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VanEck Preferred Securities ex Financials ETF
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Overview Fund Activity

116 hedge funds and large institutions have $146M invested in VanEck Preferred Securities ex Financials ETF in 2021 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 42 increasing their positions, 27 reducing their positions, and 11 closing their positions.

Holders
116
Holders Change
+13
Holders Change %
+12.62%
% of All Funds
2.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
42
Reduced
27
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$16.7M
2
1IA
2
1834 Investment Advisors
Wisconsin
$11M
3
SSWM
3
Sheets Smith Wealth Management
North Carolina
$1.88M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$4.5M
5
LPL Financial
5
LPL Financial
California
$14.3M

Top Sellers

1
CAM
1
Congress Asset Management
Massachusetts
$644K
2
Sumitomo Mitsui Trust Group
2
Sumitomo Mitsui Trust Group
Japan
$6.58M
3
PT
3
Plimoth Trust
Massachusetts
$3.48M
4
BWM
4
BCS Wealth Management
Tennessee
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FIA
76
Foundations Investment Advisors
Arizona
$200K +$200K +9,544 New
SFS
77
Sowell Financial Services
Arkansas
$184K – – –
OCM
78
Orion Capital Management
California
$177K – – –
PNC Financial Services Group
79
PNC Financial Services Group
Pennsylvania
$170K – – –
MMG
80
Monetary Management Group
Missouri
$166K +$51.9K +2,500 +45%
Bank of Montreal
81
Bank of Montreal
Ontario, Canada
$135K – – –
AAM
82
Advisors Asset Management
Colorado
$133K +$133K +6,414 New
AWM
83
Accel Wealth Management
Iowa
$132K +$132K +6,345 New
GWM
84
Geneos Wealth Management
Colorado
$108K – – –
IA
85
IFP Advisors
Florida
$104K – – –
GRP
86
Global Retirement Partners
California
$104K +$1.04K +50 +1%
William Blair & Company
87
William Blair & Company
Illinois
$95K – – –
GAM
88
Grandview Asset Management
Pennsylvania
$93K +$93K +4,448 New
FWP
89
FAS Wealth Partners
Kansas
$61K +$503 +24 +0.8%
BW
90
Bison Wealth
Georgia
$54K +$54K +2,600 New
LDFR
91
Lehman & Derafelo Financial Resources
Pennsylvania
$52K – – –
CFD
92
Creative Financial Designs
Indiana
$48K +$584 +28 +1%
First Manhattan
93
First Manhattan
New York
$45K +$45K +2,200 New
CWC
94
Carolinas Wealth Consulting
North Carolina
$40K +$498 +24 +1%
DZ Bank
95
DZ Bank
Germany
$31K – – –
FHA
96
First Horizon Advisors
Tennessee
$29K +$29K +1,421 New
GWSG
97
GPS Wealth Strategies Group
Colorado
$29K +$29K +1,436 New
SPIA
98
Steward Partners Investment Advisory
New York
$27.8K – – –
KFI
99
Key Financial Inc
Pennsylvania
$21K – – –
CAAS
100
Capital Asset Advisory Services
Michigan
$21K +$1.84K +90 +10%
2 3
4
5 6