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VanEck Preferred Securities ex Financials ETF

212 hedge funds and large institutions have $631M invested in VanEck Preferred Securities ex Financials ETF in 2026 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 95 increasing their positions, 65 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 65

44% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 16

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

7% more capital invested

Capital invested by funds: $587M → $631M (+$43.8M)

1% more funds holding

Funds holding: 209212 (+3)

0.82% more ownership

Funds ownership: 28.98%29.8% (+0.82%)

Holders
212
Holders Change
+3
Holders Change %
+1.44%
% of All Funds
2.61%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
23
Increased
95
Reduced
65
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIS
26
Sound Income Strategies
Florida
$4.42M -$254K -14,028 -5%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$4.27M +$641K +35,376 +17%
SPIA
28
Steward Partners Investment Advisory
New York
$4.26M -$598K -33,016 -12%
Jones Financial Companies
29
Jones Financial Companies
Missouri
$4.22M +$277K +15,292 +7%
WAP
30
Wealthcare Advisory Partners
Pennsylvania
$3.84M +$104K +5,765 +3%
Ameriprise
31
Ameriprise
Minnesota
$3.8M +$493K +27,217 +14%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$3.63M +$42.4K +2,342 +1%
GFG
33
Goldstone Financial Group
Illinois
$3.16M +$3.26M +179,898 New
NAM
34
NTV Asset Management
West Virginia
$3.11M +$349K +19,287 +12%
LCP
35
Larch Capital Partners
Florida
$3.09M +$168K +9,284 +6%
PAG
36
Private Advisor Group
New Jersey
$3.04M -$735K -40,577 -19%
KAS
37
Kestra Advisory Services
Texas
$2.93M +$151K +8,354 +5%
EH
38
Equitable Holdings
New York
$2.88M +$427K +23,546 +17%
William Blair & Company
39
William Blair & Company
Illinois
$2.84M -$31.4K -1,734 -1%
SA
40
Sanctuary Advisors
Indiana
$2.77M +$374K +20,641 +15%
Truist Financial
41
Truist Financial
North Carolina
$2.75M -$107K -5,929 -4%
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$2.74M -$26.1K -1,441 -0.9%
AIA
43
AssuredPartners Investment Advisors
Florida
$2.47M -$16.3K -899 -0.6%
CastleKeep Investment Advisors
44
CastleKeep Investment Advisors
Connecticut
$2.36M
MRP
45
Measured Risk Portfolios
California
$2.3M -$32.7K -1,803 -1%
SPC
46
Sigma Planning Corp
Michigan
$2.19M +$56.2K +3,102 +3%
IFG
47
Independent Financial Group
California
$2.05M +$121K +6,683 +6%
Wealth Enhancement Advisory Services
48
Wealth Enhancement Advisory Services
Minnesota
$2.02M +$9.89K +546 +0.5%
Lido Advisors
49
Lido Advisors
California
$2M -$30.2K -1,668 -1%
CPIG
50
Chicago Partners Investment Group
Illinois
$1.91M +$19K +1,047 +1%