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VanEck Preferred Securities ex Financials ETF (PFXF) Institutional Ownership

VanEck Preferred Securities ex Financials ETF logo
$17.44 +0.06 (+0.35%)
As of 01/17/2025 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)
90
Total
Institutional Inflows
(last 12 months)
$144.55M
Number of
Institutional Sellers
(last 12 months)
46
Total
Institutional Outflows
(last 12 months)
$18.18M
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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
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%
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%
11/25/2024Sanctuary Advisors LLC99,719$1.80M0.0%+16.5%0.107%
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%
11/15/2024Stifel Financial Corp318,062$5.81M0.0%+84.7%0.342%
11/15/2024Resurgent Financial Advisors LLC16,779$306K0.2%-32.7%0.018%
11/15/2024HighTower Advisors LLC36,664$670K0.0%-16.5%0.039%
11/14/2024Rockefeller Capital Management L.P.55,760$1.02M0.0%+144.8%0.060%
11/13/2024RS Crum Inc.1,348,174$24.62M5.8%+3.3%1.450%
11/13/2024D.A. Davidson & CO.69,102$1.26M0.0%-3.7%0.074%
11/13/2024Acorn Wealth Advisors LLC15,995$292K0.1%+20.2%0.017%
11/13/2024Private Trust Co. NA8,528$156K0.0%+15.0%0.009%
11/12/2024M Holdings Securities Inc.12,203$223K0.1%-35.1%0.013%
11/12/2024Investors Research Corp153,416$2.80M0.6%+16.1%0.165%
11/8/2024Darwin Wealth Management LLC1,573$29K0.0%N/A0.002%
11/8/2024Prospera Financial Services Inc53,494$977K0.0%-12.0%0.058%
11/7/2024Thrivent Financial for Lutherans24,289$444K0.0%-29.7%0.026%
11/6/2024OneDigital Investment Advisors LLC21,564$394K0.0%N/A0.023%
11/6/2024MeadowBrook Investment Advisors LLC7,460$136K0.1%+11,741.3%0.008%
11/6/2024Comprehensive Wealth Management LLC2,251,024$41.10M26.7%+32.6%2.422%
11/6/2024Fortis Capital Management LLC203,761$3.72M0.7%+5.0%0.219%
11/5/2024Sumitomo Mitsui Trust Group Inc.206,290$3.77M0.0%+2.3%0.222%
11/5/2024Harbour Investments Inc.17,300$316K0.0%+5,666.7%0.019%
11/5/2024Apollon Wealth Management LLC76,714$1.40M0.0%+65.5%0.083%
11/1/2024Atria Investments Inc56,206$1.03M0.0%+1.8%0.060%
11/1/2024Carmel Capital Partners LLC405,387$7.40M2.9%+13.8%0.436%
10/31/2024Concurrent Investment Advisors LLC225,874$4.12M0.1%+29.6%0.243%
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10/30/20241834 Investment Advisors Co.16,684$305K0.0%-39.2%0.018%
10/30/2024Avidian Wealth Enterprises LLC63,304$1.16M0.1%+23.5%0.068%
10/29/2024Chicago Partners Investment Group LLC98,845$1.79M0.1%+2.8%0.106%
10/28/2024Silver Coast Investments LLC270,736$4.94M1.8%+5.2%0.291%
10/28/2024O ROURKE & COMPANY Inc11,803$216K0.1%-5.8%0.013%
10/25/2024Financial Advocates Investment Management21,567$394K0.0%N/A0.023%
10/25/2024Pathway 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%
10/24/2024Pathway Financial Advisers LLC29,896$546K0.0%-6.4%0.032%
10/23/2024Mirae Asset Global Investments Co. Ltd.44,000$808K0.0%+136.6%0.047%
10/23/2024Tanager 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%
10/22/2024Private Advisor Group LLC145,438$2.66M0.0%+4.4%0.156%
10/18/2024 Cadent 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%
10/17/2024 Sax Wealth Advisors LLC189,559$3.46M0.3%+3.2%0.204%
10/16/2024Marshall Financial Group LLC62,509$1.14M0.3%N/A0.067%
10/11/2024Creative Planning19,137$349K0.0%-66.0%0.021%
10/11/2024 Procyon Advisors LLC27,422$501K0.0%-7.9%0.030%
10/11/2024Patriot Investment Management Group Inc.31,263$571K0.0%-7.5%0.034%
10/10/2024Sound 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%
8/30/2024Creekside Partners13,429$232K0.1%N/A0.014%
8/26/2024Ariadne Wealth Management LP28,750$497K0.3%N/A0.031%
8/21/2024Truist Financial Corp151,671$2.62M0.0%+5.8%0.163%
8/19/2024B. Riley Wealth Advisors Inc.45,150$781K0.0%N/A0.049%
8/16/2024Northwestern Mutual Wealth Management Co.404,782$7.00M0.0%+29.9%0.435%
8/16/2024Creative 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%
8/13/2024Thrivent Financial for Lutherans34,566$598K0.0%-20.8%0.037%
8/10/2024Wealth Alliance40,416$699K0.1%-12.8%0.043%
8/9/2024Ocean Park Asset Management LLC285,600$4.94M0.2%N/A0.307%
8/8/2024Envestnet Asset Management Inc.430,295$7.44M0.0%+3.3%0.463%
8/8/2024RS Crum Inc.1,304,849$22.57M5.9%+0.8%1.404%
8/8/2024MY Wealth Management Inc.170,154$2.94M3.4%-34.0%0.183%
8/8/2024LPL Financial LLC2,024,278$35.02M0.0%+4.0%2.178%
8/7/2024Redwood Financial Network Corp39,217$678K0.6%+123.0%0.042%
8/5/2024Private Advisor Group LLC139,274$2.41M0.0%-0.6%0.150%
8/2/2024Midland Wealth Advisors LLC52,704$912K0.1%+1.5%0.057%
7/31/2024Balanced 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%
7/27/20241834 Investment Advisors Co.27,459$475K0.1%-31.2%0.030%
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7/25/2024Tanager 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%
7/24/2024Joseph P. Lucia & Associates LLC109,380$1.89M1.0%-1.6%0.118%
7/23/2024Fortis Capital Management LLC194,015$3.36M0.7%+9.1%0.209%
7/22/2024Atria 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%
7/19/2024Sumitomo 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%
(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, 165 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 141 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), Raymond James & Associates ($744.98K), and LPL Financial LLC ($600.32K).

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

Institutional investors have bought a total of 19,082,974 shares in the last 24 months. This purchase volume represents approximately $335.28M 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 ($944.05K), 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), Park Avenue Securities LLC ($156.24K), and Raymond James Financial Services Advisors Inc. ($151.34K).

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

Institutional investors have sold a total of 4,364,350 shares in the last 24 months. This volume of shares sold represents approximately $74.73M in transactions.


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This page (NYSEARCA:PFXF) was last updated on 1/21/2025 by MarketBeat.com Staff
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