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VanEck Preferred Securities ex Financials ETF
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Overview Fund Activity

168 hedge funds and large institutions have $455M invested in VanEck Preferred Securities ex Financials ETF in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 54 increasing their positions, 52 reducing their positions, and 12 closing their positions.

Holders
168
Holders Change
+19
Holders Change %
+12.75%
% of All Funds
2.46%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
31
Increased
54
Reduced
52
Closed
12
Calls
$564K
Puts
$43K
Net Calls
+$521K
Net Calls Change
+$521K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$94.1M
2
LPL Financial
2
LPL Financial
California
$30M
3
Bank of America
3
Bank of America
North Carolina
$33.9M
4
CCP
4
Carmel Capital Partners
California
$3.22M
5
FCM
5
Fortis Capital Management
Washington
$2.78M

Top Sellers

1
PA
1
Procyon Advisors
Connecticut
$725K
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$6.65M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$7.9M
4
PAG
4
Private Advisor Group
New Jersey
$2.4M
5
Wells Fargo
5
Wells Fargo
California
$12.2M
Name Market Value Shares Shares
Change 		Shares
Change %
SCI
26
Silver Coast Investments
United States
$3.21M 186,689 +186,689 New
CIA
27
Concurrent Investment Advisors
Florida
$3.04M 177,195 +177,195 New
BFA
28
Brendel Financial Advisors
New Hampshire
$3M 174,441 -1,577 -0.9%
Lido Advisors
29
Lido Advisors
California
$2.9M 168,538 +39,987 +31%
FCM
30
Fortis Capital Management
Washington
$2.78M 161,743 +161,743 New
FFWM
31
Future Financial Wealth Management
Ohio
$2.72M 158,433 +12,570 +9%
SWA
32
Sax Wealth Advisors
New Jersey
$2.68M 155,848 +155,848 New
WAP
33
Wealthcare Advisory Partners
Pennsylvania
$2.49M 144,973 +12,226 +9%
Truist Financial
34
Truist Financial
North Carolina
$2.47M 143,549 +132,099 +1,154%
CCA
35
Cadent Capital Advisors
Oklahoma
$2.47M 143,485 +2,735 +2%
PAG
36
Private Advisor Group
New Jersey
$2.4M 139,453 -114,774 -45%
NAM
37
NTV Asset Management
West Virginia
$2.1M 122,349 -9,801 -7%
AWS
38
Atria Wealth Solutions
New York
$1.96M 114,256 -24,996 -18%
JPLA
39
Joseph P. Lucia & Associates
New York
$1.95M 113,412 -5,126 -4%
IRC
40
Investors Research Corp
Georgia
$1.81M 105,440 +9,547 +10%
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$1.79M 104,460 -12,216 -10%
SPIA
42
Steward Partners Investment Advisory
New York
$1.75M 102,129 +19,976 +24%
1IA
43
1834 Investment Advisors
Wisconsin
$1.66M 96,644 -36,493 -27%
SSWM
44
Sheets Smith Wealth Management
North Carolina
$1.6M 93,007 -4,142 -4%
CPIG
45
Chicago Partners Investment Group
Illinois
$1.5M 86,574 -858 -1%
PIA
46
Powell Investment Advisors
Florida
$1.42M 82,798 -5,159 -6%
ARG
47
Advisory Resource Group
Oklahoma
$1.31M 76,071 -13 -0%
SWMG
48
Signature Wealth Management Group
Georgia
$1.24M 72,027 +72,027 New
DADC
49
D.A. Davidson & Co
Montana
$1.19M 69,242 -4,893 -7%
MCA
50
MSH Capital Advisors
Arizona
$1.15M 66,914 +6,174 +10%
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