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VanEck Preferred Securities ex Financials ETF
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Overview Fund Activity

182 hedge funds and large institutions have $466M invested in VanEck Preferred Securities ex Financials ETF in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 64 increasing their positions, 59 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
-5
Holders Change %
-2.67%
% of All Funds
2.44%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
21
Increased
64
Reduced
59
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAS
Park Avenue Securities
New York
+$5.33M
2
GSWA
Good Steward Wealth Advisors
Tennessee
+$4.79M
3
QC
Quadrature Capital
United Kingdom
+$2.24M
4
BI
Ballast Inc
Kentucky
+$1.74M
5
Creative Planning
Creative Planning
Kansas
+$1.29M

Top Sellers

1
CWM
Comprehensive Wealth Management
Washington
-$35.8M
2
Raymond James Financial
Raymond James Financial
Florida
-$8.16M
3
Ameriprise
Ameriprise
Minnesota
-$7.5M
4
Bank of America
Bank of America
North Carolina
-$6.66M
5
Stifel Financial
Stifel Financial
Missouri
-$2.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
76
Wealth Alliance
New York
$696K +$1.1K +64 +0.2%
CAPTRUST Financial Advisors
77
CAPTRUST Financial Advisors
North Carolina
$688K +$688K +40,195 New
FFA
78
Farther Finance Advisors
California
$688K +$278K +16,250 +68%
HF
79
HRT Financial
New York
$651K +$398K +23,273 +158%
DCM
80
Delta Capital Management
New Jersey
$641K – – –
HighTower Advisors
81
HighTower Advisors
Illinois
$626K +$4.81K +281 +0.8%
PT
82
Plimoth Trust
Massachusetts
$606K +$4.28K +250 +0.7%
P
83
&Partners
Tennessee
$592K +$111K +6,502 +23%
MFP
84
Meridian Financial Partners
Virginia
$585K +$43.5K +2,541 +8%
AIS
85
Accredited Investor Services
Minnesota
$575K – – –
AFP
86
Ausdal Financial Partners
Iowa
$568K -$1.04M -60,994 -65%
AWM
87
Ariadne Wealth Management
California
$510K – – –
HI
88
Harbour Investments
Wisconsin
$480K -$6.25K -365 -1%
Janney Montgomery Scott
89
Janney Montgomery Scott
Pennsylvania
$479K +$1.16K +68 +0.2%
PFA
90
Pathway Financial Advisers
Indiana
$478K -$29.4K -1,715 -6%
SWP
91
Stratos Wealth Partners
Ohio
$473K -$483K -28,185 -50%
AIA
92
AssuredPartners Investment Advisors
Florida
$467K -$1.47M -85,722 -76%
BFA
93
Beaumont Financial Advisors
Massachusetts
$460K +$274 +16 +0.1%
MCM
94
Mainstay Capital Management
Michigan
$459K +$195K +11,365 +74%
RBFC
95
Roman Butler Fullerton & Co
Missouri
$448K +$11.4K +650 +3%
SIC
96
Samalin Investment Counsel
New York
$440K +$182K +10,654 +71%
CAM
97
Cresset Asset Management
Illinois
$438K -$51.4K -3,000 -10%
BRIA
98
Balanced Rock Investment Advisors
Massachusetts
$435K +$36.9K +2,158 +9%
BTC
99
Bank & Trust Company
Illinois
$433K – – –
MPWT
100
MassMutual Private Wealth & Trust
Connecticut
$391K +$3.34K +195 +0.9%
2 3
4
5 6