PFXF icon

VanEck Preferred Securities ex Financials ETF
PFXF

Overview Fund Activity

73 hedge funds and large institutions have $87.5M invested in VanEck Preferred Securities ex Financials ETF in 2018 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 22 increasing their positions, 17 reducing their positions, and 7 closing their positions.

Holders
73
Holders Change
+9
Holders Change %
+14.06%
% of All Funds
1.67%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
16
Increased
22
Reduced
17
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$3.5M
2
Wells Fargo
2
Wells Fargo
California
$4.25M
3
LWS
3
Lucia Wealth Services
California
$1.9M
4
RRWA
4
Rainey & Randall Wealth Advisors
Florida
$1.61M
5
CWM
5
Cornerstone Wealth Management
Missouri
$6.52M

Top Sellers

1
NR
1
Newfound Research
Massachusetts
$4.64M
2
ACM
2
Aviance Capital Management
Florida
$3.55M
3
GI
3
Gradient Investments
Minnesota
$8.58M
4
BCM
4
Bluefin Capital Management
New York
$796K
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1M
Name Market Value Shares Shares
Change 		Shares
Change %
GI
1
Gradient Investments
Minnesota
$8.58M 441,700 -25,929 -6%
TYCC
2
Texas Yale Capital Corp
Florida
$7.29M 375,268 +26,143 +7%
CWM
3
Cornerstone Wealth Management
Missouri
$6.52M 129,216 +23,604 +22%
PT
4
Plimoth Trust
Massachusetts
$5.19M 267,409 +19,993 +8%
LPL Financial
5
LPL Financial
California
$4.87M 250,764 +41,614 +20%
NR
6
Newfound Research
Massachusetts
$4.64M 238,962 -174,880 -42%
Morgan Stanley
7
Morgan Stanley
New York
$4.46M 229,532 +24,710 +12%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$4.34M 223,677 -7,667 -3%
Wells Fargo
9
Wells Fargo
California
$4.25M 218,587 +102,985 +89%
ACM
10
Aviance Capital Management
Florida
$3.55M 182,928 -35,368 -16%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$3.5M 179,971 +179,971 New
LWS
12
Lucia Wealth Services
California
$1.9M 97,794 +97,794 New
Bank of America
13
Bank of America
North Carolina
$1.88M 96,993 -6,093 -6%
AG
14
Advisor Group
Arizona
$1.68M 86,500 +6,976 +9%
RRWA
15
Rainey & Randall Wealth Advisors
Florida
$1.61M 82,677 +82,677 New
UBS Group
16
UBS Group
Switzerland
$1.57M 80,750 +3,431 +4%
AF
17
Advisornet Financial
Minnesota
$1.35M 69,721 -145 -0.2%
Citadel Advisors
18
Citadel Advisors
Florida
$1.29M 66,303 +17,982 +37%
Jane Street
19
Jane Street
New York
$1.2M 61,588 +28,284 +85%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$1.06M 54,500 +5,793 +12%
CCG
21
Cypress Capital Group
Florida
$1.01M 51,820 +6,200 +14%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$1M 51,663 -13,248 -20%
HW
23
Hancock Whitney
Mississippi
$909K 46,790 -10,320 -18%
FTUS
24
Flow Traders U.S.
New York
$872K 44,898 +44,898 New
Ameriprise
25
Ameriprise
Minnesota
$848K 43,695 +16,849 +63%
1
2 3 4