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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 24 closing their positions.

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
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

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

Top Sellers

1
CWM
1
Comprehensive Wealth Management
Washington
$0
2
Raymond James Financial
2
Raymond James Financial
Florida
$29.2M
3
Ameriprise
3
Ameriprise
Minnesota
$7.48M
4
Bank of America
4
Bank of America
North Carolina
$51.9M
5
Stifel Financial
5
Stifel Financial
Missouri
$3.81M
Name Market Value Shares Shares
Change 		Shares
Change %
SWA
51
Sax Wealth Advisors
New Jersey
$1.47M 86,107 -108,772 -56%
MCA
52
MSH Capital Advisors
Arizona
$1.45M 84,519 +4,270 +5%
AWE
53
Avidian Wealth Enterprises
Texas
$1.43M 83,335 +5,621 +7%
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$1.42M 82,927 -306 -0.4%
SSWM
55
Sheets Smith Wealth Management
North Carolina
$1.36M 79,178 -2,451 -3%
SWMG
56
Signature Wealth Management Group
Georgia
$1.35M 78,984 +1,380 +2%
AI
57
Atria Investments
North Carolina
$1.3M 75,737 +17,166 +29%
DADC
58
D.A. Davidson & Co
Montana
$1.27M 74,166 -400 -0.5%
GWM
59
Geneos Wealth Management
Colorado
$1.23M 71,696 -62,847 -47%
Rockefeller Capital Management
60
Rockefeller Capital Management
New York
$1.16M 67,940 +6,934 +11%
Renaissance Technologies
61
Renaissance Technologies
New York
$1.12M 65,500 +50,000 +323%
IA
62
Inspire Advisors
Idaho
$1.04M 61,010 +512 +0.8%
EAM
63
Evanson Asset Management
California
$953K 55,679 +55,679 New
EWA
64
Etesian Wealth Advisors
Oregon
$941K 54,977 -1,767 -3%
MFGM
65
Marshall Financial Group (Maryland)
Maryland
$941K 54,308 -4,997 -8%
PIA
66
Powell Investment Advisors
Florida
$912K 53,244 -4,908 -8%
AWM
67
Apollon Wealth Management
South Carolina
$855K 49,914 -4,879 -9%
NA
68
NewEdge Advisors
Louisiana
$826K 48,239 +2,315 +5%
SIM
69
Stratos Investment Management
Ohio
$819K 47,845 +47,845 New
IAS
70
Insigneo Advisory Services
Florida
$795K 46,410 +3,363 +8%
RFN
71
Redwood Financial Network
Ohio
$789K 46,102 -18,590 -29%
SFS
72
Sowell Financial Services
Arkansas
$787K 45,955 -575 -1%
MAS
73
MPWM Advisory Solutions
Georgia
$784K 45,769 +16,526 +57%
TF
74
Tandem Financial
Colorado
$742K 43,323 – –
GIM
75
Guild Investment Management
California
$705K 41,180 -1,500 -4%
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3
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