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VanEck Preferred Securities ex Financials ETF
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Overview Fund Activity

73 hedge funds and large institutions have $87.5M invested in VanEck Preferred Securities ex Financials ETF in 2018 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 22 increasing their positions, 17 reducing their positions, and 7 closing their positions.

Holders
73
Holders Change
+9
Holders Change %
+14.06%
% of All Funds
1.67%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
16
Increased
22
Reduced
17
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$3.5M
2
Wells Fargo
2
Wells Fargo
California
$4.25M
3
LWS
3
Lucia Wealth Services
California
$1.9M
4
RRWA
4
Rainey & Randall Wealth Advisors
Florida
$1.61M
5
CWM
5
Cornerstone Wealth Management
Missouri
$6.52M

Top Sellers

1
NR
1
Newfound Research
Massachusetts
$4.64M
2
ACM
2
Aviance Capital Management
Florida
$3.55M
3
GI
3
Gradient Investments
Minnesota
$8.58M
4
BCM
4
Bluefin Capital Management
New York
$796K
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACI
51
Alpha Cubed Investments
California
$188K – – –
WTB
52
Washington Trust Bank
Washington
$173K – – –
GWM
53
Geneos Wealth Management
Colorado
$133K -$19.4K -1,000 -13%
MCM
54
Mainstay Capital Management
Michigan
$111K +$9.59K +496 +9%
CPIG
55
Chicago Partners Investment Group
Illinois
$85K +$1.21K +65 +1%
FANJ
56
Financial Architects (New Jersey)
New Jersey
$81K -$21.3K -1,098 -21%
NFG
57
Next Financial Group
Texas
$51K +$51K +2,610 New
TWA
58
TCI Wealth Advisors
Arizona
$48K – – –
William Blair & Company
59
William Blair & Company
Illinois
$44K – – –
US Bancorp
60
US Bancorp
Minnesota
$39K +$39K +2,000 New
SPIA
61
Steward Partners Investment Advisory
New York
$26K – – –
FGAM
62
Financial Gravity Asset Management
Texas
$26K +$26K +1,364 New
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$24K +$24K +1,217 New
CWSR
64
Chessman Wealth Strategies RIA
Texas
$14K +$14K +745 New
QAM
65
QCI Asset Management
New York
$12K – – –
PFGIA
66
Patriot Financial Group Insurance Agency
Massachusetts
$12K +$79 +4 +0.7%
CAL
67
Capital Analysts LLC
Pennsylvania
$11K – – –
ML
68
McAdam LLC
Pennsylvania
$10K – – –
SNT
69
Security National Trust
West Virginia
$9K – – –
Citigroup
70
Citigroup
New York
$7K – – –
WEC
71
Winslow Evans & Crocker
Massachusetts
$6K – – –
FDCDDQ
72
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.85K – – –
SWP
73
Stratos Wealth Partners
Ohio
$4K +$4K +200 New
Envestnet Asset Management
74
Envestnet Asset Management
Illinois
– -$192K -9,768 Closed
IAS
75
IMA Advisory Services
Colorado
– -$47K -2,404 Closed
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