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VanEck Preferred Securities ex Financials ETF (PFXF) Institutional Ownership

VanEck Preferred Securities ex Financials ETF logo
$17.98 +0.02 (+0.11%)
(As of 11/15/2024 ET)
Compare

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

Number of
Institutional Buyers
(last 12 months)
92
Total
Institutional Inflows
(last 12 months)
$148.95M
Number of
Institutional Sellers
(last 12 months)
45
Total
Institutional Outflows
(last 12 months)
$31.78M
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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
11/15/2024MML Investors Services LLC951,891$17.38M0.1%+19.7%1.024%
11/15/2024Insigneo Advisory Services LLC40,100$732K0.1%+11.5%0.043%
11/15/2024Jane 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%
11/13/2024 RS Crum Inc.1,348,174$24.62M5.8%+3.3%1.450%
11/13/2024 D.A. Davidson & CO.69,102$1.26M0.0%-3.7%0.074%
11/13/2024 Acorn Wealth Advisors LLC15,995$292K0.1%+20.2%0.017%
11/13/2024 Private Trust Co. NA8,528$156K0.0%+15.0%0.009%
11/12/2024 M Holdings Securities Inc.12,203$223K0.1%-35.1%0.013%
11/12/2024 Investors Research Corp153,416$2.80M0.6%+16.1%0.165%
11/8/2024 Darwin Wealth Management LLC1,573$29K0.0%N/A0.002%
11/8/2024 Prospera Financial Services Inc53,494$977K0.0%-12.0%0.058%
11/7/2024 Thrivent Financial for Lutherans24,289$444K0.0%-29.7%0.026%
11/6/2024 OneDigital Investment Advisors LLC21,564$394K0.0%N/A0.023%
11/6/2024 MeadowBrook Investment Advisors LLC7,460$136K0.1%+11,741.3%0.008%
11/6/2024 Comprehensive Wealth Management LLC2,251,024$41.10M26.7%+32.6%2.422%
11/6/2024 Fortis Capital Management LLC203,761$3.72M0.7%+5.0%0.219%
11/5/2024 Sumitomo Mitsui Trust Group Inc.206,290$3.77M0.0%+2.3%0.222%
11/5/2024 Harbour Investments Inc.17,300$316K0.0%+5,666.7%0.019%
11/5/2024 Apollon Wealth Management LLC76,714$1.40M0.0%+65.5%0.083%
11/1/2024 Atria Investments Inc56,206$1.03M0.0%+1.8%0.060%
11/1/2024 Carmel Capital Partners LLC405,387$7.40M2.9%+13.8%0.436%
10/31/2024 Concurrent Investment Advisors LLC225,874$4.12M0.1%+29.6%0.243%
10/30/2024 1834 Investment Advisors Co.16,684$305K0.0%-39.2%0.018%
10/30/2024 Avidian Wealth Enterprises LLC63,304$1.16M0.1%+23.5%0.068%
10/29/2024 Chicago Partners Investment Group LLC98,845$1.79M0.1%+2.8%0.106%
10/28/2024 Silver Coast Investments LLC270,736$4.94M1.8%+5.2%0.291%
10/28/2024 O ROURKE & COMPANY Inc11,803$216K0.1%-5.8%0.013%
10/25/2024 Financial Advocates Investment Management21,567$394K0.0%N/A0.023%
10/25/2024 Pathway Financial Advisers LLC29,896$546K0.0%-6.4%0.032%
10/24/2024 Wealth Enhancement Advisory Services LLC73,337$1.34M0.0%-16.2%0.079%
10/24/2024 Arkadios Wealth Advisors11,035$201K0.0%N/A0.012%
10/24/2024 Pathway Financial Advisers LLC29,896$546K0.0%-6.4%0.032%
10/23/2024 Mirae Asset Global Investments Co. Ltd.44,000$808K0.0%+136.6%0.047%
10/23/2024 Tanager Wealth Management LLP1,263,749$23.08M3.1%+7.9%1.360%
10/22/2024 International Assets Investment Management LLC3,852,678$70.35M0.0%+550,282.6%4.145%
10/22/2024 Private Advisor Group LLC145,438$2.66M0.0%+4.4%0.156%
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10/18/2024Cadent Capital Advisors LLC86,079$1.57M0.5%+2.0%0.093%
10/18/2024Etesian Wealth Advisors Inc.44,856$819K0.4%+8.0%0.048%
