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VanEck Preferred Securities ex Financials ETF
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Overview Fund Activity

182 hedge funds and large institutions have $466M invested in VanEck Preferred Securities ex Financials ETF in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 64 increasing their positions, 59 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
-5
Holders Change %
-2.67%
% of All Funds
2.44%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
21
Increased
64
Reduced
59
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAS
Park Avenue Securities
New York
$5.33M
2
GSWA
Good Steward Wealth Advisors
Tennessee
$8.54M
3
QC
Quadrature Capital
United Kingdom
$2.24M
4
BI
Ballast Inc
Kentucky
$1.74M
5
Creative Planning
Creative Planning
Kansas
$1.53M

Top Sellers

1
CWM
Comprehensive Wealth Management
Washington
$0
2
Raymond James Financial
Raymond James Financial
Florida
$29.2M
3
Ameriprise
Ameriprise
Minnesota
$7.48M
4
Bank of America
Bank of America
North Carolina
$51.9M
5
Stifel Financial
Stifel Financial
Missouri
$3.81M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
101
Apriem Advisors
California
$389K – – –
CWP
102
Core Wealth Partners
California
$385K – – –
BCWM
103
Bartlett & Co Wealth Management
Ohio
$379K -$24.8K -1,450 -6%
PA
104
Procyon Advisors
Connecticut
$377K -$25.9K -1,510 -6%
Citadel Advisors
105
Citadel Advisors
Florida
$369K -$153K -8,960 -29%
OIA
106
OneDigital Investment Advisors
Kansas
$353K -$103K -6,029 -23%
TWM
107
TCFG Wealth Management
California
$346K +$6.15K +359 +2%
TIP
108
Tandem Investment Partners
New Jersey
$337K +$1.28K +75 +0.4%
PA
109
Pinnacle Associates
New York
$318K +$38.2K +2,232 +14%
AA
110
Advisory Alpha
Michigan
$313K -$2.59K -151 -0.8%
PIMG
111
Patriot Investment Management Group
Tennessee
$305K -$58.6K -3,422 -16%
Comerica Bank
112
Comerica Bank
Texas
$299K +$7.34K +429 +3%
WIA
113
World Investment Advisors
California
$297K +$297K +17,338 New
SA
114
Sovran Advisors
California
$287K – – –
PWM
115
Perigon Wealth Management
California
$284K +$5.39K +315 +2%
1IA
116
1834 Investment Advisors
Wisconsin
$274K – – –
PTC
117
Private Trust Company
Ohio
$266K – – –
IA
118
IFP Advisors
Florida
$262K +$52.7K +3,077 +25%
BCM
119
Bluefin Capital Management
New York
$259K -$117K -6,855 -31%
HA
120
Hofer & Associates
California
$258K -$4.3K -251 -2%
SS
121
Sunbelt Securities
Texas
$257K -$552 -32 -0.2%
AWA
122
Acorn Wealth Advisors
Michigan
$247K -$12.3K -720 -5%
AWM
123
Accel Wealth Management
Iowa
$237K +$120 +7 +0.1%
CTFG
124
Capstone Triton Financial Group
Oklahoma
$235K +$235K +24,237 New
FIA
125
Foundations Investment Advisors
Arizona
$231K +$231K +13,473 New
3 4
5
6 7