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VanEck Preferred Securities ex Financials ETF
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Overview Fund Activity

180 hedge funds and large institutions have $574M invested in VanEck Preferred Securities ex Financials ETF in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 71 increasing their positions, 55 reducing their positions, and 16 closing their positions.

Holders
180
Holders Change
+1
Holders Change %
+0.56%
% of All Funds
2.6%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
19
Increased
71
Reduced
55
Closed
16
Calls
$243K
Puts
$157K
Net Calls
+$86K
Net Calls Change
-$136K

Top Buyers

1
CWM
1
Comprehensive Wealth Management
Washington
$41.1M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$29M
3
Wells Fargo
3
Wells Fargo
California
$24.6M
4
Morgan Stanley
4
Morgan Stanley
New York
$57.7M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$17.4M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$18.1M
2
Bank of America
2
Bank of America
North Carolina
$62.4M
3
MWM
3
MY Wealth Management
Maryland
$0
4
UBS Group
4
UBS Group
Switzerland
$4.16M
5
ARG
5
Advisory Resource Group
Oklahoma
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DCM
76
Delta Capital Management
New Jersey
$783K -$3.29K -180 -0.4%
RBFC
77
Roman Butler Fullerton & Co
Missouri
$762K +$1.3K +71 +0.2%
WA
78
Wealth Alliance
New York
$739K +$1.02K +56 +0.1%
PT
79
Plimoth Trust
Massachusetts
$734K -$11.3K -620 -2%
IAS
80
Insigneo Advisory Services
Florida
$732K +$75.7K +4,146 +12%
HighTower Advisors
81
HighTower Advisors
Illinois
$670K -$132K -7,242 -16%
PIMG
82
Patriot Investment Management Group
Tennessee
$571K -$46.6K -2,551 -8%
PFA
83
Pathway Financial Advisers
Indiana
$546K -$37.1K -2,033 -6%
AA
84
Apriem Advisors
California
$542K -$5.48K -300 -1%
BCWM
85
Bartlett & Co Wealth Management
Ohio
$533K -$3.93K -215 -0.7%
CAM
86
Cresset Asset Management
Illinois
$522K +$54.8K +3,000 +12%
AWM
87
Ariadne Wealth Management
California
$521K – – –
PA
88
Procyon Advisors
Connecticut
$501K -$42.9K -2,349 -8%
BTC
89
Bank & Trust Company
Illinois
$461K – – –
Thrivent Financial for Lutherans
90
Thrivent Financial for Lutherans
Minnesota
$444K -$188K -10,277 -30%
MPWT
91
MassMutual Private Wealth & Trust
Connecticut
$409K -$23.2K -1,272 -5%
SFS
92
Sowell Financial Services
Arkansas
$403K +$45.8K +2,506 +13%
OIA
93
OneDigital Investment Advisors
Kansas
$394K +$394K +21,564 New
BRIA
94
Balanced Rock Investment Advisors
Massachusetts
$386K +$20.6K +1,128 +6%
MCM
95
Manchester Capital Management
Vermont
$364K +$364K +19,950 New
TWM
96
TCFG Wealth Management
California
$362K +$362K +19,851 New
Creative Planning
97
Creative Planning
Kansas
$349K -$678K -37,138 -66%
RJT
98
Raymond James Trust
Florida
$344K – – –
CWP
99
Core Wealth Partners
California
$330K – – –
PA
100
Pinnacle Associates
New York
$318K – – –
2 3
4
5 6