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VanEck Preferred Securities ex Financials ETF

209 hedge funds and large institutions have $587M invested in VanEck Preferred Securities ex Financials ETF in 2025 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 88 increasing their positions, 58 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 12

52% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 58

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

12% more capital invested

Capital invested by funds: $523M → $587M (+$64.6M)

10% more funds holding

Funds holding: 190209 (+19)

1.95% more ownership

Funds ownership: 27.03%28.98% (+2%)

Holders
209
Holders Change
+19
Holders Change %
+10%
% of All Funds
2.54%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
31
Increased
88
Reduced
58
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
51
Creative Planning
Kansas
$1.88M +$332K +18,734 +21%
OIA
52
OneDigital Investment Advisors
Kansas
$1.78M +$1.41M +79,706 +379%
MCA
53
MSH Capital Advisors
Arizona
$1.78M +$217K +12,223 +14%
GC
54
Guggenheim Capital
Illinois
$1.74M +$114K +6,457 +7%
Mariner
55
Mariner
Kansas
$1.68M -$360K -20,342 -18%
MFP
56
Meridian Financial Partners
Virginia
$1.63M +$73.7K +4,162 +5%
JPLA
57
Joseph P. Lucia & Associates
New York
$1.55M -$136K -7,696 -8%
AWE
58
Avidian Wealth Enterprises
Texas
$1.54M +$9.99K +564 +0.7%
HWM
59
Howard Wealth Management
Connecticut
$1.52M -$90.3K -5,096 -6%
IA
60
Integrity Alliance
Iowa
$1.49M +$32K +1,809 +2%
Stifel Financial
61
Stifel Financial
Missouri
$1.48M +$8.84K +499 +0.6%
Cetera Investment Advisers
62
Cetera Investment Advisers
Illinois
$1.46M -$127K -7,196 -8%
RIA
63
Rhodes Investment Advisors
Texas
$1.45M +$1.45M +82,069 New
DADC
64
D.A. Davidson & Co
Montana
$1.44M +$93.1K +5,256 +7%
AI
65
Atria Investments
North Carolina
$1.43M +$72.6K +4,098 +5%
PIWA
66
Prevail Innovative Wealth Advisors
Kansas
$1.4M +$1.4M +79,064 New
SWMG
67
Signature Wealth Management Group
Georgia
$1.4M -$5.28K -298 -0.4%
SSWM
68
Sheets Smith Wealth Management
North Carolina
$1.35M -$23.9K -1,348 -2%
HighTower Advisors
69
HighTower Advisors
Illinois
$1.34M +$402K +22,698 +43%
IAS
70
Insigneo Advisory Services
Florida
$1.34M +$444K +25,035 +49%
SWA
71
Sax Wealth Advisors
New Jersey
$1.34M -$79.5K -4,489 -6%
Citadel Advisors
72
Citadel Advisors
Florida
$1.22M +$1.23M +69,307 New
GWM
73
Geneos Wealth Management
Colorado
$1.18M -$52.2K -2,948 -4%
FCM
74
Fortis Capital Management
Washington
$1.07M -$89.4K -5,047 -8%
IA
75
Inspire Advisors
Idaho
$1.05M -$32.7K -1,848 -3%