PFXF icon

VanEck Preferred Securities ex Financials ETF

116 hedge funds and large institutions have $185M invested in VanEck Preferred Securities ex Financials ETF in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 56 increasing their positions, 17 reducing their positions, and 7 closing their positions.

Holders
116
Holders Change
+3
Holders Change %
+2.65%
% of All Funds
2.04%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
11
Increased
56
Reduced
17
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$18M 848,083 +137,548 +19%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$16.2M 763,197 -6,870 -0.9%
1IA
3
1834 Investment Advisors
Wisconsin
$15.1M 712,823 +101,739 +17%
Morgan Stanley
4
Morgan Stanley
New York
$10.7M 504,767 +83,493 +20%
Wells Fargo
5
Wells Fargo
California
$9.37M 441,744 +30,721 +7%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$6.89M 324,647 +111,982 +53%
RH
7
RFG Holdings
Texas
$6.46M 304,552 +304,552 New
UBS Group
8
UBS Group
Switzerland
$5.71M 269,088 +42,209 +19%
TYCC
9
Texas Yale Capital Corp
Florida
$4.93M 232,139 +3,530 +2%
Bank of America
10
Bank of America
North Carolina
$4.81M 226,833 -10,996 -5%
Sumitomo Mitsui Trust Group
11
Sumitomo Mitsui Trust Group
Japan
$4.77M 224,810 -156,477 -41%
Osaic Holdings
12
Osaic Holdings
Arizona
$4.44M 209,256 +20,002 +11%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$3.93M 185,056 +86,066 +87%
BFS
14
Bard Financial Services
Connecticut
$3.24M 152,560
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$3.12M 147,110 +3,397 +2%
NAM
16
NTV Asset Management
West Virginia
$2.88M 135,700 +135,700 New
Lido Advisors
17
Lido Advisors
California
$2.7M 127,288 +11,635 +10%
KAS
18
Kestra Advisory Services
Texas
$2.62M 123,539 +9,434 +8%
PT
19
Plimoth Trust
Massachusetts
$2.57M 121,226 -2,409 -2%
Mirae Asset Global Investments
20
Mirae Asset Global Investments
South Korea
$2.55M 119,960
JPLA
21
Joseph P. Lucia & Associates
New York
$2.54M 119,852 +490 +0.4%
SIS
22
Sound Income Strategies
Florida
$2.4M 113,298 +74,134 +189%
PA
23
Procyon Advisors
Connecticut
$2.39M 112,478 +14,547 +15%
RRWA
24
Rainey & Randall Wealth Advisors
Florida
$2.38M 112,125 +4,915 +5%
Ameriprise
25
Ameriprise
Minnesota
$2.33M 109,766 +13,657 +14%