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VanEck Preferred Securities ex Financials ETF
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Overview Fund Activity

143 hedge funds and large institutions have $314M invested in VanEck Preferred Securities ex Financials ETF in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 63 increasing their positions, 31 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
-3
Holders Change %
-2.05%
% of All Funds
2.26%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
18
Increased
63
Reduced
31
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$16.4M
2
LPL Financial
2
LPL Financial
California
$22.5M
3
Morgan Stanley
3
Morgan Stanley
New York
$25M
4
LFAS
4
Level Four Advisory Services
Texas
$5.49M
5
Ameriprise
5
Ameriprise
Minnesota
$5.66M

Top Sellers

1
MWM
1
Moran Wealth Management
Florida
$0
2
WAM
2
Wakefield Asset Management
Colorado
$0
3
IAIM
3
International Assets Investment Management
Florida
$0
4
FIA
4
Foundations Investment Advisors
Arizona
$0
5
AI
5
Atria Investments
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
76
Susquehanna International Group
Pennsylvania
$318K -$133K -7,540 -30%
WWM
77
Western Wealth Management
Colorado
$315K – – –
HF
78
HRT Financial
New York
$308K +$308K +17,453 New
CW
79
CreativeOne Wealth
Kansas
$300K -$95.5K -5,401 -24%
AWM
80
Accel Wealth Management
Iowa
$300K -$4.72K -267 -2%
HWM
81
Howard Wealth Management
Connecticut
$290K +$290K +16,420 New
CAAS
82
Capital Asset Advisory Services
Michigan
$257K -$11K -629 -4%
OCM
83
Orleans Capital Management
Louisiana
$256K -$3.53K -200 -1%
GAM
84
Grandview Asset Management
Pennsylvania
$250K -$72.5K -4,100 -22%
HA
85
Hofer & Associates
California
$249K +$249K +14,067 New
FWSM
86
First Wilshire Securities Management
California
$247K – – –
SFPG
87
Stonebridge Financial Planning Group
Florida
$240K -$56.3K -3,185 -19%
AWA
88
Acorn Wealth Advisors
Michigan
$240K +$240K +13,561 New
RBC
89
Romano Brothers & Co
Illinois
$239K – – –
ORC
90
O'Rourke & Company
Massachusetts
$233K -$360K -20,379 -61%
CAN
91
Cetera Advisor Networks
California
$230K +$7.1K +402 +3%
Truist Financial
92
Truist Financial
North Carolina
$215K +$17.9K +1,014 +9%
SWM
93
SeaCrest Wealth Management
New York
$206K -$12.4K -700 -6%
US Bancorp
94
US Bancorp
Minnesota
$205K – – –
SCA
95
STALEY CAPITAL ADVISERS
Pennsylvania
$200K – – –
GAM
96
Gould Asset Management
California
$198K +$8.92K +505 +5%
AAS
97
Avantax Advisory Services
Texas
$196K +$17.7K +1,000 +10%
LCM
98
Liberty Capital Management
Michigan
$191K +$191K +10,785 New
SHFP
99
Second Half Financial Partners
Florida
$186K +$186K +10,505 New
SFG
100
Summit Financial Group
West Virginia
$184K – – –
2 3
4
5 6