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VanEck Preferred Securities ex Financials ETF

182 hedge funds and large institutions have $468M invested in VanEck Preferred Securities ex Financials ETF in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 66 increasing their positions, 57 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

25% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 28

Holders
182
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWP
101
Core Wealth Partners
California
$385K
BCWM
102
Bartlett & Co Wealth Management
Ohio
$379K
PA
103
Procyon Advisors
Connecticut
$377K
Citadel Advisors
104
Citadel Advisors
Florida
$369K
FF
105
Fortitude Financial
Washington
$356K
OIA
106
OneDigital Investment Advisors
Kansas
$353K
TWM
107
TCFG Wealth Management
California
$346K
TIP
108
Tandem Investment Partners
New Jersey
$337K
PA
109
Pinnacle Associates
New York
$318K
AA
110
Advisory Alpha
Michigan
$313K
PIMG
111
Patriot Investment Management Group
Tennessee
$305K
Comerica Bank
112
Comerica Bank
Texas
$299K
WIA
113
World Investment Advisors
California
$297K
SA
114
Sovran Advisors
California
$287K
PWM
115
Perigon Wealth Management
California
$284K
1IA
116
1834 Investment Advisors
Wisconsin
$274K
PTC
117
Private Trust Company
Ohio
$266K
IA
118
IFP Advisors
Florida
$262K
BCM
119
Bluefin Capital Management
New York
$259K
HA
120
Hofer & Associates
California
$258K
SS
121
Sunbelt Securities
Texas
$257K
AWA
122
Acorn Wealth Advisors
Michigan
$247K
AWM
123
Accel Wealth Management
Iowa
$237K
CTFG
124
Capstone Triton Financial Group
Oklahoma
$235K
FIA
125
Foundations Investment Advisors
Arizona
$231K