10/18/2024Raymond James & Associates744,984$13.60M0.0%+5.6%0.801%
10/17/2024Sax Wealth Advisors LLC189,559$3.46M0.3%+3.2%0.204%
10/16/2024 Marshall Financial Group LLC62,509$1.14M0.3%N/A0.067%
10/11/2024 Creative Planning19,137$349K0.0%-66.0%0.021%
10/11/2024 Procyon Advisors LLC27,422$501K0.0%-7.9%0.030%
10/11/2024 Patriot Investment Management Group Inc.31,263$571K0.0%-7.5%0.034%
10/10/2024 Sound Income Strategies LLC292,588$5.34M0.3%+4.7%0.315%
10/9/2024 Brendel Financial Advisors LLC152,556$2.79M1.6%-10.4%0.164%
10/8/2024 Future Financial Wealth Managment LLC177,713$3.25M2.3%+7.0%0.191%
10/5/2024 Grandview Asset Management LLC12,771$233K0.1%-5.0%0.014%
10/3/2024 Park Avenue Securities LLC417,114$7.62M0.1%+8.1%0.449%
10/2/2024 Massmutual Trust Co. FSB ADV22,424$409K0.0%-5.4%0.024%
9/5/2024Sanctuary Advisors LLC85,591$1.46M0.0%N/A0.092%
8/30/2024 Creekside Partners13,429$232K0.1%N/A0.014%
8/26/2024 Ariadne Wealth Management LP28,750$497K0.3%N/A0.031%
8/21/2024 Truist Financial Corp151,671$2.62M0.0%+5.8%0.163%
8/19/2024B. Riley Wealth Advisors Inc.45,150$781K0.0%N/A0.049%
8/16/2024 Northwestern Mutual Wealth Management Co.404,782$7.00M0.0%+29.9%0.435%
8/16/2024 Creative Planning56,275$974K0.0%N/A0.061%
8/15/2024Drucker Wealth 3.0 LLC12,631$219K0.1%N/A0.014%
8/14/2024Insigneo Advisory Services LLC35,954$612K0.1%+74.9%0.039%
8/13/2024 Thrivent Financial for Lutherans34,566$598K0.0%-20.8%0.037%
8/10/2024 Wealth Alliance40,416$699K0.1%-12.8%0.043%
8/9/2024 Ocean Park Asset Management LLC285,600$4.94M0.2%N/A0.307%
8/8/2024 Envestnet Asset Management Inc.430,295$7.44M0.0%+3.3%0.463%
8/8/2024 RS Crum Inc.1,304,849$22.57M5.9%+0.8%1.404%
8/8/2024 MY Wealth Management Inc.170,154$2.94M3.4%-34.0%0.183%
8/8/2024 LPL Financial LLC2,024,278$35.02M0.0%+4.0%2.178%
8/7/2024 Redwood Financial Network Corp39,217$678K0.6%+123.0%0.042%
8/5/2024 Private Advisor Group LLC139,274$2.41M0.0%-0.6%0.150%
8/2/2024 Midland Wealth Advisors LLC52,704$912K0.1%+1.5%0.057%
7/31/2024 Balanced Rock Investment Advisors LLC20,010$346K0.3%+16.3%0.022%
7/31/2024Commonwealth Equity Services LLC485,202$8.39M0.0%+49.6%0.522%
7/27/2024 1834 Investment Advisors Co.27,459$475K0.1%-31.2%0.030%
7/25/2024 Tanager Wealth Management LLP1,171,301$20.26M3.0%+6.8%1.260%
7/25/2024Etesian Wealth Advisors Inc.41,524$718K0.4%+3.8%0.045%
7/24/2024Advisory Resource Group79,279$1.37M0.3%+4.8%0.085%
7/24/2024 Joseph P. Lucia & Associates LLC109,380$1.89M1.0%-1.6%0.118%
7/23/2024 Fortis Capital Management LLC194,015$3.36M0.7%+9.1%0.209%
7/22/2024 Atria Wealth Solutions Inc.118,275$2.05M0.0%-1.5%0.127%
7/20/2024Raymond James Financial Services Advisors Inc.1,254,471$21.70M0.0%+5.5%1.350%
7/19/2024Raymond James & Associates705,317$12.20M0.0%+6.0%0.759%
7/19/2024 Sumitomo Mitsui Trust Holdings Inc.201,581$3.49M0.0%-6.5%0.217%
7/16/2024 Wealth Enhancement Advisory Services LLC87,513$1.51M0.0%-14.8%0.094%
7/16/2024 Burke & Herbert Bank & Trust Co.10,720$185K0.0%N/A0.012%
7/16/2024 Brendel Financial Advisors LLC170,342$2.95M1.9%-1.3%0.183%
7/12/2024 Sound Income Strategies LLC279,449$4.83M0.3%+7.3%0.301%
7/12/2024Sax Wealth Advisors LLC183,708$3.18M0.3%+12.8%0.198%
JD Vance Predicts: Wall Street vs. Trump & Your Money (Ad)

