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VanEck Preferred Securities ex Financials ETF
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Overview Fund Activity

149 hedge funds and large institutions have $375M invested in VanEck Preferred Securities ex Financials ETF in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 59 increasing their positions, 39 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
149
Holders Change
+6
Holders Change %
+4.2%
% of All Funds
2.38%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
23
Increased
59
Reduced
39
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCI
1
RS Crum Inc
California
$19M
2
Bank of America
2
Bank of America
North Carolina
$29.6M
3
Ameriprise
3
Ameriprise
Minnesota
$14.9M
4
Morgan Stanley
4
Morgan Stanley
New York
$31.3M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$20.1M

Top Sellers

1
MAWAG
1
Mid-American Wealth Advisory Group
Missouri
$576K
2
AWM
2
AE Wealth Management
Kansas
$230K
3
BFS
3
Bard Financial Services
Connecticut
$0
4
1IA
4
1834 Investment Advisors
Wisconsin
$2.24M
5
NA
5
NewEdge Advisors
Louisiana
$889K
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$3.1M +$776K +46,164 +33%
BFA
27
Brendel Financial Advisors
New Hampshire
$2.96M +$376K +22,365 +15%
FFWM
28
Future Financial Wealth Management
Ohio
$2.45M +$353 +21 +0%
CCA
29
Cadent Capital Advisors
Oklahoma
$2.37M +$2.37M +140,750 New
AWS
30
Atria Wealth Solutions
New York
$2.34M +$140K +8,318 +6%
1IA
31
1834 Investment Advisors
Wisconsin
$2.24M -$563K -33,511 -20%
WAP
32
Wealthcare Advisory Partners
Pennsylvania
$2.23M +$247K +14,664 +12%
NAM
33
NTV Asset Management
West Virginia
$2.22M +$8.41K +500 +0.4%
Lido Advisors
34
Lido Advisors
California
$2.16M -$263K -15,661 -11%
JPLA
35
Joseph P. Lucia & Associates
New York
$1.99M -$40.7K -2,424 -2%
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$1.96M +$1.96M +116,676 New
SSWM
37
Sheets Smith Wealth Management
North Carolina
$1.63M +$60.3K +3,585 +4%
IRC
38
Investors Research Corp
Georgia
$1.61M +$139K +8,296 +9%
PT
39
Plimoth Trust
Massachusetts
$1.56M -$61.7K -3,670 -4%
PIA
40
Powell Investment Advisors
Florida
$1.48M +$1.11K +66 +0.1%
SPIA
41
Steward Partners Investment Advisory
New York
$1.38M -$3.6K -214 -0.3%
CPIG
42
Chicago Partners Investment Group
Illinois
$1.38M +$176K +11,135 +15%
ARG
43
Advisory Resource Group
Oklahoma
$1.28M +$1.28M +76,084 New
DADC
44
D.A. Davidson & Co
Montana
$1.25M +$34.1K +2,031 +3%
PFS
45
Prospera Financial Services
Texas
$1.06M -$45.6K -2,715 -4%
MCA
46
MSH Capital Advisors
Arizona
$1.02M +$119K +7,105 +13%
NA
47
NewEdge Advisors
Louisiana
$889K -$453K -26,933 -34%
TWP
48
Tempus Wealth Planning
California
$841K +$841K +50,000 New
Thrivent Financial for Lutherans
49
Thrivent Financial for Lutherans
Minnesota
$824K -$130K -7,730 -14%
SWP
50
Stratos Wealth Partners
Ohio
$790K +$235K +13,968 +42%
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