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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 24 closing their positions.

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
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAS
1
Park Avenue Securities
New York
$5.33M
2
GSWA
2
Good Steward Wealth Advisors
Tennessee
$8.54M
3
QC
3
Quadrature Capital
United Kingdom
$2.24M
4
BI
4
Ballast Inc
Kentucky
$1.74M
5
Creative Planning
5
Creative Planning
Kansas
$1.53M

Top Sellers

1
CWM
1
Comprehensive Wealth Management
Washington
$0
2
Raymond James Financial
2
Raymond James Financial
Florida
$29.2M
3
Ameriprise
3
Ameriprise
Minnesota
$7.48M
4
Bank of America
4
Bank of America
North Carolina
$51.9M
5
Stifel Financial
5
Stifel Financial
Missouri
$3.81M
Name Market Value Shares Shares
Change 		Shares
Change %
AA
101
Apriem Advisors
California
$389K 22,700 – –
CWP
102
Core Wealth Partners
California
$385K 22,480 – –
BCWM
103
Bartlett & Co Wealth Management
Ohio
$379K 22,131 -1,450 -6%
PA
104
Procyon Advisors
Connecticut
$377K 21,992 -1,510 -6%
Citadel Advisors
105
Citadel Advisors
Florida
$369K 21,580 -8,960 -29%
OIA
106
OneDigital Investment Advisors
Kansas
$353K 20,612 -6,029 -23%
TWM
107
TCFG Wealth Management
California
$346K 20,210 +359 +2%
TIP
108
Tandem Investment Partners
New Jersey
$337K 19,690 +75 +0.4%
PA
109
Pinnacle Associates
New York
$318K 18,560 +2,232 +14%
AA
110
Advisory Alpha
Michigan
$313K 18,261 -151 -0.8%
PIMG
111
Patriot Investment Management Group
Tennessee
$305K 17,800 -3,422 -16%
Comerica Bank
112
Comerica Bank
Texas
$299K 17,490 +429 +3%
WIA
113
World Investment Advisors
California
$297K 17,338 +17,338 New
SA
114
Sovran Advisors
California
$287K 16,518 – –
PWM
115
Perigon Wealth Management
California
$284K 16,605 +315 +2%
1IA
116
1834 Investment Advisors
Wisconsin
$274K 16,018 – –
PTC
117
Private Trust Company
Ohio
$266K 15,551 – –
IA
118
IFP Advisors
Florida
$262K 15,291 +3,077 +25%
BCM
119
Bluefin Capital Management
New York
$259K 15,107 -6,855 -31%
HA
120
Hofer & Associates
California
$258K 15,075 -251 -2%
SS
121
Sunbelt Securities
Texas
$257K 14,919 -32 -0.2%
AWA
122
Acorn Wealth Advisors
Michigan
$247K 14,453 -720 -5%
AWM
123
Accel Wealth Management
Iowa
$237K 13,834 +7 +0.1%
CTFG
124
Capstone Triton Financial Group
Oklahoma
$235K 24,237 +24,237 New
FIA
125
Foundations Investment Advisors
Arizona
$231K 13,473 +13,473 New
3 4
5
6 7