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VanEck Preferred Securities ex Financials ETF
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Overview Fund Activity

168 hedge funds and large institutions have $455M invested in VanEck Preferred Securities ex Financials ETF in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 54 increasing their positions, 52 reducing their positions, and 12 closing their positions.

Holders
168
Holders Change
+19
Holders Change %
+12.75%
% of All Funds
2.46%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
31
Increased
54
Reduced
52
Closed
12
Calls
$564K
Puts
$43K
Net Calls
+$521K
Net Calls Change
+$521K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$94.1M
2
LPL Financial
2
LPL Financial
California
$30M
3
Bank of America
3
Bank of America
North Carolina
$33.9M
4
CCP
4
Carmel Capital Partners
California
$3.22M
5
FCM
5
Fortis Capital Management
Washington
$2.78M

Top Sellers

1
PA
1
Procyon Advisors
Connecticut
$725K
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$6.65M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$7.9M
4
PAG
4
Private Advisor Group
New Jersey
$2.4M
5
Wells Fargo
5
Wells Fargo
California
$12.2M
Name Market Value Shares Shares
Change 		Shares
Change %
PFS
51
Prospera Financial Services
Texas
$1.12M 65,403 +2,563 +4%
PT
52
Plimoth Trust
Massachusetts
$984K 57,250 -35,437 -38%
MWA
53
Midland Wealth Advisors
Illinois
$926K 53,876 +53,876 New
SWP
54
Stratos Wealth Partners
Ohio
$882K 51,331 +4,312 +9%
TWP
55
Tempus Wealth Planning
California
$859K 50,000 – –
Thrivent Financial for Lutherans
56
Thrivent Financial for Lutherans
Minnesota
$842K 48,996 -163 -0.3%
WA
57
Wealth Alliance
New York
$796K 46,309 +8,750 +23%
DCM
58
Delta Capital Management
New Jersey
$757K 44,080 – –
AWM
59
Apollon Wealth Management
South Carolina
$739K 43,024 -35 -0.1%
RBFC
60
Roman Butler Fullerton & Co
Missouri
$733K 41,774 +6,771 +19%
CRWM
61
Castle Rock Wealth Management
California
$727K 42,292 +185 +0.4%
PA
62
Procyon Advisors
Connecticut
$725K 42,174 -939,665 -96%
BRWA
63
B. Riley Wealth Advisors
Florida
$694K 40,415 +40,415 New
Stifel Financial
64
Stifel Financial
Missouri
$681K 39,654 +1,672 +4%
HighTower Advisors
65
HighTower Advisors
Illinois
$651K 37,920 -7,878 -17%
PFA
66
Pathway Financial Advisers
Indiana
$605K 35,220 -763 -2%
MAWAG
67
Mid-American Wealth Advisory Group
Missouri
$601K 34,995 -980 -3%
EWA
68
Etesian Wealth Advisors
Oregon
$582K 33,720 +33,720 New
PIMG
69
Patriot Investment Management Group
Tennessee
$581K 33,814 -3,869 -10%
MCM
70
Mainstay Capital Management
Michigan
$536K 31,193 +4,698 +18%
HWM
71
Howard Wealth Management
Connecticut
$525K 30,585 +12,940 +73%
AA
72
Apriem Advisors
California
$520K 30,250 -1,400 -4%
BCWM
73
Bartlett & Co Wealth Management
Ohio
$512K 29,386 +29,386 New
BC
74
Bartlett & Co
Ohio
$507K 29,386 +29,386 New
AWE
75
Avidian Wealth Enterprises
Texas
$497K 28,941 -587 -2%
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