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VanEck Preferred Securities ex Financials ETF

191 hedge funds and large institutions have $562M invested in VanEck Preferred Securities ex Financials ETF in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 77 increasing their positions, 47 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

463% more call options, than puts

Call options by funds: $231K | Put options by funds: $41K

78% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 18

64% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 47

6% more funds holding

Funds holding: 181191 (+10)

2% less capital invested

Capital invested by funds: $576M → $562M (-$13.8M)

3.46% less ownership

Funds ownership: 33.13%29.67% (-3.5%)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
191
Holders Change
+10
Holders Change %
+5.52%
% of All Funds
2.52%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
32
Increased
77
Reduced
47
Closed
18
Calls
$231K
Puts
$41K
Net Calls
+$190K
Net Calls Change
+$104K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$58.1M -$857K -47,636 -1%
Morgan Stanley
2
Morgan Stanley
New York
$47.5M -$7.29M -405,479 -13%
Raymond James Financial
3
Raymond James Financial
Florida
$43M +$44.8M +2,490,823 New
CWM
4
Comprehensive Wealth Management
Washington
$38.1M -$807K -44,896 -2%
LPL Financial
5
LPL Financial
California
$37.4M +$617K +34,281 +2%
Wells Fargo
6
Wells Fargo
California
$29.8M +$6.83M +379,894 +28%
SOWBOCOPL
7
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
$26.3M
RCI
8
RS Crum Inc
California
$23.9M +$723K +40,197 +3%
TWM
9
Tanager Wealth Management
United Kingdom
$22.6M +$834K +46,397 +4%
MML Investors Services
10
MML Investors Services
Massachusetts
$18.5M +$2.12M +117,978 +12%
Ameriprise
11
Ameriprise
Minnesota
$16.7M -$430K -23,935 -2%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$9.49M +$577K +32,089 +6%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$7.88M +$157K +8,751 +2%
CCP
14
Carmel Capital Partners
California
$7.39M +$411K +22,852 +6%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$6.89M +$697K +38,741 +11%
LFAS
16
Level Four Advisory Services
Texas
$6.49M -$49.9K -2,775 -0.7%
Stifel Financial
17
Stifel Financial
Missouri
$6M +$533K +29,641 +9%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$5.72M -$388K -21,588 -6%
KAS
19
Kestra Advisory Services
Texas
$5.69M +$40.9K +2,272 +0.7%
SIS
20
Sound Income Strategies
Florida
$5.23M +$192K +10,667 +4%
SCI
21
Silver Coast Investments
United States
$4.8M +$136K +7,537 +3%
PAS
22
Park Avenue Securities
New York
$4.5M -$2.81M -156,235 -37%
LAM
23
L2 Asset Management
Massachusetts
$4.48M +$4.68M +259,957 New
UBS Group
24
UBS Group
Switzerland
$4.12M +$194K +10,766 +5%
Osaic Holdings
25
Osaic Holdings
Arizona
$3.56M +$277K +15,380 +8%

PFXF Hedge Fund Activity: Q4 2024 in Review

191 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in VanEck Preferred Securities ex Financials ETF (PFXF) for Q4 2024, worth a combined $562M — down 2.4% from $576M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new PFXF positions and 18 closed out — a net gain of 14 holders — while 77 added to existing stakes and 47 trimmed.

The largest buyer was Wells Fargo, adding an estimated $6.83M. The largest seller was Morgan Stanley, cutting an estimated $7.29M.

  • 191 institutional investors held VanEck Preferred Securities ex Financials ETF (PFXF) as of Q4 2024, up from 181 in Q3 2024.
  • Funds reported $562M of VanEck Preferred Securities ex Financials ETF stock for Q4 2024, down 2.4% quarter-over-quarter.
  • 32 funds opened new VanEck Preferred Securities ex Financials ETF positions in Q4 2024 and 18 closed out, a net change of +14 holders.
  • The largest VanEck Preferred Securities ex Financials ETF buyer in Q4 2024 was Wells Fargo, an estimated $6.83M added.
  • The largest VanEck Preferred Securities ex Financials ETF seller in Q4 2024 was Morgan Stanley, an estimated $7.29M sold.

Based on aggregated 13F filings for Q4 2024.