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VanEck Preferred Securities ex Financials ETF
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Overview Fund Activity

180 hedge funds and large institutions have $574M invested in VanEck Preferred Securities ex Financials ETF in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 71 increasing their positions, 55 reducing their positions, and 16 closing their positions.

Holders
180
Holders Change
+1
Holders Change %
+0.56%
% of All Funds
2.6%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
19
Increased
71
Reduced
55
Closed
16
Calls
$243K
Puts
$157K
Net Calls
+$86K
Net Calls Change
-$136K

Top Buyers

1
CWM
1
Comprehensive Wealth Management
Washington
$41.1M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$29M
3
Wells Fargo
3
Wells Fargo
California
$24.6M
4
Morgan Stanley
4
Morgan Stanley
New York
$57.7M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$17.4M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$18.1M
2
Bank of America
2
Bank of America
North Carolina
$62.4M
3
MWM
3
MY Wealth Management
Maryland
$0
4
UBS Group
4
UBS Group
Switzerland
$4.16M
5
ARG
5
Advisory Resource Group
Oklahoma
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
26
Concurrent Investment Advisors
Florida
$4.12M +$941K +51,548 +30%
Sumitomo Mitsui Trust Group
27
Sumitomo Mitsui Trust Group
Japan
$3.77M +$86K +4,709 +2%
FCM
28
Fortis Capital Management
Washington
$3.72M +$178K +9,746 +5%
Osaic Holdings
29
Osaic Holdings
Arizona
$3.49M -$45K -2,466 -1%
SWA
30
Sax Wealth Advisors
New Jersey
$3.46M +$107K +5,851 +3%
SPIA
31
Steward Partners Investment Advisory
New York
$3.4M +$337K +18,431 +11%
FFWM
32
Future Financial Wealth Management
Ohio
$3.25M +$213K +11,643 +7%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$3.05M -$751K -41,148 -20%
Truist Financial
34
Truist Financial
North Carolina
$2.91M +$138K +7,563 +5%
WAP
35
Wealthcare Advisory Partners
Pennsylvania
$2.9M +$44.2K +2,418 +2%
IRC
36
Investors Research Corp
Georgia
$2.8M +$388K +21,240 +16%
BFA
37
Brendel Financial Advisors
New Hampshire
$2.79M -$325K -17,786 -10%
PAG
38
Private Advisor Group
New Jersey
$2.66M +$113K +6,164 +4%
NAM
39
NTV Asset Management
West Virginia
$2.31M -$36.5K -2,000 -2%
AWS
40
Atria Wealth Solutions
New York
$1.99M -$170K -9,319 -8%
JPLA
41
Joseph P. Lucia & Associates
New York
$1.92M -$80K -4,383 -4%
SA
42
Sanctuary Advisors
Indiana
$1.8M +$255K +14,128 +17%
CPIG
43
Chicago Partners Investment Group
Illinois
$1.79M +$48.8K +2,695 +3%
AFP
44
Ausdal Financial Partners
Iowa
$1.71M -$128 -7 -0%
Lido Advisors
45
Lido Advisors
California
$1.62M -$49.9K -2,732 -3%
CCA
46
Cadent Capital Advisors
Oklahoma
$1.57M +$30.2K +1,655 +2%
SSWM
47
Sheets Smith Wealth Management
North Carolina
$1.51M -$7.18K -393 -0.5%
MCA
48
MSH Capital Advisors
Arizona
$1.46M +$41.7K +2,285 +3%
AWM
49
Apollon Wealth Management
South Carolina
$1.4M +$554K +30,348 +65%
SWMG
50
Signature Wealth Management Group
Georgia
$1.39M +$72.5K +3,971 +6%
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