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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 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
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
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAS
Park Avenue Securities
New York
+$5.33M
2
GSWA
Good Steward Wealth Advisors
Tennessee
+$4.79M
3
QC
Quadrature Capital
United Kingdom
+$2.24M
4
BI
Ballast Inc
Kentucky
+$1.74M
5
Creative Planning
Creative Planning
Kansas
+$1.29M

Top Sellers

1
CWM
Comprehensive Wealth Management
Washington
-$35.8M
2
Raymond James Financial
Raymond James Financial
Florida
-$8.16M
3
Ameriprise
Ameriprise
Minnesota
-$7.5M
4
Bank of America
Bank of America
North Carolina
-$6.66M
5
Stifel Financial
Stifel Financial
Missouri
-$2.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
51
Sax Wealth Advisors
New Jersey
$1.47M -$1.86M -108,772 -56%
MCA
52
MSH Capital Advisors
Arizona
$1.45M +$73.1K +4,270 +5%
AWE
53
Avidian Wealth Enterprises
Texas
$1.43M +$96.2K +5,621 +7%
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$1.42M -$5.24K -306 -0.4%
SSWM
55
Sheets Smith Wealth Management
North Carolina
$1.36M -$42K -2,451 -3%
SWMG
56
Signature Wealth Management Group
Georgia
$1.35M +$23.6K +1,380 +2%
AI
57
Atria Investments
North Carolina
$1.3M +$294K +17,166 +29%
DADC
58
D.A. Davidson & Co
Montana
$1.27M -$6.85K -400 -0.5%
GWM
59
Geneos Wealth Management
Colorado
$1.23M -$1.08M -62,847 -47%
Rockefeller Capital Management
60
Rockefeller Capital Management
New York
$1.16M +$119K +6,934 +11%
Renaissance Technologies
61
Renaissance Technologies
New York
$1.12M +$856K +50,000 +323%
IA
62
Inspire Advisors
Idaho
$1.04M +$8.77K +512 +0.8%
EAM
63
Evanson Asset Management
California
$953K +$953K +55,679 New
EWA
64
Etesian Wealth Advisors
Oregon
$941K -$30.3K -1,767 -3%
MFGM
65
Marshall Financial Group (Maryland)
Maryland
$941K -$86.6K -4,997 -8%
PIA
66
Powell Investment Advisors
Florida
$912K -$84K -4,908 -8%
AWM
67
Apollon Wealth Management
South Carolina
$855K -$83.5K -4,879 -9%
NA
68
NewEdge Advisors
Louisiana
$826K +$39.6K +2,315 +5%
SIM
69
Stratos Investment Management
Ohio
$819K +$819K +47,845 New
IAS
70
Insigneo Advisory Services
Florida
$795K +$57.6K +3,363 +8%
RFN
71
Redwood Financial Network
Ohio
$789K -$318K -18,590 -29%
SFS
72
Sowell Financial Services
Arkansas
$787K -$9.84K -575 -1%
MAS
73
MPWM Advisory Solutions
Georgia
$784K +$283K +16,526 +57%
TF
74
Tandem Financial
Colorado
$742K – – –
GIM
75
Guild Investment Management
California
$705K -$25.7K -1,500 -4%
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