VanEck Preferred Securities ex Financials ETF (PFXF) as of Q4 2017, up from 62 in Q3 2017.
- Funds reported $67.9M of VanEck Preferred Securities ex Financials ETF stock for Q4 2017, up 13% quarter-over-quarter.
- 17 funds opened new VanEck Preferred Securities ex Financials ETF positions in Q4 2017 and 13 closed out, a net change of +4 holders.
- The largest VanEck Preferred Securities ex Financials ETF buyer in Q4 2017 was Newfound Research, an estimated $2.94M added.
- The largest VanEck Preferred Securities ex Financials ETF seller in Q4 2017 was Aviance Capital Management, an estimated $1.36M sold.
Based on aggregated 13F filings for Q4 2017.