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VanEck Preferred Securities ex Financials ETF

212 hedge funds and large institutions have $631M invested in VanEck Preferred Securities ex Financials ETF in 2026 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 95 increasing their positions, 65 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 65

44% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 16

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

7% more capital invested

Capital invested by funds: $587M → $631M (+$43.8M)

1% more funds holding

Funds holding: 209212 (+3)

0.82% more ownership

Funds ownership: 28.98%29.8% (+0.82%)

Holders
212
Holders Change
+3
Holders Change %
+1.44%
% of All Funds
2.61%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
23
Increased
95
Reduced
65
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFP
51
Meridian Financial Partners
Virginia
$1.9M +$341K +18,791 +21%
Mirae Asset Global Investments
52
Mirae Asset Global Investments
South Korea
$1.88M +$1.1M +60,450 +130%
Creative Planning
53
Creative Planning
Kansas
$1.81M -$63.5K -3,507 -3%
GC
54
Guggenheim Capital
Illinois
$1.8M +$77.5K +4,278 +4%
MCA
55
MSH Capital Advisors
Arizona
$1.76M -$1.41K -78 -0.1%
OIA
56
OneDigital Investment Advisors
Kansas
$1.71M -$54.3K -2,999 -3%
Cetera Investment Advisers
57
Cetera Investment Advisers
Illinois
$1.63M +$181K +10,000 +12%
GIM
58
Guild Investment Management
California
$1.57M +$809K +44,630 +100%
Stifel Financial
59
Stifel Financial
Missouri
$1.55M +$88K +4,859 +6%
HWM
60
Howard Wealth Management
Connecticut
$1.55M +$37.5K +2,069 +2%
DADC
61
D.A. Davidson & Co
Montana
$1.54M +$107K +5,887 +7%
JPLA
62
Joseph P. Lucia & Associates
New York
$1.51M -$38.5K -2,125 -2%
Janney Montgomery Scott
63
Janney Montgomery Scott
Pennsylvania
$1.49M +$969K +53,468 +169%
IAS
64
Insigneo Advisory Services
Florida
$1.46M +$136K +7,488 +10%
SWMG
65
Signature Wealth Management Group
Georgia
$1.45M +$61.8K +3,413 +4%
RIA
66
Rhodes Investment Advisors
Texas
$1.41M -$32.6K -1,800 -2%
IA
67
Integrity Alliance
Iowa
$1.4M -$84.6K -4,668 -6%
AI
68
Atria Investments
North Carolina
$1.38M -$45K -2,483 -3%
SSWM
69
Sheets Smith Wealth Management
North Carolina
$1.37M +$30.2K +1,665 +2%
CWRP
70
Cassady Wealth & Retirement Planning
Nevada
$1.36M +$581K +32,055 +77%
SWA
71
Sax Wealth Advisors
New Jersey
$1.34M
AWE
72
Avidian Wealth Enterprises
Texas
$1.32M -$211K -11,648 -13%
PCP
73
Proficio Capital Partners
Massachusetts
$1.23M +$329K +18,155 +35%
TF
74
Tandem Financial
Colorado
$1.18M +$628K +34,634 +107%
FCM
75
Fortis Capital Management
Washington
$1.07M +$5.87K +324 +0.5%