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VanEck Preferred Securities ex Financials ETF
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Overview Fund Activity

140 hedge funds and large institutions have $193M invested in VanEck Preferred Securities ex Financials ETF in 2022 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 43 increasing their positions, 47 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
140
Holders Change
+11
Holders Change %
+8.53%
% of All Funds
2.26%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
26
Increased
43
Reduced
47
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TWM
1
Tanager Wealth Management
United Kingdom
$12.5M
2
PA
2
Procyon Advisors
Connecticut
$8.59M
3
CBB
3
Citizens Business Bank
California
$3.39M
4
RCI
4
RS Crum Inc
California
$3.85M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$4.67M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$2.1M
2
RRWA
2
Rainey & Randall Wealth Advisors
Florida
$0
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$3.51M
4
1IA
4
1834 Investment Advisors
Wisconsin
$4.08M
5
TYCC
5
Texas Yale Capital Corp
Florida
$813K
Name Holding Trade Value Shares
Change 		Shares
Change %
CAAS
76
Capital Asset Advisory Services
Michigan
$274K +$274K +16,372 New
OCM
77
Orleans Capital Management
Louisiana
$261K -$28.4K -1,700 -10%
SFPG
78
Stonebridge Financial Planning Group
Florida
$255K – – –
EL
79
Essex LLC
Illinois
$250K -$135K -8,087 -35%
RBC
80
Romano Brothers & Co
Illinois
$238K -$61.8K -3,700 -21%
FWSM
81
First Wilshire Securities Management
California
$234K -$4.78K -286 -2%
MFGM
82
Marshall Financial Group (Maryland)
Maryland
$230K -$97.4K -5,826 -30%
SWM
83
SeaCrest Wealth Management
New York
$207K – – –
BCM
84
BlueCrest Capital Management
Jersey
$200K +$200K +11,962 New
US Bancorp
85
US Bancorp
Minnesota
$194K +$144K +8,610 +287%
SPC
86
Sigma Planning Corp
Michigan
$191K +$2.24K +134 +1%
DAS
87
Dynamic Advisor Solutions
Arizona
$190K -$66.6K -3,984 -26%
SCA
88
STALEY CAPITAL ADVISERS
Pennsylvania
$189K – – –
GAM
89
Gould Asset Management
California
$188K -$2.51K -150 -1%
WAP
90
Wealthcare Advisory Partners
Pennsylvania
$186K +$186K +11,125 New
CAN
91
Cetera Advisor Networks
California
$182K -$28.1K -1,679 -13%
LFAS
92
Level Four Advisory Services
Texas
$180K +$180K +10,750 New
Citadel Advisors
93
Citadel Advisors
Florida
$175K -$117K -7,031 -40%
SFG
94
Summit Financial Group
West Virginia
$174K – – –
RJA
95
Raymond James & Associates
Florida
$173K -$151K -9,031 -47%
RPCA
96
Running Point Capital Advisors
California
$167K – – –
AAM
97
Advisors Asset Management
Colorado
$154K -$75.6K -4,526 -33%
CIAS
98
Capital Investment Advisory Services
North Carolina
$142K -$12.9K -770 -8%
Fifth Third Bancorp
99
Fifth Third Bancorp
Ohio
$125K +$58.5K +3,500 +88%
ASN
100
Advisory Services Network
Georgia
$117K +$117K +7,025 New
2 3
4
5 6