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VanEck Preferred Securities ex Financials ETF
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Overview Fund Activity

135 hedge funds and large institutions have $217M invested in VanEck Preferred Securities ex Financials ETF in 2021 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 50 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
135
Holders Change
+19
Holders Change %
+16.38%
% of All Funds
2.08%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
28
Increased
50
Reduced
26
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$13.6M
2
Wells Fargo
2
Wells Fargo
California
$11.3M
3
SA
3
Stewardship Advisors
Pennsylvania
$1.55M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$5.29M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$5.74M

Top Sellers

1
CPIG
1
Chicago Partners Investment Group
Illinois
$320K
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.64M
3
RG
3
Retirement Group
California
$414K
4
Sumitomo Mitsui Trust Group
4
Sumitomo Mitsui Trust Group
Japan
$4.52M
5
SWM
5
Stockman Wealth Management
Montana
$1.81M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWSM
76
First Wilshire Securities Management
California
$313K – – –
BAM
77
Belpointe Asset Management
Nevada
$303K +$303K +13,871 New
SBIA
78
Sheaff Brock Investment Advisors
Indiana
$296K +$5.48K +250 +2%
SA
79
SWM Advisors
Florida
$294K +$294K +14,240 New
FIA
80
Foundations Investment Advisors
Arizona
$290K +$76.1K +3,528 +36%
1WM
81
1900 Wealth Management
Texas
$289K -$371K -16,960 -56%
SPC
82
Sigma Planning Corp
Michigan
$288K +$59.5K +2,717 +26%
MA
83
MUFG Americas
New York
$282K – – –
SCA
84
STALEY CAPITAL ADVISERS
Pennsylvania
$280K – – –
SWM
85
SeaCrest Wealth Management
New York
$270K – – –
GAM
86
Gould Asset Management
California
$263K +$37.7K +1,720 +17%
Bank of New York Mellon
87
Bank of New York Mellon
New York
$257K +$38.2K +1,746 +17%
IWA
88
IBEX Wealth Advisors
New Jersey
$246K – – –
SFG
89
Summit Financial Group
West Virginia
$228K +$228K +10,420 New
PA
90
Parallel Advisors
California
$227K -$156K -7,100 -41%
LFAS
91
Level Four Advisory Services
Texas
$216K – – –
EWM
92
Executive Wealth Management
Michigan
$208K +$208K +9,535 New
SYBT
93
Stock Yards Bank & Trust
Kentucky
$205K +$205K +9,378 New
CIAS
94
Capital Investment Advisory Services
North Carolina
$203K – – –
APW
95
Aurora Private Wealth
New Jersey
$201K +$201K +9,206 New
PAG
96
Private Advisor Group
New Jersey
$200K +$200K +9,129 New
Bank of Montreal
97
Bank of Montreal
Ontario, Canada
$187K -$31.4K -1,429 -14%
GWM
98
Geneos Wealth Management
Colorado
$143K – – –
PNC Financial Services Group
99
PNC Financial Services Group
Pennsylvania
$136K – – –
IA
100
IFP Advisors
Florida
$110K – – –
2 3
4
5 6