PFXF icon

VanEck Preferred Securities ex Financials ETF
PFXF

Overview Fund Activity

179 hedge funds and large institutions have $517M invested in VanEck Preferred Securities ex Financials ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 67 increasing their positions, 52 reducing their positions, and 18 closing their positions.

Holders
179
Holders Change
+5
Holders Change %
+2.87%
% of All Funds
2.6%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
26
Increased
67
Reduced
52
Closed
18
Calls
$336K
Puts
$114K
Net Calls
+$222K
Net Calls Change
-$268K

Top Buyers

1
CWM
1
Comprehensive Wealth Management
Washington
$29.4M
2
OPAM
2
Ocean Park Asset Management
California
$4.94M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$13.8M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$8.39M
5
CCP
5
Carmel Capital Partners
California
$6.17M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$49.5M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$3.35M
3
Bank of America
3
Bank of America
North Carolina
$62.7M
4
MWM
4
MY Wealth Management
Maryland
$2.94M
5
CCA
5
Cadent Capital Advisors
Oklahoma
$1.46M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$62.7M 3,623,320 -93,421 -3%
Morgan Stanley
2
Morgan Stanley
New York
$49.5M 2,860,440 -274,624 -9%
LPL Financial
3
LPL Financial
California
$35M 2,024,278 +77,212 +4%
CWM
4
Comprehensive Wealth Management
Washington
$29.4M 1,697,495 +1,697,495 New
SOWBOCOPL
5
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
$26.4M 1,525,220 – –
Ameriprise
6
Ameriprise
Minnesota
$25.4M 1,470,636 +50,705 +4%
RCI
7
RS Crum Inc
California
$22.6M 1,304,849 +9,733 +0.8%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$21.7M 1,254,471 +65,109 +5%
TWM
9
Tanager Wealth Management
United Kingdom
$20.3M 1,171,301 +74,644 +7%
Wells Fargo
10
Wells Fargo
California
$17.7M 1,020,794 +56,497 +6%
MML Investors Services
11
MML Investors Services
Massachusetts
$13.8M 795,457 +213,726 +37%
RJA
12
Raymond James & Associates
Florida
$12.2M 705,317 +39,828 +6%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$8.39M 485,202 +160,926 +50%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$7.44M 430,295 +13,881 +3%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$7.14M 412,846 +1,767 +0.4%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$7M 404,782 +93,192 +30%
LFAS
17
Level Four Advisory Services
Texas
$6.93M 400,432 +57,961 +17%
PAS
18
Park Avenue Securities
New York
$6.68M 385,949 +10,728 +3%
CCP
19
Carmel Capital Partners
California
$6.17M 356,365 +136,112 +62%
KAS
20
Kestra Advisory Services
Texas
$6.1M 352,405 +43,614 +14%
UBS Group
21
UBS Group
Switzerland
$5.44M 314,689 +95,304 +43%
OPAM
22
Ocean Park Asset Management
California
$4.94M 285,600 +285,600 New
SIS
23
Sound Income Strategies
Florida
$4.83M 279,449 +18,906 +7%
SCI
24
Silver Coast Investments
United States
$4.45M 257,423 +65,839 +34%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$3.6M 208,130 -792 -0.4%
1
2 3 4 5