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VanEck Preferred Securities ex Financials ETF

209 hedge funds and large institutions have $587M invested in VanEck Preferred Securities ex Financials ETF in 2025 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 88 increasing their positions, 58 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 12

52% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 58

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

12% more capital invested

Capital invested by funds: $523M → $587M (+$64.6M)

10% more funds holding

Funds holding: 190209 (+19)

1.95% more ownership

Funds ownership: 27.03%28.98% (+2%)

Holders
209
Holders Change
+19
Holders Change %
+10%
% of All Funds
2.54%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
31
Increased
88
Reduced
58
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
76
Etesian Wealth Advisors
Oregon
$959K +$8.34K +471 +0.9%
NA
77
NewEdge Advisors
Louisiana
$952K +$33.3K +1,877 +4%
PIA
78
Powell Investment Advisors
Florida
$940K
SIM
79
Stratos Investment Management
Ohio
$938K +$36K +2,032 +4%
HA
80
Hyposwiss Advisors
$931K +$934K +52,710 New
RBFC
81
Roman Butler Fullerton & Co
Missouri
$928K +$161K +9,079 +22%
PCP
82
Proficio Capital Partners
Massachusetts
$918K +$921K +51,995 New
P
83
&Partners
Tennessee
$862K +$377K +21,273 +77%
Sumitomo Mitsui Trust Group
84
Sumitomo Mitsui Trust Group
Japan
$851K -$1.65M -93,085 -66%
MFGM
85
Marshall Financial Group (Maryland)
Maryland
$849K -$42.4K -2,394 -5%
MAS
86
MPWM Advisory Solutions
Georgia
$835K +$20.1K +1,135 +2%
Mirae Asset Global Investments
87
Mirae Asset Global Investments
South Korea
$824K +$171K +9,655 +26%
SFS
88
Sowell Financial Services
Arkansas
$808K -$5.76K -325 -0.7%
GIM
89
Guild Investment Management
California
$788K
FFA
90
Farther Finance Advisors
California
$780K +$2.78K +157 +0.4%
CWRP
91
Cassady Wealth & Retirement Planning
Nevada
$734K +$736K +41,550 New
WA
92
Wealth Alliance
New York
$721K +$1.59K +90 +0.2%
HI
93
Harbour Investments
Wisconsin
$678K +$92K +5,195 +16%
DCM
94
Delta Capital Management
New Jersey
$653K
CAPTRUST Financial Advisors
95
CAPTRUST Financial Advisors
North Carolina
$635K -$24.7K -1,394 -4%
AFP
96
Ausdal Financial Partners
Iowa
$572K -$37.9K -2,139 -6%
TF
97
Tandem Financial
Colorado
$559K -$185K -10,450 -24%
Janney Montgomery Scott
98
Janney Montgomery Scott
Pennsylvania
$557K +$37.6K +2,122 +7%
PT
99
Plimoth Trust
Massachusetts
$541K -$76.2K -4,300 -12%
AWM
100
Ariadne Wealth Management
California
$526K