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VanEck Preferred Securities ex Financials ETF
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Overview Fund Activity

187 hedge funds and large institutions have $518M invested in VanEck Preferred Securities ex Financials ETF in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 76 increasing their positions, 57 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
-3
Holders Change %
-1.58%
% of All Funds
2.54%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
19
Increased
76
Reduced
57
Closed
19
Calls
$1.11M
Puts
$34K
Net Calls
+$1.07M
Net Calls Change
+$884K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$41.2M
2
CastleKeep Investment Advisors
2
CastleKeep Investment Advisors
Connecticut
$2.25M
3
CIA
3
Concurrent Investment Advisors
Florida
$5.35M
4
EH
4
Equitable Holdings
New York
$1.49M
5
SPIA
5
Steward Partners Investment Advisory
New York
$4.65M

Top Sellers

1
RCI
1
RS Crum Inc
California
$0
2
Raymond James Financial
2
Raymond James Financial
Florida
$36.5M
3
PAS
3
Park Avenue Securities
New York
$0
4
KAS
4
Kestra Advisory Services
Texas
$2.74M
5
FFWM
5
Future Financial Wealth Management
Ohio
$624K
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
51
Cetera Investment Advisers
Illinois
$1.39M +$96.6K +5,762 +7%
SSWM
52
Sheets Smith Wealth Management
North Carolina
$1.37M -$11K -659 -0.8%
MCA
53
MSH Capital Advisors
Arizona
$1.34M +$24.6K +1,468 +2%
Mariner
54
Mariner
Kansas
$1.32M +$400K +23,847 +43%
AWE
55
Avidian Wealth Enterprises
Texas
$1.3M +$145K +8,630 +12%
SWMG
56
Signature Wealth Management Group
Georgia
$1.3M -$1.24K -74 -0.1%
DADC
57
D.A. Davidson & Co
Montana
$1.25M +$63.6K +3,796 +5%
RFN
58
Redwood Financial Network
Ohio
$1.08M +$11.3K +676 +1%
Rockefeller Capital Management
59
Rockefeller Capital Management
New York
$1.02M -$2.9K -173 -0.3%
IA
60
Inspire Advisors
Idaho
$1.01M +$1.01M +60,498 New
MFGM
61
Marshall Financial Group (Maryland)
Maryland
$994K -$59.5K -3,550 -6%
AI
62
Atria Investments
North Carolina
$982K +$6.94K +414 +0.7%
PIA
63
Powell Investment Advisors
Florida
$975K +$369 +22 +0%
EWA
64
Etesian Wealth Advisors
Oregon
$951K +$129K +7,702 +16%
SWP
65
Stratos Wealth Partners
Ohio
$936K +$13.1K +779 +1%
AWM
66
Apollon Wealth Management
South Carolina
$918K -$506K -30,183 -36%
GFPC
67
Global Financial Private Client
Florida
$881K -$31.5K -1,880 -3%
MWA
68
Midland Wealth Advisors
Illinois
$857K – – –
Mirae Asset Global Investments
69
Mirae Asset Global Investments
South Korea
$792K -$236K -13,954 -23%
SPC
70
Sigma Planning Corp
Michigan
$785K +$785K +46,865 New
SFS
71
Sowell Financial Services
Arkansas
$780K +$51.5K +3,070 +7%
NA
72
NewEdge Advisors
Louisiana
$770K +$1.19K +71 +0.2%
TF
73
Tandem Financial
Colorado
$726K +$183K +10,900 +34%
IAS
74
Insigneo Advisory Services
Florida
$721K +$12.9K +767 +2%
GIM
75
Guild Investment Management
California
$715K -$16.8K -1,000 -2%
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3
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