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VanEck Preferred Securities ex Financials ETF
PFXF

Overview Fund Activity

103 hedge funds and large institutions have $128M invested in VanEck Preferred Securities ex Financials ETF in 2020 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 45 increasing their positions, 15 reducing their positions, and 10 closing their positions.

Holders
103
Holders Change
+11
Holders Change %
+11.96%
% of All Funds
1.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
45
Reduced
15
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BFS
1
Bard Financial Services
Connecticut
$3.15M
2
SFBLI
2
Southern Farm Bureau Life Insurance
Mississippi
$2.49M
3
LPL Financial
3
LPL Financial
California
$12.8M
4
GG
4
Golden Green
South Carolina
$1.11M
5
Bank of America
5
Bank of America
North Carolina
$5.74M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$6.71M
2
PP
2
Prudential plc
United Kingdom
$1.65M
3
GHAM
3
Gilman Hill Asset Management
Connecticut
$0
4
Lido Advisors
4
Lido Advisors
California
$2.15M
5
UCFA
5
United Capital Financial Advisors
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$12.8M 623,540 +97,687 +19%
Sumitomo Mitsui Trust Group
2
Sumitomo Mitsui Trust Group
Japan
$9.03M 439,020 -14,456 -3%
Morgan Stanley
3
Morgan Stanley
New York
$7.2M 349,889 +2,914 +0.8%
Wells Fargo
4
Wells Fargo
California
$6.71M 326,245 -133,465 -29%
1IA
5
1834 Investment Advisors
Wisconsin
$6.58M 319,839 +31,067 +11%
CAM
6
Congress Asset Management
Massachusetts
$6.34M 308,017 +11,465 +4%
Bank of America
7
Bank of America
North Carolina
$5.74M 279,243 +43,293 +18%
PT
8
Plimoth Trust
Massachusetts
$5.16M 250,819 +6,117 +2%
TYCC
9
Texas Yale Capital Corp
Florida
$4.93M 239,427 +18 +0%
UBS Group
10
UBS Group
Switzerland
$3.67M 178,533 +9,110 +5%
Osaic Holdings
11
Osaic Holdings
Arizona
$3.49M 169,591 +198 +0.1%
BFS
12
Bard Financial Services
Connecticut
$3.15M 153,160 +153,160 New
RJFSA
13
Raymond James Financial Services Advisors
Florida
$2.86M 138,818 +35,497 +34%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$2.63M 127,766 +20,197 +19%
SFBLI
15
Southern Farm Bureau Life Insurance
Mississippi
$2.49M 121,052 +121,052 New
JPLA
16
Joseph P. Lucia & Associates
New York
$2.26M 109,963 +6,459 +6%
KAS
17
Kestra Advisory Services
Texas
$2.23M 108,774 +14,503 +15%
Lido Advisors
18
Lido Advisors
California
$2.15M 103,739 -23,240 -18%
RRWA
19
Rainey & Randall Wealth Advisors
Florida
$2.14M 103,808 +22,464 +28%
SWM
20
Stockman Wealth Management
Montana
$2.12M 103,168 +14,174 +16%
Ameriprise
21
Ameriprise
Minnesota
$2.08M 101,008 +1,858 +2%
PP
22
Prudential plc
United Kingdom
$1.65M 80,000 -40,000 -33%
Truist Financial
23
Truist Financial
North Carolina
$1.48M 71,931 +8,696 +14%
XF
24
XML Financial
Maryland
$1.34M 65,095 +5,762 +10%
CCG
25
Cypress Capital Group
Florida
$1.33M 64,861 -3,600 -5%
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