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VanEck Preferred Securities ex Financials ETF (PFXF) Institutional Ownership

VanEck Preferred Securities ex Financials ETF logo
$17.37 -0.05 (-0.29%)
As of 02/21/2025 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for VanEck Preferred Securities ex Financials ETF (NYSEARCA:PFXF)

Number of
Institutional Buyers
(last 12 months)
107
Total
Institutional Inflows
(last 12 months)
$252.78M
Number of
Institutional Sellers
(last 12 months)
50
Total
Institutional Outflows
(last 12 months)
$16.87M
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PFXF Institutional Buying and Selling by Quarter

VanEck Preferred Securities ex Financials ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/20/2025 Castlekeep Investment Advisors LLC12,911$223K0.0%N/A0.014%
2/17/2025 Wolverine Trading LLC32,264$556K0.0%N/A0.035%
2/17/2025 Redwood Financial Network Corp64,016$1.10M0.8%+19.5%0.069%
2/17/2025 Measured Risk Portfolios Inc.130,088$2.24M2.3%N/A0.140%
2/17/2025 Cetera Investment Advisers77,471$1.34M0.0%+40.5%0.083%
2/17/2025 Castlekeep Investment Advisors LLC222,715$3.84M0.0%N/A0.240%
2/17/2025 Bank of America Corp DE3,370,287$58.14M0.0%-1.4%3.626%
2/17/2025 Ameriprise Financial Inc.969,199$16.72M0.0%-2.4%1.043%
2/14/2025 Jane Street Group LLC125,160$2.16M0.0%+679.0%0.135%
2/14/2025 Comerica Bank16,244$280K0.0%+4.1%0.017%
2/14/2025 Lido Advisors LLC87,775$1.51M0.0%-1.1%0.094%
2/14/2025 Three Seasons Wealth LLC12,045$208K0.1%N/A0.013%
2/14/2025 Stifel Financial Corp347,703$6.00M0.0%+9.3%0.374%
2/14/2025 OneDigital Investment Advisors LLC27,707$478K0.0%+28.5%0.030%
2/14/2025 MML Investors Services LLC1,069,869$18.46M0.1%+12.4%1.151%
2/14/2025 Balanced Rock Investment Advisors LLC22,289$384K0.3%+5.4%0.024%
2/13/2025 MSH Capital Advisors LLC78,781$1.36M0.4%N/A0.085%
2/13/2025 NewEdge Advisors LLC45,853$791K0.0%+2.8%0.049%
2/13/2025 Resurgent Financial Advisors LLC13,662$236K0.1%-18.6%0.015%
2/13/2025 Insigneo Advisory Services LLC42,280$729K0.1%+5.4%0.045%
2/13/2025 Guggenheim Capital LLC66,667$1.15M0.0%+8.8%0.072%
2/13/2025 Mariner LLC54,947$948K0.0%+6.1%0.059%
2/13/2025 Rockefeller Capital Management L.P.61,179$1.06M0.0%+9.7%0.066%
2/13/2025 Raymond James Financial Inc.2,490,823$42.97M0.0%N/A2.680%
2/13/2025 Texas Yale Capital Corp.18,791$324K0.0%+12.8%0.020%
2/13/2025 Tandem Investment Partners LLC19,365$334K0.3%N/A0.021%
2/13/2025 Bank of Montreal Can2,000$34K0.0%-48.7%0.002%
2/13/2025 Cerity Partners LLC10,500$181K0.0%N/A0.011%
2/13/2025 Envestnet Asset Management Inc.550,394$9.49M0.0%+6.2%0.592%
2/13/2025 Wells Fargo & Company MN1,728,967$29.83M0.0%+28.2%1.860%
2/12/2025 Level Four Advisory Services LLC376,368$6.49M0.3%-0.7%0.405%
2/12/2025 Blair William & Co. IL3,077$53K0.0%+31.8%0.003%
2/12/2025 AssuredPartners Investment Advisors LLC104,445$1.80M0.4%N/A0.112%
2/12/2025 JPMorgan Chase & Co.19,821$342K0.0%+25,641.6%0.021%
2/12/2025 Core Wealth Partners LLC22,480$388K0.2%+24.5%0.024%
2/12/2025 Ausdal Financial Partners Inc.91,046$1.57M0.1%-2.8%0.098%
2/11/2025 LPL Financial LLC2,170,656$37.44M0.0%+1.6%2.335%
2/11/2025 Fortis Capital Management LLC194,628$3.36M0.6%-4.5%0.209%
2/11/2025 Comprehensive Wealth Management LLC2,206,128$38.06M28.5%-2.0%2.373%
2/10/2025 Thrivent Financial for Lutherans15,726$287K0.0%-35.3%0.017%
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2/10/2025 RS Crum Inc.1,388,371$23.95M5.9%+3.0%1.494%
2/10/2025 Signature Wealth Management Group77,678$1.34M0.5%+2.4%0.084%
2/10/2025 Commonwealth Equity Services LLC456,616$7.88M0.0%+2.0%0.491%
2/10/2025 Avantax Advisory Services Inc.10,138$175K0.0%N/A0.011%
2/10/2025 Farther Finance Advisors LLC25,430$439K0.0%+2,891.8%0.027%
