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VanEck Preferred Securities ex Financials ETF

229 hedge funds and large institutions have $880M invested in VanEck Preferred Securities ex Financials ETF in 2026 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 93 increasing their positions, 63 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 16

48% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 63

39% more capital invested

Capital invested by funds: $633M → $880M (+$247M)

7% more funds holding

Funds holding: 214229 (+15)

6.22% more ownership

Funds ownership: 29.91%36.13% (+6.2%)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
229
Holders Change
+15
Holders Change %
+7.01%
% of All Funds
2.77%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.06%
New
35
Increased
93
Reduced
63
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Treasurer of the State of North Carolina
1
Treasurer of the State of North Carolina
North Carolina
$167M +$172M +9,351,150 New
Bank of America
2
Bank of America
North Carolina
$109M +$13.9M +757,766 +14%
LPL Financial
3
LPL Financial
California
$60.7M +$3.4M +185,096 +6%
Morgan Stanley
4
Morgan Stanley
New York
$59.1M +$807K +43,915 +1%
Raymond James Financial
5
Raymond James Financial
Florida
$33.5M -$782K -42,550 -2%
Wells Fargo
6
Wells Fargo
California
$33.2M +$837K +45,580 +3%
MML Investors Services
7
MML Investors Services
Massachusetts
$30M +$9.78M +532,074 +46%
TWM
8
Tanager Wealth Management
United Kingdom
$27.3M -$1.05M -57,300 -4%
SOWBOCOPL
9
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
$27.2M
PWM
10
Parkway Wealth Management
Texas
$14.6M +$15.1M +819,373 New
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$12.9M +$1.19M +65,009 +10%
UBS Group
12
UBS Group
Switzerland
$12.6M +$2.76M +150,292 +27%
GSWA
13
Good Steward Wealth Advisors
Tennessee
$10.6M -$70.6K -3,843 -0.6%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$10M +$1.45M +79,049 +16%
WI
15
Wealth Intelligence
Georgia
$9.75M +$50.5K +2,750 +0.5%
DA
16
Dougherty & Associates
Florida
$9.09M -$56.1K -3,052 -0.6%
GFG
17
Goldstone Financial Group
Illinois
$8.56M +$5.51M +299,704 +167%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$8.55M +$44.9K +2,441 +0.5%
IA
19
Inspire Advisors
Idaho
$8.12M +$7.27M +395,679 +666%
Osaic Holdings
20
Osaic Holdings
Arizona
$7.11M +$566K +30,780 +8%
LFAS
21
Level Four Advisory Services
Texas
$6.84M +$332K +18,066 +5%
CIA
22
Concurrent Investment Advisors
Florida
$6.15M +$67.8K +3,690 +1%
QC
23
Quadrature Capital
United Kingdom
$5.96M +$5.93M +322,783 +2,911%
LCP
24
Larch Capital Partners
Florida
$5.89M +$2.82M +153,516 +87%
IRC
25
Investors Research Corp
Georgia
$5.59M +$353K +19,225 +7%

PFXF Hedge Fund Activity: Q2 2026 in Review

229 of the 8,264 institutional investors tracked by Wall St. Rank reported a position in VanEck Preferred Securities ex Financials ETF (PFXF) for Q2 2026, worth a combined $880M — up 39% from $633M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new PFXF positions and 16 closed out — a net gain of 19 holders — while 93 added to existing stakes and 63 trimmed.

The largest buyer was Treasurer of the State of North Carolina, opening a new position worth an estimated $172M. The largest seller was Tradewinds Capital Management, cutting an estimated $11.6M.

  • 229 institutional investors held VanEck Preferred Securities ex Financials ETF (PFXF) as of Q2 2026, up from 214 in Q1 2026.
  • Funds reported $880M of VanEck Preferred Securities ex Financials ETF stock for Q2 2026, up 39% quarter-over-quarter.
  • 35 funds opened new VanEck Preferred Securities ex Financials ETF positions in Q2 2026 and 16 closed out, a net change of +19 holders.
  • The largest VanEck Preferred Securities ex Financials ETF buyer in Q2 2026 was Treasurer of the State of North Carolina, an estimated $172M added.
  • The largest VanEck Preferred Securities ex Financials ETF seller in Q2 2026 was Tradewinds Capital Management, an estimated $11.6M sold.

Based on aggregated 13F filings for Q2 2026.