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VanEck Preferred Securities ex Financials ETF
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Overview Fund Activity

168 hedge funds and large institutions have $455M invested in VanEck Preferred Securities ex Financials ETF in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 54 increasing their positions, 52 reducing their positions, and 12 closing their positions.

Holders
168
Holders Change
+19
Holders Change %
+12.75%
% of All Funds
2.46%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
31
Increased
54
Reduced
52
Closed
12
Calls
$564K
Puts
$43K
Net Calls
+$521K
Net Calls Change
+$521K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$94.1M
2
LPL Financial
2
LPL Financial
California
$30M
3
Bank of America
3
Bank of America
North Carolina
$33.9M
4
CCP
4
Carmel Capital Partners
California
$3.22M
5
FCM
5
Fortis Capital Management
Washington
$2.78M

Top Sellers

1
PA
1
Procyon Advisors
Connecticut
$725K
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$6.65M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$7.9M
4
PAG
4
Private Advisor Group
New Jersey
$2.4M
5
Wells Fargo
5
Wells Fargo
California
$12.2M
Name Market Value Shares Shares
Change 		Shares
Change %
CWP
76
Core Wealth Partners
California
$488K 28,421 +202 +0.7%
PIWA
77
Prevail Innovative Wealth Advisors
Kansas
$481K 27,971 +11,789 +73%
GFPC
78
Global Financial Private Client
Florida
$421K 24,514 +24,514 New
CCG
79
Cypress Capital Group
Florida
$417K 24,261 -900 -4%
MPWT
80
MassMutual Private Wealth & Trust
Connecticut
$386K 22,479 +1,561 +7%
AWM
81
AE Wealth Management
Kansas
$380K 21,640 +7,931 +58%
GC
82
Guggenheim Capital
Illinois
$368K 21,432 +4,127 +24%
CAN
83
Cetera Advisor Networks
California
$358K 20,828 +1,108 +6%
Rockefeller Capital Management
84
Rockefeller Capital Management
New York
$331K 19,247 +3,322 +21%
RFA
85
Resurgent Financial Advisors
Georgia
$323K 18,780 +13,380 +248%
PA
86
Pinnacle Associates
New York
$318K 18,528 – –
GWM
87
Geneos Wealth Management
Colorado
$317K 18,424 +700 +4%
NA
88
NewEdge Advisors
Louisiana
$316K 18,371 -34,488 -65%
TYCC
89
Texas Yale Capital Corp
Florida
$294K 17,102 -8,642 -34%
HA
90
Hofer & Associates
California
$273K 15,908 +1,158 +8%
Cetera Investment Advisers
91
Cetera Investment Advisers
Illinois
$268K 15,624 +4,997 +47%
KA
92
Kovack Advisors
Florida
$264K 15,385 -1,800 -10%
PWM
93
Perigon Wealth Management
California
$262K 15,274 +15,274 New
AWM
94
Accel Wealth Management
Iowa
$260K 15,122 -1,617 -10%
WWM
95
Western Wealth Management
Colorado
$250K 14,574 -1,171 -7%
EH
96
Equitable Holdings
New York
$250K 14,555 -11,790 -45%
FWSM
97
First Wilshire Securities Management
California
$241K 14,000 – –
PPW
98
Pasadena Private Wealth
California
$235K 13,654 -8,242 -38%
AWA
99
Acorn Wealth Advisors
Michigan
$234K 13,624 -369 -3%
OCM
100
Orleans Capital Management
Louisiana
$231K 13,450 -700 -5%
2 3
4
5 6