Who Owns PFXF?
VanEck Preferred Securities ex Financials ETF — Institutional Ownership & 13F Holdings
$18.45
+0.14 (+0.74%)
Market Cap
$2.2B
Shares Outstanding
116,484,981
Institutional Holders
186
Total Inst. Value
$459.9M
% of Float Held
—
QoQ Holder Change
+78
Institutional data as of Q1 2025
New Positions
48
Closed Positions
21
Increased
63
Decreased
47
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $57.3M | 3,417,846 |
| 2 | MORGAN STANLEY | $44.7M | 2,665,270 |
| 3 | RAYMOND JAMES FINANCIAL INC | $36.5M | 2,180,374 |
| 4 | Comprehensive Wealth Management, LLC | $35.8M | 2,137,955 |
| 5 | WELLS FARGO & COMPANY/MN | $28.5M | 1,701,745 |
| 6 | State of Wisconsin - Board of Commissioners of Public LandsNew | $25.6M | 1,525,220 |
| 7 | Tanager Wealth Management LLP | $20.1M | 1,201,229 |
| 8 | MML INVESTORS SERVICES, LLC | $19.0M | 1,132,031 |
| 9 | JONES FINANCIAL COMPANIES LLLP | $17.8M | 83,697 |
| 10 | AMERIPRISE FINANCIAL INC | $14.7M | 875,259 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| BANK OF AMERICA CORP /DE/ | +48K | $57.3M |
| State of Wisconsin - Board of Commissioners of Public LandsNew | +1.5M | $25.6M |
| MML INVESTORS SERVICES, LLC | +62K | $19.0M |
| Carmel Capital Partners, LLC | +31K | $7.7M |
| LEVEL FOUR ADVISORY SERVICES, LLC | +17K | $6.6M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| RAYMOND JAMES FINANCIAL INC | -310K | $36.5M |
| Kestra Advisory Services, LLC | -166K | $3K |
| Tanager Wealth Management LLP | -109K | $20.1M |
| JANE STREET GROUP, LLC | -106K | $321K |
| AMERIPRISE FINANCIAL INC | -94K | $14.7M |
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Frequently Asked Questions
How many institutional investors hold PFXF?
As of Q1 2025, 186 institutional investors report holding PFXF (VanEck Preferred Securities ex Financials ETF) in their 13F filings.
Which hedge fund owns the most PFXF?
The largest institutional holder of PFXF is BANK OF AMERICA CORP /DE/ with $57.3M in shares.
Are institutions buying or selling PFXF?
This quarter, 48 institutions opened new positions in PFXF and 21 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.