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VanEck Preferred Securities ex Financials ETF

149 hedge funds and large institutions have $375M invested in VanEck Preferred Securities ex Financials ETF in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 59 increasing their positions, 39 reducing their positions, and 15 closing their positions.

Holders
149
Holders Change
+6
Holders Change %
+4.2%
% of All Funds
2.38%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
23
Increased
59
Reduced
39
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HighTower Advisors
51
HighTower Advisors
Illinois
$769K +$769K +45,798 New
DCM
52
Delta Capital Management
New Jersey
$741K -$42K -2,500 -5%
AWM
53
Apollon Wealth Management
South Carolina
$724K +$51.7K +3,076 +8%
CRWM
54
Castle Rock Wealth Management
California
$669K +$50.2K +3,159 +8%
Stifel Financial
55
Stifel Financial
Missouri
$638K +$74.5K +4,429 +13%
PIMG
56
Patriot Investment Management Group
Tennessee
$633K +$633K +37,683 New
WA
57
Wealth Alliance
New York
$631K +$20.4K +1,215 +3%
FAIM
58
Financial Advocates Investment Management
Washington
$615K +$615K +22,870 New
PFA
59
Pathway Financial Advisers
Indiana
$605K +$605K +35,983 New
Janney Montgomery Scott
60
Janney Montgomery Scott
Pennsylvania
$576K -$4.29K -255 -0.7%
MAWAG
61
Mid-American Wealth Advisory Group
Missouri
$576K -$5.8M -362,423 -91%
RBFC
62
Roman Butler Fullerton & Co
Missouri
$562K +$101K +6,274 +22%
SWM
63
Stockman Wealth Management
Montana
$542K -$75.6K -4,500 -12%
AA
64
Apriem Advisors
California
$532K +$16.8K +1,000 +3%
AWE
65
Avidian Wealth Enterprises
Texas
$496K -$320K -19,062 -39%
CWP
66
Core Wealth Partners
California
$474K +$3.63K +216 +0.8%
MCM
67
Mainstay Capital Management
Michigan
$445K -$101K -6,013 -18%
EH
68
Equitable Holdings
New York
$443K -$58.2K -3,464 -12%
TYCC
69
Texas Yale Capital Corp
Florida
$433K -$90.4K -5,375 -17%
CCG
70
Cypress Capital Group
Florida
$423K -$90.1K -5,357 -18%
SPC
71
Sigma Planning Corp
Michigan
$385K +$9.09K +541 +2%
PPW
72
Pasadena Private Wealth
California
$368K +$7.06K +420 +2%
MPWT
73
MassMutual Private Wealth & Trust
Connecticut
$352K +$19.7K +1,170 +6%
CAN
74
Cetera Advisor Networks
California
$331K +$113K +6,717 +52%
PA
75
Pinnacle Associates
New York
$311K -$28.6K -1,700 -8%