VanEck Preferred Securities ex Financials ETF
PFXF
116 hedge funds and large institutions have $186M invested in VanEck Preferred Securities ex Financials ETF in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 57 increasing their positions, 17 reducing their positions, and 7 closing their positions.
235% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 17
57% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 7
16% more capital invested
Capital invested by funds: $160M → $186M (+$25.3M)
3% more funds holding
Funds holding: 113 → 116 (+3)
1.53% more ownership
Funds ownership: 16.35% → 17.88% (+1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RH
RFG Holdings
Argyle,
Texas
|
+$6.53M |
| 2 |
LPL Financial
San Diego,
California
|
+$2.95M |
| 3 |
NAM
NTV Asset Management
Charleston,
West Virginia
|
+$2.91M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.4M |
| 5 |
1IA
1834 Investment Advisors
Milwaukee,
Wisconsin
|
+$2.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
-$3.36M |
| 2 |
TWA
TCI Wealth Advisors
Tucson,
Arizona
|
-$637K |
| 3 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$548K |
| 4 |
Barclays
London,
United Kingdom
|
-$474K |
| 5 |
WA
Wealthstar Advisors
Plano,
Texas
|
-$315K |
PFXF Hedge Fund Activity: Q3 2021 in Review
116 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in VanEck Preferred Securities ex Financials ETF (PFXF) for Q3 2021, worth a combined $186M — up 16% from $160M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new PFXF positions and 7 closed out — a net gain of 4 holders — while 57 added to existing stakes and 17 trimmed.
The largest buyer was RFG Holdings, opening a new position worth an estimated $6.53M. The largest seller was Sumitomo Mitsui Trust Group, cutting an estimated $3.36M.
- 116 institutional investors held VanEck Preferred Securities ex Financials ETF (PFXF) as of Q3 2021, up from 113 in Q2 2021.
- Funds reported $186M of VanEck Preferred Securities ex Financials ETF stock for Q3 2021, up 16% quarter-over-quarter.
- 11 funds opened new VanEck Preferred Securities ex Financials ETF positions in Q3 2021 and 7 closed out, a net change of +4 holders.
- The largest VanEck Preferred Securities ex Financials ETF buyer in Q3 2021 was RFG Holdings, an estimated $6.53M added.
- The largest VanEck Preferred Securities ex Financials ETF seller in Q3 2021 was Sumitomo Mitsui Trust Group, an estimated $3.36M sold.
Based on aggregated 13F filings for Q3 2021.