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VanEck Preferred Securities ex Financials ETF
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Overview Fund Activity

146 hedge funds and large institutions have $262M invested in VanEck Preferred Securities ex Financials ETF in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 49 increasing their positions, 44 reducing their positions, and 16 closing their positions.

Holders
146
Holders Change
+6
Holders Change %
+4.29%
% of All Funds
2.34%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
24
Increased
49
Reduced
44
Closed
16
Calls
$37K
Puts
$4K
Net Calls
+$33K
Net Calls Change
+$33K

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$10.6M
2
MWM
2
Moran Wealth Management
Florida
$5.14M
3
Morgan Stanley
3
Morgan Stanley
New York
$19.4M
4
AWM
4
AE Wealth Management
Kansas
$3.75M
5
PA
5
Procyon Advisors
Connecticut
$11.6M

Top Sellers

1
CBB
1
Citizens Business Bank
California
$0
2
Truist Financial
2
Truist Financial
North Carolina
$197K
3
WAM
3
Wakefield Asset Management
Colorado
$2.52M
4
1IA
4
1834 Investment Advisors
Wisconsin
$3.73M
5
TAM
5
Tocqueville Asset Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SS
101
Sunbelt Securities
Texas
$156K +$156K +8,942 New
ASN
102
Advisory Services Network
Georgia
$146K +$22.4K +1,270 +18%
Carson Wealth (CWM LLC)
103
Carson Wealth (CWM LLC)
Nebraska
$136K +$85.8K +4,858 +171%
Fifth Third Bancorp
104
Fifth Third Bancorp
Ohio
$127K -$4.92K -279 -4%
Citigroup
105
Citigroup
New York
$127K +$49.3K +2,793 +63%
PP
106
Prudential plc
United Kingdom
$120K – – –
PNC Financial Services Group
107
PNC Financial Services Group
Pennsylvania
$112K +$2.63K +149 +2%
AAM
108
Advisors Asset Management
Colorado
$91.9K -$70.5K -3,997 -43%
CIAS
109
Capital Investment Advisory Services
North Carolina
$88.4K -$61.5K -3,485 -41%
PTC
110
Private Trust Company
Ohio
$87.9K -$8.83K -500 -9%
CSPIA
111
Cary Street Partners Investment Advisory
Virginia
$87.4K – – –
Bank of Montreal
112
Bank of Montreal
Ontario, Canada
$79.5K +$13.3K +751 +20%
WAM
113
Worth Asset Management
Texas
$73.8K – – –
PA
114
Parallel Advisors
California
$65.1K – – –
FWP
115
FAS Wealth Partners
Kansas
$55.4K +$335 +19 +0.6%
VanEck Associates
116
VanEck Associates
New York
$45K -$5.19K -292 -10%
HBW
117
Hazlett, Burt & Watson
West Virginia
$44K – – –
GGI
118
Godsey & Gibb Inc
Virginia
$40.9K +$40.9K +2,318 New
RI
119
Ridgewood Investments
New Jersey
$39.9K +$39.9K +2,258 New
William Blair & Company
120
William Blair & Company
Illinois
$35.3K – – –
DZ Bank
121
DZ Bank
Germany
$26.3K – – –
RG
122
Retirement Group
California
$23K -$29.7K -1,684 -56%
Simplex Trading
123
Simplex Trading
Illinois
$21K +$21K +1,237 New
KFI
124
Key Financial Inc
Pennsylvania
$17.7K – – –
First Manhattan
125
First Manhattan
New York
$17.6K – – –
3 4
5
6 7