VanEck Preferred Securities ex Financials ETF
PFXF
181 hedge funds and large institutions have $580M invested in VanEck Preferred Securities ex Financials ETF in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 72 increasing their positions, 55 reducing their positions, and 15 closing their positions.
55% more call options, than puts
Call options by funds: $243K | Put options by funds: $157K
31% more repeat investments, than reductions
Existing positions increased: 72 | Existing positions reduced: 55
27% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 15
12% more capital invested
Capital invested by funds: $518M → $580M (+$61.5M)
1% more funds holding
Funds holding: 179 → 181 (+2)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
0.83% less ownership
Funds ownership: 30.5% → 29.67% (-0.83%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Comprehensive Wealth Management
Lynnwood,
Washington
|
+$9.75M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$5.89M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$5.78M |
| 4 |
Morgan Stanley
New York
|
+$5.28M |
| 5 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$2.79M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$8.41M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$3.62M |
| 3 |
MWM
MY Wealth Management
Germantown,
Maryland
|
-$2.94M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$1.53M |
| 5 |
ARG
Advisory Resource Group
Tulsa,
Oklahoma
|
-$1.37M |
PFXF Hedge Fund Activity: Q3 2024 in Review
181 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in VanEck Preferred Securities ex Financials ETF (PFXF) for Q3 2024, worth a combined $580M — up 12% from $518M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new PFXF positions and 15 closed out — a net gain of 4 holders — while 72 added to existing stakes and 55 trimmed.
The largest buyer was Comprehensive Wealth Management, adding an estimated $9.75M. The largest seller was Ameriprise, cutting an estimated $8.41M.
- 181 institutional investors held VanEck Preferred Securities ex Financials ETF (PFXF) as of Q3 2024, up from 179 in Q2 2024.
- Funds reported $580M of VanEck Preferred Securities ex Financials ETF stock for Q3 2024, up 12% quarter-over-quarter.
- 19 funds opened new VanEck Preferred Securities ex Financials ETF positions in Q3 2024 and 15 closed out, a net change of +4 holders.
- The largest VanEck Preferred Securities ex Financials ETF buyer in Q3 2024 was Comprehensive Wealth Management, an estimated $9.75M added.
- The largest VanEck Preferred Securities ex Financials ETF seller in Q3 2024 was Ameriprise, an estimated $8.41M sold.
Based on aggregated 13F filings for Q3 2024.