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VanEck Preferred Securities ex Financials ETF

149 hedge funds and large institutions have $375M invested in VanEck Preferred Securities ex Financials ETF in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 59 increasing their positions, 39 reducing their positions, and 15 closing their positions.

Holders
149
Holders Change
+6
Holders Change %
+4.2%
% of All Funds
2.38%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
23
Increased
59
Reduced
39
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SCA
101
STALEY CAPITAL ADVISERS
Pennsylvania
$190K
ORC
102
O'Rourke & Company
Massachusetts
$188K -$33.9K -2,016 -15%
GAM
103
Gould Asset Management
California
$188K -$841 -50 -0.4%
Citigroup
104
Citigroup
New York
$187K +$25.2K +1,497 +16%
Cetera Investment Advisers
105
Cetera Investment Advisers
Illinois
$179K +$179K +10,627 New
RJT
106
Raymond James Trust
Florida
$177K +$177K +10,524 New
SFG
107
Summit Financial Group
West Virginia
$175K
SS
108
Sunbelt Securities
Texas
$162K +$12K +712 +8%
CSPIA
109
Cary Street Partners Investment Advisory
Virginia
$157K +$3.36K +200 +2%
PTC
110
Private Trust Company
Ohio
$149K +$47K +2,795 +46%
Carson Wealth (CWM LLC)
111
Carson Wealth (CWM LLC)
Nebraska
$129K
PP
112
Prudential plc
United Kingdom
$114K
PNC Financial Services Group
113
PNC Financial Services Group
Pennsylvania
$104K
RIA
114
Realta Investment Advisors
Delaware
$96.7K
IA
115
IFP Advisors
Florida
$92.5K -$19.3K -1,150 -17%
RFA
116
Resurgent Financial Advisors
Georgia
$90.8K +$90.8K +5,400 New
CIAS
117
Capital Investment Advisory Services
North Carolina
$72K -$12.2K -725 -14%
VanEck Associates
118
VanEck Associates
New York
$64K
GJIA
119
Glass Jacobson Investment Advisors
Maryland
$61.7K
FWP
120
FAS Wealth Partners
Kansas
$55K +$1.16K +69 +2%
Bank of Montreal
121
Bank of Montreal
Ontario, Canada
$54.7K
WP
122
WealthShield Partners
North Carolina
$40.7K +$40.7K +2,420 New
GGI
123
Godsey & Gibb Inc
Virginia
$39K
PA
124
Parallel Advisors
California
$38.4K -$23.6K -1,404 -38%
GWSG
125
GPS Wealth Strategies Group
Colorado
$35.3K