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VanEck Preferred Securities ex Financials ETF (PFXF) Institutional Ownership

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

Number of
Institutional Buyers
(last 12 months)
97
Total
Institutional Inflows
(last 12 months)
$161.13M
Number of
Institutional Sellers
(last 12 months)
53
Total
Institutional Outflows
(last 12 months)
$46.29M
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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
4/23/2024Raymond James Financial Services Advisors Inc.1,189,362$21.04M0.0%-1.5%1.286%
4/22/2024Raymond James & Associates665,489$11.77M0.0%+26.1%0.719%
4/19/2024Sumitomo Mitsui Trust Holdings Inc.215,527$3.81M0.0%-11.6%0.233%
4/16/2024Register Financial Advisors LLC9,500$168K0.1%+691.7%0.010%
4/16/2024Powell Investment Advisors LLC82,060$1.45M0.8%-0.9%0.089%
4/16/2024Pasadena Private Wealth LLC14,519$257K0.1%+6.3%0.016%
4/16/2024Wealth Enhancement Advisory Services LLC102,665$1.82M0.0%-1.7%0.111%
4/15/2024Wealthcare Advisory Partners LLC149,288$2.64M0.1%+3.0%0.161%
4/15/2024Future Financial Wealth Managment LLC164,908$2.92M2.2%+4.1%0.233%
4/15/2024Sunbelt Securities Inc.14,654$259K0.0%+51.8%0.021%
4/15/2024Sound Income Strategies LLC260,543$4.61M0.3%+9.4%0.368%
4/15/2024Etesian Wealth Advisors Inc.40,018$708K0.4%+18.7%0.056%
4/12/2024 Worth Asset Management LLC18,123$321K0.2%N/A0.026%
4/10/2024 Park Avenue Securities LLC375,221$6.64M0.1%+43.1%0.530%
4/9/2024 Massmutual Trust Co. FSB ADV23,240$411K0.0%+3.4%0.033%
4/8/2024 Mid American Wealth Advisory Group Inc.26,372$467K0.3%-24.6%0.037%
3/15/2024B. Riley Wealth Advisors Inc.40,415$694K0.0%N/A0.057%
3/5/2024Fisher Asset Management LLC13,159$226K0.0%N/A0.019%
2/23/2024Chicago Partners Investment Group LLC86,574$1.50M0.1%-1.0%0.122%
2/14/2024Orleans Capital Management Corp LA13,450$231K0.2%-4.9%0.019%
2/13/2024Prevail Innovative Wealth Advisors LLC27,971$481K0.2%+72.9%0.039%
2/12/2024RS Crum Inc.1,263,901$21.71M6.7%+11.6%1.784%
2/12/2024Steward Partners Investment Advisory LLC102,129$1.76M0.0%+24.3%0.144%
2/9/2024D.A. Davidson & CO.69,242$1.19M0.0%-6.6%0.098%
2/9/2024Wells Fargo & Company MN712,164$12.24M0.0%-13.3%1.005%
2/8/2024MY Wealth Management Inc.947,999$16.29M15.3%+0.3%1.338%
2/8/2024Level Four Advisory Services LLC333,168$5.72M0.3%+4.5%0.470%
2/7/2024Avantax Advisory Services Inc.11,127$191K0.0%N/A0.016%
2/7/2024 Mid American Wealth Advisory Group Inc.34,995$601K0.4%-2.7%0.049%
2/7/2024Howard Wealth Management LLC30,585$525K0.4%+73.3%0.043%
2/6/2024Private Advisor Group LLC139,453$2.40M0.0%-45.1%0.197%
2/6/2024Wealthcare Advisory Partners LLC144,973$2.49M0.1%+9.2%0.205%
2/6/2024MeadowBrook Investment Advisors LLC7,535$129K0.1%N/A0.011%
2/6/2024Sheets Smith Wealth Management93,007$1.60M0.2%-4.3%0.131%
2/6/2024NTV Asset Management LLC122,349$2.10M0.4%-7.4%0.173%
2/6/2024Avidian Wealth Solutions LLC28,941$497K0.0%-2.0%0.041%
2/6/2024Fisher Asset Management LLC13,159$226K0.0%N/A0.019%
