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VanEck Preferred Securities ex Financials ETF
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Overview Fund Activity

187 hedge funds and large institutions have $518M invested in VanEck Preferred Securities ex Financials ETF in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 76 increasing their positions, 57 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
-3
Holders Change %
-1.58%
% of All Funds
2.54%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
19
Increased
76
Reduced
57
Closed
19
Calls
$1.11M
Puts
$34K
Net Calls
+$1.07M
Net Calls Change
+$884K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$41.2M
2
CastleKeep Investment Advisors
2
CastleKeep Investment Advisors
Connecticut
$2.25M
3
CIA
3
Concurrent Investment Advisors
Florida
$5.35M
4
EH
4
Equitable Holdings
New York
$1.49M
5
SPIA
5
Steward Partners Investment Advisory
New York
$4.65M

Top Sellers

1
RCI
1
RS Crum Inc
California
$0
2
Raymond James Financial
2
Raymond James Financial
Florida
$36.5M
3
PAS
3
Park Avenue Securities
New York
$0
4
KAS
4
Kestra Advisory Services
Texas
$2.74M
5
FFWM
5
Future Financial Wealth Management
Ohio
$624K
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
76
Wealth Alliance
New York
$681K +$352 +21 +0.1%
DCM
77
Delta Capital Management
New Jersey
$628K -$49.5K -2,950 -7%
FFWM
78
Future Financial Wealth Management
Ohio
$624K -$1.91M -114,211 -75%
HighTower Advisors
79
HighTower Advisors
Illinois
$608K -$2.92K -174 -0.5%
PT
80
Plimoth Trust
Massachusetts
$589K -$68.6K -4,095 -10%
AIS
81
Accredited Investor Services
Minnesota
$563K +$8.2K +489 +1%
MFP
82
Meridian Financial Partners
Virginia
$530K +$340K +20,268 +178%
Citadel Advisors
83
Citadel Advisors
Florida
$512K +$462K +27,583 +933%
PFA
84
Pathway Financial Advisers
Indiana
$497K -$2.58K -154 -0.5%
MAS
85
MPWM Advisory Solutions
Georgia
$490K – – –
AWM
86
Ariadne Wealth Management
California
$480K – – –
CAM
87
Cresset Asset Management
Illinois
$479K – – –
HI
88
Harbour Investments
Wisconsin
$476K +$186K +11,093 +64%
P
89
&Partners
Tennessee
$474K +$474K +28,050 New
Janney Montgomery Scott
90
Janney Montgomery Scott
Pennsylvania
$468K +$97K +5,789 +26%
PCM
91
Prelude Capital Management
New York
$451K +$451K +26,917 New
BFA
92
Beaumont Financial Advisors
Massachusetts
$450K +$450K +26,843 New
OIA
93
OneDigital Investment Advisors
Kansas
$447K -$17.9K -1,066 -4%
BTC
94
Bank & Trust Company
Illinois
$423K – – –
FFA
95
Farther Finance Advisors
California
$398K -$24.9K -1,500 -6%
BCWM
96
Bartlett & Co Wealth Management
Ohio
$395K -$90.1K -5,375 -19%
RBFC
97
Roman Butler Fullerton & Co
Missouri
$395K -$204K -12,925 -34%
PA
98
Procyon Advisors
Connecticut
$394K -$31.6K -1,884 -7%
BRIA
99
Balanced Rock Investment Advisors
Massachusetts
$390K +$16.2K +965 +4%
AA
100
Apriem Advisors
California
$380K -$41.9K -2,500 -10%
2 3
4
5 6