2/7/2025 Guild Investment Management Inc.43,680$753K0.8%N/A0.047%
2/7/2025 Investors Research Corp176,394$3.04M0.7%+15.0%0.190%
2/7/2025 Sowell Financial Services LLC43,460$750K0.0%+97.1%0.047%
2/6/2025 Carmel Capital Partners LLC428,239$7.39M3.0%+5.6%0.461%
2/6/2025 Raymond James Financial Inc.2,490,823$42.97M0.0%N/A2.680%
2/6/2025 Atria Investments Inc58,157$1.00M0.0%+3.5%0.063%
2/6/2025 Steward Partners Investment Advisory LLC204,870$3.53M0.0%+10.1%0.220%
2/6/2025 Silver Coast Investments LLC278,273$4.80M1.8%+2.8%0.299%
2/6/2025 Jones Financial Companies Lllp103,766$1.79M0.0%+109.7%0.112%
2/5/2025 Apriem Advisors25,200$435K0.0%-15.2%0.027%
2/4/2025 IFP Advisors Inc9,802$169K0.0%+29.1%0.011%
2/3/2025 Concurrent Investment Advisors LLC199,950$3.45M0.1%-11.5%0.215%
2/3/2025 Private Advisor Group LLC152,765$2.64M0.0%+5.0%0.164%
1/31/2025 Atria Wealth Solutions Inc.96,923$1.67M0.0%-11.0%0.104%
1/31/2025 D.A. Davidson & CO.70,770$1.22M0.0%+2.4%0.076%
1/31/2025 Truist Financial Corp162,021$2.80M0.0%+1.8%0.174%
1/31/2025 NTV Asset Management LLC103,536$1.79M0.2%-18.2%0.111%
1/31/2025 Sanctuary Advisors LLC102,335$1.80M0.0%+2.6%0.110%
1/30/2025 Strategic Financial Concepts LLC26,099$450K0.0%N/A0.028%
1/30/2025 Howard Wealth Management LLC85,646$1.48M0.8%+31.1%0.092%
1/30/2025 Roman Butler Fullerton & Co.37,889$670K0.2%-8.8%0.041%
1/29/2025 Avidian Wealth Enterprises LLC69,084$1.19M0.1%+9.1%0.074%
1/29/2025 Sovran Advisors LLC14,391$246K0.0%N/A0.015%
1/28/2025 Apollon Wealth Management LLC84,976$1.47M0.0%+10.8%0.091%
1/28/2025 Sumitomo Mitsui Trust Group Inc.180,102$3.11M0.0%-12.7%0.194%
1/28/2025 Tandem Financial LLC32,423$559K0.6%N/A0.035%
1/28/2025 Strategic Financial Concepts LLC26,099$450K0.0%N/A0.028%
1/27/2025 Etesian Wealth Advisors Inc.49,042$846K0.4%+9.3%0.053%
1/27/2025 Mirae Asset Global Investments Co. Ltd.60,850$1.05M0.0%+38.3%0.065%
1/27/2025 Stratos Wealth Partners LTD.55,040$949K0.0%-16.1%0.059%
1/27/2025 Tanager Wealth Management LLP1,310,146$22.60M2.9%+3.7%1.410%
1/24/2025 Chicago Partners Investment Group LLC100,793$1.74M0.1%+2.0%0.108%
1/22/2025 Joseph P. Lucia & Associates LLC101,814$1.76M0.8%-3.0%0.110%
1/21/2025 Sound Income Strategies LLC303,255$5.23M0.3%+3.6%0.326%
1/17/2025 Janney Montgomery Scott LLC22,133$382K0.0%+38.9%0.024%
1/16/2025 MassMutual Private Wealth & Trust FSB24,065$415K0.0%+7.3%0.026%
1/16/2025 Delta Capital Management LLC40,400$697K0.3%-5.8%0.043%
1/15/2025 Sax Wealth Advisors LLC191,396$3.30M0.3%+1.0%0.206%
1/15/2025 Wealthcare Advisory Partners LLC173,001$2.98M0.1%+9.0%0.186%
1/15/2025 Procyon Advisors LLC25,386$438K0.0%-7.4%0.027%
1/15/2025 Decker Retirement Planning Inc.2,443$42K0.0%N/A0.003%
1/14/2025 Brendel Financial Advisors LLC141,929$2.45M1.5%-7.0%0.153%
1/14/2025 Meridian Financial Partners LLC11,371$196K0.1%N/A0.012%
1/14/2025 Park Avenue Securities LLC260,879$4.50M0.0%-37.5%0.281%
1/13/2025 Future Financial Wealth Managment LLC151,470$2.61M1.9%-14.8%0.163%
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1/13/2025 Cadent Capital Advisors LLC88,889$1.53M0.5%+3.3%0.096%
12/13/2024B. Riley Wealth Advisors Inc.63,215$1.16M0.0%+40.0%0.068%
11/25/2024 Sanctuary Advisors LLC99,719$1.80M0.0%+16.5%0.107%
11/15/2024 MML Investors Services LLC951,891$17.38M0.1%+19.7%1.024%
11/15/2024 Insigneo Advisory Services LLC40,100$732K0.1%+11.5%0.043%
11/15/2024 Jane Street Group LLC16,066$293K0.0%-51.8%0.017%
11/15/2024 Stifel Financial Corp318,062$5.81M0.0%+84.7%0.342%
11/15/2024 Resurgent Financial Advisors LLC16,779$306K0.2%-32.7%0.018%
11/15/2024 HighTower Advisors LLC36,664$670K0.0%-16.5%0.039%
11/14/2024 Rockefeller Capital Management L.P.55,760$1.02M0.0%+144.8%0.060%
(Data available from 1/1/2016 forward)