2/6/2024Howe & Rusling Inc.2,950$51K0.0%N/A0.004%
2/5/2024 Mid American Wealth Advisory Group Inc.34,286$603K0.4%-4.7%0.048%
2/2/2024Truist Financial Corp143,549$2.47M0.0%+1,153.7%0.203%
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2/2/2024Kovack Advisors Inc.15,385$264K0.0%-10.5%0.022%
2/2/2024Atria Wealth Solutions Inc.114,256$1.96M0.0%-18.0%0.161%
2/1/2024Brendel Financial Advisors LLC174,441$3.00M2.0%-0.9%0.246%
2/1/2024 CWM LLC8,300$143K0.0%+7.8%0.012%
2/1/2024Powell Investment Advisors LLC82,798$1.42M0.8%-5.9%0.117%
2/1/2024Carmel Capital Partners LLC187,464$3.22M1.6%N/A0.265%
1/31/2024Tanager Wealth Management LLP914,631$15.71M2.9%-4.2%1.291%
1/31/2024Western Wealth Management LLC14,574$250K0.0%-7.4%0.021%
1/31/2024Roman Butler Fullerton & Co.41,774$733K0.3%+19.3%0.059%
1/30/2024Wealth Alliance46,309$796K0.1%+23.3%0.065%
1/30/2024Investors Research Corp105,440$1.81M0.4%+10.0%0.149%
1/30/2024Sumitomo Mitsui Trust Holdings Inc.243,783$4.19M0.0%-0.4%0.344%
1/29/2024Romano Brothers AND Company10,050$173K0.0%-20.6%0.014%
1/29/2024Joseph P. Lucia & Associates LLC113,412$1.95M1.2%-4.3%0.160%
1/29/2024Perigon Wealth Management LLC15,274$262K0.0%N/A0.022%
1/26/2024Geneos Wealth Management Inc.18,424$317K0.0%+3.9%0.026%
1/25/2024Mainstay Capital Management LLC ADV31,193$536K0.1%+17.7%0.044%
1/24/2024Stratos Wealth Partners LTD.51,331$882K0.0%+9.2%0.072%
1/24/2024 International Assets Investment Management LLC14,706$253K0.0%N/A0.021%
1/24/2024O ROURKE & COMPANY Inc12,415$213K0.1%+11.0%0.018%
1/24/2024Private Trust Co. NA7,416$127K0.0%-16.3%0.010%
1/23/2024WealthShield Partners LLC4,785$82K0.0%+97.7%0.007%
1/22/2024Hofer & Associates. Inc15,908$273K0.3%+7.9%0.022%
1/18/2024Future Financial Wealth Managment LLC158,433$2.72M2.7%+8.6%0.224%
1/18/2024Global Retirement Partners LLC1,515$26K0.0%N/A0.002%
1/18/2024McGlone Suttner Wealth Management Inc.2,615$45K0.0%N/A0.004%
1/18/2024Accel Wealth Management15,122$260K0.1%-9.7%0.021%
1/18/2024Procyon Advisors LLC42,174$725K0.1%-95.7%0.060%
1/17/2024Patriot Investment Management Group Inc.33,814$581K0.0%-10.3%0.048%
1/17/2024 Cadent Capital Advisors LLC143,485$2.47M1.2%+1.9%0.203%
1/16/2024Raymond James Financial Services Advisors Inc.1,207,947$20.75M0.0%+1.0%1.705%
1/16/2024Raymond James & Associates527,817$9.07M0.0%+18.3%0.745%
1/12/2024Advisor Resource Council10,139$174K0.0%N/A0.014%
1/12/2024Etesian Wealth Advisors Inc.33,720$582K0.3%N/A0.048%
1/11/20241834 Investment Advisors Co.96,644$1.66M0.2%-27.4%0.136%
1/11/2024 Ausdal Financial Partners Inc.11,811$203K0.0%N/A0.017%
1/11/2024Pasadena Private Wealth LLC13,654$235K0.1%-37.6%0.019%
1/10/2024Sound Income Strategies LLC238,171$4.09M0.3%+5.1%0.336%
1/9/2024Signature Wealth Management Group72,027$1.24M0.6%N/A0.102%
1/3/2024 Massmutual Trust Co. FSB ADV22,479$386K0.0%+7.5%0.032%
12/11/2023Sunbelt Securities Inc.9,654$162K0.0%+8.0%0.014%
12/6/2023Citigroup Inc.11,141$187K0.0%+15.5%0.016%
12/5/2023Advisory Resource Group76,084$1.28M0.3%N/A0.107%
