VanEck Preferred Securities ex Financials ETF
PFXF
133 hedge funds and large institutions have $216M invested in VanEck Preferred Securities ex Financials ETF in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 44 increasing their positions, 43 reducing their positions, and 21 closing their positions.
196% more capital inflows, than outflows
Capital inflows: $61.6M | Capital outflows: $20.8M
2% more ownership
Funds ownership: 19.86% → 21.85% (+2%)
2% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 43
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
6% less funds holding
Funds holding: 141 → 133 (-8)
29% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 21
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Comprehensive Wealth Management
Lynnwood,
Washington
|
+$37.2M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$5.71M |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$4.64M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$1.91M |
| 5 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.79M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$3.26M |
| 2 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$2.3M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$1.72M |
| 4 |
Atria Investments
Charlotte,
North Carolina
|
-$1.46M |
| 5 |
Advisors Capital Management
Ridgewood,
New Jersey
|
-$989K |
PFXF Hedge Fund Activity: Q2 2022 in Review
133 of the 5,963 institutional investors tracked by Wall St. Rank reported a position in VanEck Preferred Securities ex Financials ETF (PFXF) for Q2 2022, worth a combined $216M — up 4.5% from $207M a quarter earlier.
Sellers outnumbered buyers: 21 funds closed out of PFXF and 15 opened new positions — a net loss of 6 holders — while 43 trimmed existing stakes and 44 added.
The largest buyer was Comprehensive Wealth Management, opening a new position worth an estimated $37.2M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $3.26M.
- 133 institutional investors held VanEck Preferred Securities ex Financials ETF (PFXF) as of Q2 2022, down from 141 in Q1 2022.
- Funds reported $216M of VanEck Preferred Securities ex Financials ETF stock for Q2 2022, up 4.5% quarter-over-quarter.
- 15 funds opened new VanEck Preferred Securities ex Financials ETF positions in Q2 2022 and 21 closed out, a net change of -6 holders.
- The largest VanEck Preferred Securities ex Financials ETF buyer in Q2 2022 was Comprehensive Wealth Management, an estimated $37.2M added.
- The largest VanEck Preferred Securities ex Financials ETF seller in Q2 2022 was Northwestern Mutual Wealth Management, an estimated $3.26M sold.
Based on aggregated 13F filings for Q2 2022.