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VanEck Preferred Securities ex Financials ETF
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Overview Fund Activity

113 hedge funds and large institutions have $160M invested in VanEck Preferred Securities ex Financials ETF in 2021 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 43 increasing their positions, 23 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
113
Holders Change
-3
Holders Change %
-2.59%
% of All Funds
1.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
43
Reduced
23
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PA
1
Procyon Advisors
Connecticut
$2.09M
2
1IA
2
1834 Investment Advisors
Wisconsin
$13M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$2.11M
4
Morgan Stanley
4
Morgan Stanley
New York
$8.99M
5
Sumitomo Mitsui Trust Group
5
Sumitomo Mitsui Trust Group
Japan
$8.14M

Top Sellers

1
SFBLI
1
Southern Farm Bureau Life Insurance
Mississippi
$0
2
XF
2
XML Financial
Maryland
$0
3
PT
3
Plimoth Trust
Massachusetts
$2.64M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$16.4M
5
CAM
5
Congress Asset Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FIA
76
Foundations Investment Advisors
Arizona
$205K +$919 +43 +0.5%
Bank of Montreal
77
Bank of Montreal
Ontario, Canada
$180K +$42.6K +2,000 +31%
PNC Financial Services Group
78
PNC Financial Services Group
Pennsylvania
$175K – – –
MMG
79
Monetary Management Group
Missouri
$171K – – –
GWM
80
Geneos Wealth Management
Colorado
$139K +$29.7K +1,400 +27%
IA
81
IFP Advisors
Florida
$107K – – –
GRP
82
Global Retirement Partners
California
$107K +$363 +17 +0.3%
William Blair & Company
83
William Blair & Company
Illinois
$97K – – –
OCM
84
Orion Capital Management
California
$96K -$85.3K -4,000 -47%
ACM
85
Anfield Capital Management
California
$83K +$83K +3,912 New
CFD
86
Creative Financial Designs
Indiana
$75K +$25.8K +1,210 +53%
SWM
87
Sugarloaf Wealth Management
Georgia
$62K -$73.6K -3,466 -54%
FWP
88
FAS Wealth Partners
Kansas
$62K – – –
LDFR
89
Lehman & Derafelo Financial Resources
Pennsylvania
$53K – – –
Rockefeller Capital Management
90
Rockefeller Capital Management
New York
$42K +$42K +2,010 New
ASN
91
Advisory Services Network
Georgia
$38K +$38K +1,800 New
DZ Bank
92
DZ Bank
Germany
$32K – – –
FHA
93
First Horizon Advisors
Tennessee
$30K +$272 +13 +0.9%
SPIA
94
Steward Partners Investment Advisory
New York
$29K – – –
KFI
95
Key Financial Inc
Pennsylvania
$22K – – –
APA
96
American Portfolios Advisors
New York
$21.5K +$21.5K +1,009 New
ACA
97
Atlas Capital Advisors
Wyoming
$21.4K – – –
First Manhattan
98
First Manhattan
New York
$21K -$25.2K -1,200 -55%
JPMorgan Chase & Co
99
JPMorgan Chase & Co
New York
$21K – – –
CAAS
100
Capital Asset Advisory Services
Michigan
$20K -$1.92K -90 -9%
2 3
4
5 6