11/15/2023Lido Advisors LLC128,551$2.16M0.0%-10.9%0.181%
11/15/2023Axxcess Wealth Management LLC14,388$242K0.0%N/A0.020%
11/14/2023O ROURKE & COMPANY Inc11,182$188K0.1%-15.3%0.016%
11/13/2023LPL Financial LLC1,351,116$22.71M0.0%+5.9%1.907%
11/13/2023Envestnet Asset Management Inc.758,522$12.75M0.0%+84.0%1.071%
11/13/2023Kestra Advisory Services LLC239,855$4.03M0.0%+26.6%0.339%
11/9/2023RS Crum Inc.1,132,112$19.03M6.8%+389.1%1.598%
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11/9/2023Wealth Alliance37,559$631K0.1%+3.3%0.053%
11/9/2023UBS Group AG184,176$3.10M0.0%+33.4%0.260%
11/8/2023HighTower Advisors LLC45,798$769K0.0%N/A0.065%
11/8/2023D.A. Davidson & CO.74,135$1.25M0.0%+2.8%0.105%
11/8/2023Tanager Wealth Management LLP955,170$16.06M3.3%+11.5%1.348%
11/8/2023Atria Wealth Solutions Inc.139,252$2.34M0.0%+6.4%0.197%
11/8/2023Western Wealth Management LLC15,745$265K0.0%-11.8%0.022%
11/8/2023Stonebridge Financial Planning Group LLC12,600$212K0.1%-7.4%0.018%
11/4/2023 NBC Securities Inc.1,500$25K0.0%N/A0.002%
11/3/2023Private Advisor Group LLC254,227$4.27M0.0%+39.2%0.359%
(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 State of Wisconsin Board of Commissioners of Public Lands ($26.95M), LPL Financial LLC ($22.71M), RS Crum Inc. ($21.71M), Raymond James Financial Services Advisors Inc. ($21.04M), MY Wealth Management Inc. ($16.29M), Tanager Wealth Management LLP ($15.71M), and Envestnet Asset Management Inc. ($12.75M).Learn more on PFXF's institutional investors.

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

Of the 133 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: State of Wisconsin Board of Commissioners of Public Lands ($1.55M), RS Crum Inc. ($1.31M), Raymond James Financial Services Advisors Inc. ($1.00M), Procyon Advisors LLC ($850.43K), Tanager Wealth Management LLP ($835.98K), Raymond James & Associates ($665.49K), and Mid American Wealth Advisory Group Inc. ($590.79K).

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

Institutional investors have bought a total of 14,852,437 shares in the last 24 months. This purchase volume represents approximately $260.67M in transactions.

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

Of the 84 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 ($939.67K), Raymond James Financial Services Advisors Inc. ($668.88K), UBS Group AG ($458.67K), Mid American Wealth Advisory Group Inc. ($373.72K), Northern Oak Wealth Management Inc. ($368.82K), AE Wealth Management LLC ($320.49K), and 1834 Investment Advisors Co. ($262.06K).

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

Institutional investors have sold a total of 5,711,424 shares in the last 24 months. This volume of shares sold represents approximately $100.36M in transactions.


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This page (NYSEARCA:PFXF) was last updated on 4/24/2024 by MarketBeat.com Staff

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