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VanEck Preferred Securities ex Financials ETF
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Overview Fund Activity

168 hedge funds and large institutions have $455M invested in VanEck Preferred Securities ex Financials ETF in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 54 increasing their positions, 52 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
+19
Holders Change %
+12.75%
% of All Funds
2.46%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
31
Increased
54
Reduced
52
Closed
12
Calls
$564K
Puts
$43K
Net Calls
+$521K
Net Calls Change
+$521K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$94.1M
2
LPL Financial
2
LPL Financial
California
$30M
3
Bank of America
3
Bank of America
North Carolina
$33.9M
4
CCP
4
Carmel Capital Partners
California
$3.22M
5
FCM
5
Fortis Capital Management
Washington
$2.78M

Top Sellers

1
PA
1
Procyon Advisors
Connecticut
$725K
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$6.65M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$7.9M
4
PAG
4
Private Advisor Group
New Jersey
$2.4M
5
Wells Fargo
5
Wells Fargo
California
$12.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
101
Grandview Asset Management
Pennsylvania
$230K +$309 +18 +0.1%
Fisher Asset Management
102
Fisher Asset Management
Washington
$226K +$226K +13,159 New
Comerica Bank
103
Comerica Bank
Texas
$217K -$1.5K -87 -0.7%
IAS
104
Insigneo Advisory Services
Florida
$214K +$214K +12,480 New
Wolverine Trading
105
Wolverine Trading
Illinois
$214K +$214K +12,473 New
ORC
106
O'Rourke & Company
Massachusetts
$213K +$21.2K +1,233 +11%
TSW
107
Three Seasons Wealth
Utah
$207K – – –
AFP
108
Ausdal Financial Partners
Iowa
$203K +$203K +11,811 New
RJT
109
Raymond James Trust
Florida
$202K +$21.1K +1,230 +12%
SWM
110
SeaCrest Wealth Management
New York
$200K – – –
US Bancorp
111
US Bancorp
Minnesota
$199K -$12.7K -740 -6%
GAM
112
Gould Asset Management
California
$198K +$6.1K +355 +3%
Citigroup
113
Citigroup
New York
$197K +$5.98K +348 +3%
SCA
114
STALEY CAPITAL ADVISERS
Pennsylvania
$194K – – –
AAS
115
Avantax Advisory Services
Texas
$191K +$191K +11,127 New
SFG
116
Summit Financial Group
West Virginia
$184K +$5.15K +300 +3%
Janney Montgomery Scott
117
Janney Montgomery Scott
Pennsylvania
$184K -$405K -23,577 -69%
Renaissance Technologies
118
Renaissance Technologies
New York
$181K +$181K +10,522 New
Mariner
119
Mariner
Kansas
$176K -$134K -7,792 -43%
ARC
120
Advisor Resource Council
Texas
$174K +$174K +10,139 New
RBC
121
Romano Brothers & Co
Illinois
$173K -$44.9K -2,615 -21%
SS
122
Sunbelt Securities
Texas
$166K – – –
Carson Wealth (CWM LLC)
123
Carson Wealth (CWM LLC)
Nebraska
$143K +$10.3K +600 +8%
MIA
124
MeadowBrook Investment Advisors
Michigan
$129K +$129K +7,535 New
PTC
125
Private Trust Company
Ohio
$127K -$24.7K -1,439 -16%
3 4
5
6 7