VanEck Preferred Securities ex Financials ETF
PFXF
136 hedge funds and large institutions have $218M invested in VanEck Preferred Securities ex Financials ETF in 2021 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 51 increasing their positions, 26 reducing their positions, and 8 closing their positions.
250% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 8
96% more repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 26
18% more capital invested
Capital invested by funds: $186M → $218M (+$32.5M)
17% more funds holding
Funds holding: 116 → 136 (+20)
1.96% more ownership
Funds ownership: 17.88% → 19.84% (+2%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.52M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$1.64M |
| 3 |
SA
Stewardship Advisors
Mount Joy,
Pennsylvania
|
+$1.52M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$1.22M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CPIG
Chicago Partners Investment Group
Chicago,
Illinois
|
-$718K |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$573K |
| 3 |
RG
Retirement Group
San Diego,
California
|
-$459K |
| 4 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
-$390K |
| 5 |
SWM
Stockman Wealth Management
Billings,
Montana
|
-$371K |
PFXF Hedge Fund Activity: Q4 2021 in Review
136 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in VanEck Preferred Securities ex Financials ETF (PFXF) for Q4 2021, worth a combined $218M — up 18% from $186M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new PFXF positions and 8 closed out — a net gain of 20 holders — while 51 added to existing stakes and 26 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $2.52M. The largest seller was Chicago Partners Investment Group, cutting an estimated $718K.
- 136 institutional investors held VanEck Preferred Securities ex Financials ETF (PFXF) as of Q4 2021, up from 116 in Q3 2021.
- Funds reported $218M of VanEck Preferred Securities ex Financials ETF stock for Q4 2021, up 18% quarter-over-quarter.
- 28 funds opened new VanEck Preferred Securities ex Financials ETF positions in Q4 2021 and 8 closed out, a net change of +20 holders.
- The largest VanEck Preferred Securities ex Financials ETF buyer in Q4 2021 was Morgan Stanley, an estimated $2.52M added.
- The largest VanEck Preferred Securities ex Financials ETF seller in Q4 2021 was Chicago Partners Investment Group, an estimated $718K sold.
Based on aggregated 13F filings for Q4 2021.