PFXF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PFXF shares?

During the previous two years, 184 institutional investors and hedge funds held shares of VanEck Preferred Securities ex Financials ETF. The most heavily invested institutionals were International Assets Investment Management LLC ($70.35M), Bank of America Corp DE ($58.14M), Raymond James Financial Inc. ($42.97M), Comprehensive Wealth Management LLC ($38.06M), LPL Financial LLC ($37.44M), Wells Fargo & Company MN ($29.83M), and State of Wisconsin Board of Commissioners of Public Lands ($26.95M).Learn more on PFXF's institutional investors.

Which institutional investors have been buying VanEck Preferred Securities ex Financials ETF stock?

Of the 161 institutional investors that purchased VanEck Preferred Securities ex Financials ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($4.98M), International Assets Investment Management LLC ($3.97M), State of Wisconsin Board of Commissioners of Public Lands ($1.55M), RS Crum Inc. ($1.36M), Raymond James Financial Services Advisors Inc. ($1.06M), Raymond James & Associates ($744.98K), and LPL Financial LLC ($630.47K).

How much institutional buying is happening at VanEck Preferred Securities ex Financials ETF?

Institutional investors have bought a total of 24,392,288 shares in the last 24 months. This purchase volume represents approximately $427.72M in transactions.

Which VanEck Preferred Securities ex Financials ETF major shareholders have been selling company stock?

Of the 80 institutional investors that sold VanEck Preferred Securities ex Financials ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Procyon Advisors LLC ($944.05K), Mid American Wealth Advisory Group Inc. ($383.20K), AE Wealth Management LLC ($320.49K), 1834 Investment Advisors Co. ($227.53K), Park Avenue Securities LLC ($156.24K), Sheets Smith Wealth Management ($123.61K), and Private Advisor Group LLC ($115.57K).

How much institutional selling is happening at VanEck Preferred Securities ex Financials ETF?

Institutional investors have sold a total of 3,638,180 shares in the last 24 months. This volume of shares sold represents approximately $62.73M in transactions.


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This page (NYSEARCA:PFXF) was last updated on 2/22/2025 by MarketBeat.com Staff
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