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VanEck Preferred Securities ex Financials ETF
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Overview Fund Activity

180 hedge funds and large institutions have $574M invested in VanEck Preferred Securities ex Financials ETF in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 71 increasing their positions, 55 reducing their positions, and 16 closing their positions.

Holders
180
Holders Change
+1
Holders Change %
+0.56%
% of All Funds
2.6%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
19
Increased
71
Reduced
55
Closed
16
Calls
$243K
Puts
$157K
Net Calls
+$86K
Net Calls Change
-$136K

Top Buyers

1
CWM
1
Comprehensive Wealth Management
Washington
$41.1M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$29M
3
Wells Fargo
3
Wells Fargo
California
$24.6M
4
Morgan Stanley
4
Morgan Stanley
New York
$57.7M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$17.4M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$18.1M
2
Bank of America
2
Bank of America
North Carolina
$62.4M
3
MWM
3
MY Wealth Management
Maryland
$0
4
UBS Group
4
UBS Group
Switzerland
$4.16M
5
ARG
5
Advisory Resource Group
Oklahoma
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
101
Harbour Investments
Wisconsin
$316K +$310K +17,000 +5,667%
RFA
102
Resurgent Financial Advisors
Georgia
$306K -$149K -8,166 -33%
1IA
103
1834 Investment Advisors
Wisconsin
$305K -$197K -10,775 -39%
TYCC
104
Texas Yale Capital Corp
Florida
$304K -$8.36K -458 -3%
Jane Street
105
Jane Street
New York
$293K -$315K -17,278 -52%
AWA
106
Acorn Wealth Advisors
Michigan
$292K +$49K +2,685 +20%
Janney Montgomery Scott
107
Janney Montgomery Scott
Pennsylvania
$291K +$40.4K +2,213 +16%
PWM
108
Perigon Wealth Management
California
$286K +$3.1K +170 +1%
Comerica Bank
109
Comerica Bank
Texas
$285K -$803 -44 -0.3%
MCM
110
Mainstay Capital Management
Michigan
$284K – – –
HA
111
Hofer & Associates
California
$283K -$2.06K -113 -0.7%
AWM
112
Accel Wealth Management
Iowa
$269K -$2.43K -133 -0.9%
SS
113
Sunbelt Securities
Texas
$268K – – –
FWSM
114
First Wilshire Securities Management
California
$256K – – –
KA
115
Kovack Advisors
Florida
$254K -$8.86K -485 -3%
WSFG
116
Wall Street Financial Group
Illinois
$250K +$250K +13,699 New
GAM
117
Gould Asset Management
California
$247K +$4.02K +220 +2%
CP
118
Creekside Partners
California
$245K – – –
OCM
119
Orleans Capital Management
Louisiana
$241K – – –
CastleKeep Investment Advisors
120
CastleKeep Investment Advisors
Connecticut
$236K +$15.2K +835 +7%
GAM
121
Grandview Asset Management
Pennsylvania
$233K -$12.2K -671 -5%
TC
122
TownSquare Capital
Utah
$232K +$1.13K +62 +0.5%
DW30
123
Drucker Wealth 3.0
New Jersey
$232K +$1.13K +62 +0.5%
CSPIA
124
Cary Street Partners Investment Advisory
Virginia
$226K +$41K +2,245 +22%
MHS
125
M Holdings Securities
Oregon
$223K -$121K -6,600 -35%
3 4
5
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