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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 %
UBS Group
26
UBS Group
Switzerland
$3.43M 200,365 -38,791 -16%
Jones Financial Companies
27
Jones Financial Companies
Missouri
$3.19M 186,484 +25,511 +16%
PAG
28
Private Advisor Group
New Jersey
$3.1M 180,918 +6,292 +4%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$3.05M 178,117 -83,800 -32%
Truist Financial
30
Truist Financial
North Carolina
$2.89M 168,524 -2,003 -1%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$2.8M 163,622 +132 +0.1%
KAS
32
Kestra Advisory Services
Texas
$2.77M 161,774 -1,923 -1%
BFA
33
Brendel Financial Advisors
New Hampshire
$2.5M 145,841 +4,101 +3%
FCM
34
Fortis Capital Management
Washington
$2.48M 144,914 -37,953 -21%
Sumitomo Mitsui Trust Group
35
Sumitomo Mitsui Trust Group
Japan
$2.34M 136,426 -54,315 -28%
MRP
36
Measured Risk Portfolios
California
$2.33M 136,059 +2,043 +2%
CastleKeep Investment Advisors
37
CastleKeep Investment Advisors
Connecticut
$2.3M 134,183 – –
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$2.3M 131,939 -18,120 -12%
QC
39
Quadrature Capital
United Kingdom
$2.24M 130,881 +130,881 New
NAM
40
NTV Asset Management
West Virginia
$2.11M 123,136 +19,900 +19%
Mariner
41
Mariner
Kansas
$1.93M 112,775 +33,981 +43%
CPIG
42
Chicago Partners Investment Group
Illinois
$1.87M 106,784 +774 +0.7%
AWS
43
Atria Wealth Solutions
New York
$1.85M 107,167 +10,152 +10%
EH
44
Equitable Holdings
New York
$1.8M 104,963 +16,326 +18%
SPC
45
Sigma Planning Corp
Michigan
$1.77M 103,540 +56,675 +121%
JPLA
46
Joseph P. Lucia & Associates
New York
$1.74M 101,408 -1,530 -1%
BI
47
Ballast Inc
Kentucky
$1.74M 101,408 +101,408 New
Creative Planning
48
Creative Planning
Kansas
$1.53M 89,642 +75,220 +522%
HWM
49
Howard Wealth Management
Connecticut
$1.52M 88,948 -5,058 -5%
GC
50
Guggenheim Capital
Illinois
$1.52M 88,661 +5,421 +7%
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