Trump's back in the White House, but Wall Street is pissed. Here's the deal: Wall Street's about to purposely crash the bond market to sabotage Trump's comeback.

Get your free guide NOW before it's too late.
7/12/2024 Register Financial Advisors LLC10,114$175K0.1%+6.5%0.011%
7/11/2024Cadent Capital Advisors LLC84,424$1.46M0.6%-41.2%0.091%
7/10/2024 Mid American Wealth Advisory Group Inc.16,886$292K0.2%-36.0%0.018%
7/10/2024 CWM LLC5,100$88K0.0%-38.6%0.005%
7/9/2024 Park Avenue Securities LLC385,949$6.68M0.1%+2.9%0.415%
7/8/2024 Bank & Trust Co25,264$437K0.4%N/A0.027%
5/29/2024 Pathway Financial Advisers LLC32,144$569K0.2%N/A0.035%
5/16/2024 Global Financial Private Client LLC54,832$964K0.4%+123.7%0.059%
5/14/2024Sax Wealth Advisors LLC162,847$2.88M0.3%+4.5%0.175%
5/13/2024 Balanced Rock Investment Advisors LLC17,209$304K0.3%N/A0.019%
(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, 163 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), Comprehensive Wealth Management LLC ($41.10M), LPL Financial LLC ($35.02M), State of Wisconsin Board of Commissioners of Public Lands ($26.95M), RS Crum Inc. ($24.62M), Tanager Wealth Management LLP ($23.08M), and Raymond James Financial Services Advisors Inc. ($21.70M).Learn more on PFXF's institutional investors.

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

Of the 138 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: International Assets Investment Management LLC ($3.97M), State of Wisconsin Board of Commissioners of Public Lands ($1.55M), RS Crum Inc. ($1.32M), Tanager Wealth Management LLP ($1.15M), Raymond James Financial Services Advisors Inc. ($1.06M), Procyon Advisors LLC ($832.19K), and Raymond James & Associates ($744.98K).

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

Institutional investors have bought a total of 19,431,348 shares in the last 24 months. This purchase volume represents approximately $341.03M in transactions.

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

Of the 77 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 ($942.01K), UBS Group AG ($397.81K), Mid American Wealth Advisory Group Inc. ($383.20K), 1834 Investment Advisors Co. ($342.02K), AE Wealth Management LLC ($320.49K), Raymond James Financial Services Advisors Inc. ($151.34K), and Sheets Smith Wealth Management ($123.61K).

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

Institutional investors have sold a total of 4,184,127 shares in the last 24 months. This volume of shares sold represents approximately $71.61M in transactions.


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This page (NYSEARCA:PFXF) was last updated on 11/17/2024 by MarketBeat.com Staff
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