PFXF icon

VanEck Preferred Securities ex Financials ETF

116 hedge funds and large institutions have $146M invested in VanEck Preferred Securities ex Financials ETF in 2021 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 42 increasing their positions, 27 reducing their positions, and 11 closing their positions.

Holders
116
Holders Change
+13
Holders Change %
+12.62%
% of All Funds
2.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
42
Reduced
27
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
RJFSA
1
Raymond James Financial Services Advisors
Florida
$16.7M 802,475 +663,657 +478%
LPL Financial
2
LPL Financial
California
$14.3M 687,827 +64,287 +10%
1IA
3
1834 Investment Advisors
Wisconsin
$11M 530,885 +211,046 +66%
Wells Fargo
4
Wells Fargo
California
$7.38M 354,489 +28,244 +9%
Morgan Stanley
5
Morgan Stanley
New York
$7.25M 348,428 -1,461 -0.4%
Sumitomo Mitsui Trust Group
6
Sumitomo Mitsui Trust Group
Japan
$6.58M 316,056 -122,964 -28%
Bank of America
7
Bank of America
North Carolina
$5.01M 240,614 -38,629 -14%
TYCC
8
Texas Yale Capital Corp
Florida
$4.8M 230,594 -8,833 -4%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$4.5M 216,395 +88,629 +69%
UBS Group
10
UBS Group
Switzerland
$4.36M 209,357 +30,824 +17%
Osaic Holdings
11
Osaic Holdings
Arizona
$3.85M 184,905 +15,314 +9%
PT
12
Plimoth Trust
Massachusetts
$3.48M 166,965 -83,854 -33%
BFS
13
Bard Financial Services
Connecticut
$3.18M 152,560 -600 -0.4%
SFBLI
14
Southern Farm Bureau Life Insurance
Mississippi
$2.52M 121,052
JPLA
15
Joseph P. Lucia & Associates
New York
$2.36M 113,239 +3,276 +3%
SWM
16
Stockman Wealth Management
Montana
$2.33M 111,909 +8,741 +8%
KAS
17
Kestra Advisory Services
Texas
$2.25M 108,312 -462 -0.4%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$2.22M 106,520 +41,715 +64%
Lido Advisors
19
Lido Advisors
California
$2.2M 105,635 +1,896 +2%
RRWA
20
Rainey & Randall Wealth Advisors
Florida
$2.19M 105,064 +1,256 +1%
Ameriprise
21
Ameriprise
Minnesota
$2.04M 97,587 -3,421 -3%
SSWM
22
Sheets Smith Wealth Management
North Carolina
$1.88M 90,174 +90,174 New
Mirae Asset Global Investments
23
Mirae Asset Global Investments
South Korea
$1.7M 81,665 +37,608 +85%
Truist Financial
24
Truist Financial
North Carolina
$1.43M 68,500 -3,431 -5%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$1.42M 68,247 +4,678 +7%