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VanEck Preferred Securities ex Financials ETF

183 hedge funds and large institutions have $467M invested in VanEck Preferred Securities ex Financials ETF in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 64 increasing their positions, 59 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

12% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 25

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
183
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$5.33M
2 +$4.79M
3 +$2.24M
4
BI
Ballast Inc
Kentucky
+$1.74M
5
Creative Planning
Creative Planning
Kansas
+$1.29M

Top Sellers

1 -$35.8M
2 -$8.16M
3 -$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
Change in
Stake
SWA
51
Sax Wealth Advisors
New Jersey
$1.47M
MCA
52
MSH Capital Advisors
Arizona
$1.45M
AWE
53
Avidian Wealth Enterprises
Texas
$1.43M
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$1.42M
SSWM
55
Sheets Smith Wealth Management
North Carolina
$1.36M
SWMG
56
Signature Wealth Management Group
Georgia
$1.35M
AI
57
Atria Investments
North Carolina
$1.3M
DADC
58
D.A. Davidson & Co
Montana
$1.27M
GWM
59
Geneos Wealth Management
Colorado
$1.23M
Rockefeller Capital Management
60
Rockefeller Capital Management
New York
$1.16M
Renaissance Technologies
61
Renaissance Technologies
New York
$1.12M
IA
62
Inspire Advisors
Idaho
$1.04M
EAM
63
Evanson Asset Management
California
$953K
EWA
64
Etesian Wealth Advisors
Oregon
$941K
MFGM
65
Marshall Financial Group (Maryland)
Maryland
$941K
PIA
66
Powell Investment Advisors
Florida
$912K
AWM
67
Apollon Wealth Management
South Carolina
$855K
NA
68
NewEdge Advisors
Louisiana
$826K
SIM
69
Stratos Investment Management
Ohio
$819K
IAS
70
Insigneo Advisory Services
Florida
$795K
RFN
71
Redwood Financial Network
Ohio
$789K
SFS
72
Sowell Financial Services
Arkansas
$787K
MAS
73
MPWM Advisory Solutions
Georgia
$784K
TF
74
Tandem Financial
Colorado
$742K
GIM
75
Guild Investment Management
California
$705K