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VanEck Preferred Securities ex Financials ETF
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Overview Fund Activity

146 hedge funds and large institutions have $262M invested in VanEck Preferred Securities ex Financials ETF in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 49 increasing their positions, 44 reducing their positions, and 16 closing their positions.

Holders
146
Holders Change
+6
Holders Change %
+4.29%
% of All Funds
2.34%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
24
Increased
49
Reduced
44
Closed
16
Calls
$37K
Puts
$4K
Net Calls
+$33K
Net Calls Change
+$33K

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$10.6M
2
MWM
2
Moran Wealth Management
Florida
$5.14M
3
Morgan Stanley
3
Morgan Stanley
New York
$19.4M
4
AWM
4
AE Wealth Management
Kansas
$3.75M
5
PA
5
Procyon Advisors
Connecticut
$11.6M

Top Sellers

1
CBB
1
Citizens Business Bank
California
$0
2
Truist Financial
2
Truist Financial
North Carolina
$197K
3
WAM
3
Wakefield Asset Management
Colorado
$2.52M
4
1IA
4
1834 Investment Advisors
Wisconsin
$3.73M
5
TAM
5
Tocqueville Asset Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
76
Western Wealth Management
Colorado
$315K -$6.18K -350 -2%
GWM
77
Geneos Wealth Management
Colorado
$311K +$3.69K +209 +1%
AWM
78
Accel Wealth Management
Iowa
$304K -$2.03K -115 -0.7%
SFPG
79
Stonebridge Financial Planning Group
Florida
$296K +$26.5K +1,500 +10%
SWP
80
Stratos Wealth Partners
Ohio
$293K -$18.7K -1,060 -6%
BFA
81
Beaumont Financial Advisors
Massachusetts
$289K -$8.24K -467 -3%
CAAS
82
Capital Asset Advisory Services
Michigan
$270K -$18.7K -1,062 -6%
OCM
83
Orleans Capital Management
Louisiana
$259K -$15.9K -900 -6%
EL
84
Essex LLC
Illinois
$250K – – –
FWSM
85
First Wilshire Securities Management
California
$247K – – –
Janney Montgomery Scott
86
Janney Montgomery Scott
Pennsylvania
$240K -$74.7K -4,237 -24%
RBC
87
Romano Brothers & Co
Illinois
$239K -$12.4K -700 -5%
EH
88
Equitable Holdings
New York
$223K +$223K +12,621 New
CAN
89
Cetera Advisor Networks
California
$222K +$30.2K +1,710 +16%
SWM
90
SeaCrest Wealth Management
New York
$218K – – –
Cerity Partners
91
Cerity Partners
New York
$214K +$214K +12,126 New
SPC
92
Sigma Planning Corp
Michigan
$212K +$9.97K +565 +5%
US Bancorp
93
US Bancorp
Minnesota
$205K – – –
SCA
94
STALEY CAPITAL ADVISERS
Pennsylvania
$199K – – –
Truist Financial
95
Truist Financial
North Carolina
$197K -$849K -48,105 -81%
SFS
96
Sowell Financial Services
Arkansas
$195K +$195K +11,026 New
LFAS
97
Level Four Advisory Services
Texas
$190K – – –
GAM
98
Gould Asset Management
California
$189K -$9.71K -550 -5%
SFG
99
Summit Financial Group
West Virginia
$184K – – –
AAS
100
Avantax Advisory Services
Texas
$178K +$178K +10,106 New
2 3
4
5 6