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VanEck Preferred Securities ex Financials ETF
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Overview Fund Activity

182 hedge funds and large institutions have $466M invested in VanEck Preferred Securities ex Financials ETF in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 64 increasing their positions, 59 reducing their positions, and 24 closing their positions.

Holders
182
Holders Change
-5
Holders Change %
-2.67%
% of All Funds
2.44%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
21
Increased
64
Reduced
59
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAS
1
Park Avenue Securities
New York
$5.33M
2
GSWA
2
Good Steward Wealth Advisors
Tennessee
$8.54M
3
QC
3
Quadrature Capital
United Kingdom
$2.24M
4
BI
4
Ballast Inc
Kentucky
$1.74M
5
Creative Planning
5
Creative Planning
Kansas
$1.53M

Top Sellers

1
CWM
1
Comprehensive Wealth Management
Washington
$0
2
Raymond James Financial
2
Raymond James Financial
Florida
$29.2M
3
Ameriprise
3
Ameriprise
Minnesota
$7.48M
4
Bank of America
4
Bank of America
North Carolina
$51.9M
5
Stifel Financial
5
Stifel Financial
Missouri
$3.81M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$51.9M 3,028,917 -388,929 -11%
Morgan Stanley
2
Morgan Stanley
New York
$44.1M 2,576,916 -88,354 -3%
LPL Financial
3
LPL Financial
California
$41M 2,394,463 -61,200 -2%
Raymond James Financial
4
Raymond James Financial
Florida
$29.2M 1,703,998 -476,376 -22%
Wells Fargo
5
Wells Fargo
California
$26.8M 1,563,405 -138,340 -8%
SOWBOCOPL
6
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
$26.1M 1,525,220 – –
MML Investors Services
7
MML Investors Services
Massachusetts
$20.3M 1,187,758 +55,727 +5%
TWM
8
Tanager Wealth Management
United Kingdom
$19.6M 1,142,036 -59,193 -5%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$8.57M 500,354 -79,015 -14%
GSWA
10
Good Steward Wealth Advisors
Tennessee
$8.54M 498,682 +280,033 +128%
CCP
11
Carmel Capital Partners
California
$8.47M 494,913 +35,518 +8%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$8.37M 488,783 +8,674 +2%
Ameriprise
13
Ameriprise
Minnesota
$7.48M 437,222 -438,037 -50%
LFAS
14
Level Four Advisory Services
Texas
$6.61M 386,093 -7,732 -2%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$5.56M 324,683 -73,016 -18%
CIA
16
Concurrent Investment Advisors
Florida
$5.46M 318,686 -375 -0.1%
PAS
17
Park Avenue Securities
New York
$5.33M 311,261 +311,261 New
SIS
18
Sound Income Strategies
Florida
$5.19M 303,103 -8,151 -3%
SCI
19
Silver Coast Investments
United States
$4.94M 288,427 +3,996 +1%
SPIA
20
Steward Partners Investment Advisory
New York
$4.76M 278,173 +946 +0.3%
LAM
21
L2 Asset Management
Massachusetts
$4.57M 267,021 +3,449 +1%
IRC
22
Investors Research Corp
Georgia
$4M 233,586 +24,988 +12%
Stifel Financial
23
Stifel Financial
Missouri
$3.81M 222,639 -148,624 -40%
WAP
24
Wealthcare Advisory Partners
Pennsylvania
$3.67M 214,581 +20,935 +11%
Osaic Holdings
25
Osaic Holdings
Arizona
$3.49M 202,372 -65,984 -25%
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