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VanEck Preferred Securities ex Financials ETF

143 hedge funds and large institutions have $314M invested in VanEck Preferred Securities ex Financials ETF in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 63 increasing their positions, 31 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
-3
Holders Change %
-2.05%
% of All Funds
2.26%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
18
Increased
63
Reduced
31
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Citigroup
101
Citigroup
New York
$170K +$42.8K +2,424 +34%
CSPIA
102
Cary Street Partners Investment Advisory
Virginia
$162K +$74.2K +4,200 +85%
SS
103
Sunbelt Securities
Texas
$158K
Carson Wealth (CWM LLC)
104
Carson Wealth (CWM LLC)
Nebraska
$136K
Fifth Third Bancorp
105
Fifth Third Bancorp
Ohio
$128K
PP
106
Prudential plc
United Kingdom
$120K
IA
107
IFP Advisors
Florida
$118K -$257K -14,566 -69%
PNC Financial Services Group
108
PNC Financial Services Group
Pennsylvania
$109K -$2.63K -149 -2%
PTC
109
Private Trust Company
Ohio
$107K +$19.1K +1,080 +22%
RIA
110
Realta Investment Advisors
Delaware
$96.7K +$96.7K +5,473 New
CIAS
111
Capital Investment Advisory Services
North Carolina
$88.5K
Rockefeller Capital Management
112
Rockefeller Capital Management
New York
$72.9K -$279K -15,810 -79%
VanEck Associates
113
VanEck Associates
New York
$67K +$22.3K +1,265 +50%
PA
114
Parallel Advisors
California
$65.1K
GJIA
115
Glass Jacobson Investment Advisors
Maryland
$64.8K +$64.8K +3,670 New
FWP
116
FAS Wealth Partners
Kansas
$56.6K +$1.17K +66 +2%
Bank of Montreal
117
Bank of Montreal
Ontario, Canada
$56.6K -$23.1K -1,307 -29%
WAM
118
Worth Asset Management
Texas
$51.5K -$22.4K -1,270 -30%
HBW
119
Hazlett, Burt & Watson
West Virginia
$44K
GGI
120
Godsey & Gibb Inc
Virginia
$41K
RI
121
Ridgewood Investments
New Jersey
$39.9K
GWSG
122
GPS Wealth Strategies Group
Colorado
$37.1K +$37.1K +2,100 New
William Blair & Company
123
William Blair & Company
Illinois
$35.3K
Simplex Trading
124
Simplex Trading
Illinois
$28K +$6.89K +404 +33%
DZ Bank
125
DZ Bank
Germany
$26.4K