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VanEck Preferred Securities ex Financials ETF

116 hedge funds and large institutions have $185M invested in VanEck Preferred Securities ex Financials ETF in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 56 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
Holders Change
+3
Holders Change %
+2.65%
% of All Funds
2.04%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
11
Increased
56
Reduced
17
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of Montreal
76
Bank of Montreal
Ontario, Canada
$214K +$32.3K +1,500 +18%
Bank of New York Mellon
77
Bank of New York Mellon
New York
$212K
LFAS
78
Level Four Advisory Services
Texas
$209K
FIA
79
Foundations Investment Advisors
Arizona
$209K +$6.81K +323 +3%
CIAS
80
Capital Investment Advisory Services
North Carolina
$197K -$16.8K -790 -8%
Fifth Third Bancorp
81
Fifth Third Bancorp
Ohio
$191K +$191K +9,000 New
GWM
82
Geneos Wealth Management
Colorado
$138K
PNC Financial Services Group
83
PNC Financial Services Group
Pennsylvania
$132K -$43.1K -2,020 -25%
GRP
84
Global Retirement Partners
California
$107K +$552 +26 +0.5%
IA
85
IFP Advisors
Florida
$104K
Barclays
86
Barclays
United Kingdom
$99K -$467K -22,102 -83%
OCM
87
Orion Capital Management
California
$95K
APA
88
American Portfolios Advisors
New York
$72.2K +$50.8K +2,394 +237%
William Blair & Company
89
William Blair & Company
Illinois
$68K -$29K -1,365 -30%
FWP
90
FAS Wealth Partners
Kansas
$62K
JPMorgan Chase & Co
91
JPMorgan Chase & Co
New York
$57K +$36.2K +1,700 +173%
LDFR
92
Lehman & Derafelo Financial Resources
Pennsylvania
$53K
Rockefeller Capital Management
93
Rockefeller Capital Management
New York
$53K +$11K +526 +26%
TWA
94
TCI Wealth Advisors
Arizona
$52K -$630K -29,696 -92%
SWM
95
Spire Wealth Management
Virginia
$42K +$42K +2,000 New
PFGIA
96
Patriot Financial Group Insurance Agency
Massachusetts
$40K +$40K +1,903 New
DZ Bank
97
DZ Bank
Germany
$32K
FHA
98
First Horizon Advisors
Tennessee
$30K +$372 +18 +1%
SPIA
99
Steward Partners Investment Advisory
New York
$28K
WWM
100
Wolff Wiese Magana
California
$23K +$4.59K +213 +25%