Free Trial
→ ⭕ [URGENT] Buy Alert just triggered (From Behind the Markets) (Ad) Free PFXF Stock Alerts

VanEck Preferred Securities ex Financials ETF (PFXF) Institutional Ownership

VanEck Preferred Securities ex Financials ETF logo
$17.71 +0.13 (+0.74%)
(As of 12/20/2024 04:33 PM ET)
Compare

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

Number of
Institutional Buyers
(last 12 months)
91
Total
Institutional Inflows
(last 12 months)
$148.22M
Number of
Institutional Sellers
(last 12 months)
45
Total
Institutional Outflows
(last 12 months)
$31.78M
Get PFXF Insider Trade Alerts

Want to know when executives and insiders are buying or selling VanEck Preferred Securities ex Financials ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

PFXF Institutional Buying and Selling by Quarter

VanEck Preferred Securities ex Financials ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/13/2024 B. 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%
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%
Why Buffett, Griffin and 100 members of Congress are Piling into this One Investment (Ad)

This isn't just another investment. It might be the last retirement stock you'll ever need. But this window of opportunity is closing fast.

Click here for the ticker >>>
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%
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%
9/5/2024 Sanctuary 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%
8/19/2024 B. 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%
8/15/2024 Drucker Wealth 3.0 LLC12,631$219K0.1%N/A0.014%
8/14/2024 Insigneo 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%
7/24/2024 Advisory 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%
Why Buffett, Griffin and 100 members of Congress are Piling into this One Investment (Ad)

This isn't just another investment. It might be the last retirement stock you'll ever need. But this window of opportunity is closing fast.

Click here for the ticker >>>
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%
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%
(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 19,463,541 shares in the last 24 months. This purchase volume represents approximately $341.61M 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.


Related Companies

This page (NYSEARCA:PFXF) was last updated on 12/22/2024 by MarketBeat.com Staff
From Our Partners
This Crypto Is Set to Explode in December
It's a groundbreaking opportunity that could be poised for extraordinary gains. The catalyst behind this su...
Crypto 101 Media | Sponsored
AI breakthrough about to upend industry
Everyone is talking about AI right now. The talk has been endless ever since ChatGPT was released to the m...
Porter & Company | Sponsored
Nvidia’s Bold Move: Tackling Tech’s $1 Trillion Crisis
Taiwan Semiconductor, a partner of Nvidia’s for more than two decades, has seen its shares explode as much as ...
Weiss Ratings | Sponsored
Your bank is lying to you.
You might think you have your money in a high-yield savings account, but do you really? The national average A...
MyBankTracker | Sponsored
MUST SEE: The most important video in the world right now?
If you have a significant amount of money in the stock market right now — or if you're sitting on the sideline...
InvestorPlace | Sponsored
Did You See Trump’s Bombshell Exec. Order 001?
Starting with what I call Exec. Order 001. It’s a bombshell law that I believe Trump will sign within minut...
Banyan Hill Publishing | Sponsored
URGENT: This Altcoin Opportunity Won’t Wait – Act Now
Altcoin season moves fast, and those who hesitate are left behind. The window is closing.
Crypto Swap Profits | Sponsored
Could This Tiny Device Help You Make an Extra $30k a Year?
I believe it’s going to power Elon Musk’s next AI revolution… A revolution he believes will be worth more t...
Brownstone Research | Sponsored