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VanEck Preferred Securities ex Financials ETF
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Overview Fund Activity

135 hedge funds and large institutions have $217M invested in VanEck Preferred Securities ex Financials ETF in 2021 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 50 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
135
Holders Change
+19
Holders Change %
+16.38%
% of All Funds
2.08%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
28
Increased
50
Reduced
26
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$13.6M
2
Wells Fargo
2
Wells Fargo
California
$11.3M
3
SA
3
Stewardship Advisors
Pennsylvania
$1.55M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$5.29M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$5.74M

Top Sellers

1
CPIG
1
Chicago Partners Investment Group
Illinois
$320K
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.64M
3
RG
3
Retirement Group
California
$414K
4
Sumitomo Mitsui Trust Group
4
Sumitomo Mitsui Trust Group
Japan
$4.52M
5
SWM
5
Stockman Wealth Management
Montana
$1.81M
Name Holding Trade Value Shares
Change 		Shares
Change %
OCM
101
Orion Capital Management
California
$98K – – –
SPIA
102
Steward Partners Investment Advisory
New York
$93K +$63.6K +2,892 +216%
Fifth Third Bancorp
103
Fifth Third Bancorp
Ohio
$88K -$110K -5,000 -56%
CA
104
CoreCap Advisors
Michigan
$84K +$84K +3,831 New
APA
105
American Portfolios Advisors
New York
$74.5K – – –
William Blair & Company
106
William Blair & Company
Illinois
$70K – – –
Qube Research & Technologies (QRT)
107
Qube Research & Technologies (QRT)
United Kingdom
$66K +$57K +2,617 +631%
FWP
108
FAS Wealth Partners
Kansas
$64K +$589 +27 +0.9%
FAG
109
Fortitude Advisory Group
Washington
$59K +$59K +2,714 New
Rockefeller Capital Management
110
Rockefeller Capital Management
New York
$55K – – –
TWA
111
TCI Wealth Advisors
Arizona
$54K – – –
PFGIA
112
Patriot Financial Group Insurance Agency
Massachusetts
$42K +$110 +5 +0.3%
FHA
113
First Horizon Advisors
Tennessee
$32K +$349 +16 +1%
CCM
114
Chilton Capital Management
Texas
$26K +$26K +1,200 New
COCM
115
Charter Oak Capital Management
New Hampshire
$24K +$24K +1,111 New
WWM
116
Wolff Wiese Magana
California
$23K – – –
KFI
117
Key Financial Inc
Pennsylvania
$22K – – –
FCA
118
FinTrust Capital Advisors
South Carolina
$22K +$22K +1,000 New
ACA
119
Atlas Capital Advisors
Wyoming
$21.9K – – –
JPMorgan Chase & Co
120
JPMorgan Chase & Co
New York
$21K -$36.4K -1,700 -63%
First Manhattan
121
First Manhattan
New York
$21K – – –
BFEC
122
Benjamin F. Edwards & Company
Missouri
$20K +$2.16K +100 +12%
AIP
123
Ahrens Investment Partners
Louisiana
$20K +$20K +900 New
Carson Wealth (CWM LLC)
124
Carson Wealth (CWM LLC)
Nebraska
$16K +$16K +745 New
WBC
125
West Branch Capital
Massachusetts
$11K – – –
2 3 4
5
6