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VanEck Preferred Securities ex Financials ETF

183 hedge funds and large institutions have $467M invested in VanEck Preferred Securities ex Financials ETF in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 64 increasing their positions, 59 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

12% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 25

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
183
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$5.33M
2 +$4.79M
3 +$2.24M
4
BI
Ballast Inc
Kentucky
+$1.74M
5
Creative Planning
Creative Planning
Kansas
+$1.29M

Top Sellers

1 -$35.8M
2 -$8.16M
3 -$7.5M
4
Bank of America
Bank of America
North Carolina
-$6.66M
5
Stifel Financial
Stifel Financial
Missouri
-$2.54M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$3.43M
Jones Financial Companies
27
Jones Financial Companies
Missouri
$3.19M
PAG
28
Private Advisor Group
New Jersey
$3.1M
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$3.05M
Truist Financial
30
Truist Financial
North Carolina
$2.89M
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$2.8M
KAS
32
Kestra Advisory Services
Texas
$2.77M
BFA
33
Brendel Financial Advisors
New Hampshire
$2.5M
FCM
34
Fortis Capital Management
Washington
$2.48M
Sumitomo Mitsui Trust Group
35
Sumitomo Mitsui Trust Group
Japan
$2.34M
MRP
36
Measured Risk Portfolios
California
$2.33M
CastleKeep Investment Advisors
37
CastleKeep Investment Advisors
Connecticut
$2.3M
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$2.3M
QC
39
Quadrature Capital
United Kingdom
$2.24M
NAM
40
NTV Asset Management
West Virginia
$2.11M
Mariner
41
Mariner
Kansas
$1.93M
CPIG
42
Chicago Partners Investment Group
Illinois
$1.87M
AWS
43
Atria Wealth Solutions
New York
$1.85M
EH
44
Equitable Holdings
New York
$1.8M
SPC
45
Sigma Planning Corp
Michigan
$1.77M
JPLA
46
Joseph P. Lucia & Associates
New York
$1.74M
BI
47
Ballast Inc
Kentucky
$1.74M
Creative Planning
48
Creative Planning
Kansas
$1.53M
HWM
49
Howard Wealth Management
Connecticut
$1.52M
GC
50
Guggenheim Capital
Illinois
$1.52M