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VanEck Preferred Securities ex Financials ETF

149 hedge funds and large institutions have $375M invested in VanEck Preferred Securities ex Financials ETF in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 59 increasing their positions, 39 reducing their positions, and 15 closing their positions.

Holders
149
Holders Change
+6
Holders Change %
+4.2%
% of All Funds
2.38%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
23
Increased
59
Reduced
39
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CFO
76
Collective Family Office
Pennsylvania
$308K -$79K -4,700 -20%
Mariner
77
Mariner
Kansas
$304K +$304K +18,055 New
GWM
78
Geneos Wealth Management
Colorado
$298K -$23.5K -1,400 -7%
HWM
79
Howard Wealth Management
Connecticut
$297K +$20.6K +1,225 +7%
GC
80
Guggenheim Capital
Illinois
$291K +$291K +17,305 New
KA
81
Kovack Advisors
Florida
$289K -$49.2K -2,925 -15%
AWM
82
Accel Wealth Management
Iowa
$281K -$3.87K -230 -1%
PIWA
83
Prevail Innovative Wealth Advisors
Kansas
$272K +$272K +16,182 New
Rockefeller Capital Management
84
Rockefeller Capital Management
New York
$268K +$198K +11,797 +286%
WWM
85
Western Wealth Management
Colorado
$265K -$35.3K -2,100 -12%
HA
86
Hofer & Associates
California
$248K +$11.5K +683 +5%
AWM
87
Axxcess Wealth Management
California
$242K +$242K +14,388 New
OCM
88
Orleans Capital Management
Louisiana
$238K -$5.88K -350 -2%
AWA
89
Acorn Wealth Advisors
Michigan
$235K +$7.26K +432 +3%
FWSM
90
First Wilshire Securities Management
California
$235K
AWM
91
AE Wealth Management
Kansas
$230K -$5.39M -320,485 -96%
GAM
92
Grandview Asset Management
Pennsylvania
$225K -$12.6K -747 -5%
CAAS
93
Capital Asset Advisory Services
Michigan
$224K -$13.8K -852 -6%
Comerica Bank
94
Comerica Bank
Texas
$214K +$214K +12,731 New
RBC
95
Romano Brothers & Co
Illinois
$213K -$14.3K -850 -6%
SFPG
96
Stonebridge Financial Planning Group
Florida
$212K -$16.8K -1,000 -7%
US Bancorp
97
US Bancorp
Minnesota
$208K +$12.4K +740 +6%
TSW
98
Three Seasons Wealth
Utah
$202K +$202K +12,045 New
SWM
99
SeaCrest Wealth Management
New York
$196K
Truist Financial
100
Truist Financial
North Carolina
$192K -$12K -711 -6%