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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 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
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
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAS
Park Avenue Securities
New York
$5.33M
2
GSWA
Good Steward Wealth Advisors
Tennessee
$8.54M
3
QC
Quadrature Capital
United Kingdom
$2.24M
4
BI
Ballast Inc
Kentucky
$1.74M
5
Creative Planning
Creative Planning
Kansas
$1.53M

Top Sellers

1
CWM
Comprehensive Wealth Management
Washington
$0
2
Raymond James Financial
Raymond James Financial
Florida
$29.2M
3
Ameriprise
Ameriprise
Minnesota
$7.48M
4
Bank of America
Bank of America
North Carolina
$51.9M
5
Stifel Financial
Stifel Financial
Missouri
$3.81M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$3.43M -$664K -38,791 -16%
Jones Financial Companies
27
Jones Financial Companies
Missouri
$3.19M +$437K +25,511 +16%
PAG
28
Private Advisor Group
New Jersey
$3.1M +$108K +6,292 +4%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$3.05M -$1.43M -83,800 -32%
Truist Financial
30
Truist Financial
North Carolina
$2.89M -$34.3K -2,003 -1%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$2.8M +$2.26K +132 +0.1%
KAS
32
Kestra Advisory Services
Texas
$2.77M -$32.9K -1,923 -1%
BFA
33
Brendel Financial Advisors
New Hampshire
$2.5M +$70.2K +4,101 +3%
FCM
34
Fortis Capital Management
Washington
$2.48M -$650K -37,953 -21%
Sumitomo Mitsui Trust Group
35
Sumitomo Mitsui Trust Group
Japan
$2.34M -$930K -54,315 -28%
MRP
36
Measured Risk Portfolios
California
$2.33M +$35K +2,043 +2%
CastleKeep Investment Advisors
37
CastleKeep Investment Advisors
Connecticut
$2.3M – – –
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$2.3M -$315K -18,120 -12%
QC
39
Quadrature Capital
United Kingdom
$2.24M +$2.24M +130,881 New
NAM
40
NTV Asset Management
West Virginia
$2.11M +$341K +19,900 +19%
Mariner
41
Mariner
Kansas
$1.93M +$582K +33,981 +43%
CPIG
42
Chicago Partners Investment Group
Illinois
$1.87M +$13.6K +774 +0.7%
AWS
43
Atria Wealth Solutions
New York
$1.85M +$175K +10,152 +10%
EH
44
Equitable Holdings
New York
$1.8M +$280K +16,326 +18%
SPC
45
Sigma Planning Corp
Michigan
$1.77M +$970K +56,675 +121%
JPLA
46
Joseph P. Lucia & Associates
New York
$1.74M -$26.2K -1,530 -1%
BI
47
Ballast Inc
Kentucky
$1.74M +$1.74M +101,408 New
Creative Planning
48
Creative Planning
Kansas
$1.53M +$1.29M +75,220 +522%
HWM
49
Howard Wealth Management
Connecticut
$1.52M -$86.6K -5,058 -5%
GC
50
Guggenheim Capital
Illinois
$1.52M +$92.8K +5,421 +7%
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