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VanEck Preferred Securities ex Financials ETF

183 hedge funds and large institutions have $467M invested in VanEck Preferred Securities ex Financials ETF in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 64 increasing their positions, 59 reducing their positions, and 25 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: $ → $

12% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 25

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
183
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

Top Buyers

1 +$5.33M
2 +$4.79M
3 +$2.24M
4
BI
Ballast Inc
Kentucky
+$1.74M
5
Creative Planning
Creative Planning
Kansas
+$1.29M

Top Sellers

1 -$35.8M
2 -$8.16M
3 -$7.5M
4
Bank of America
Bank of America
North Carolina
-$6.66M
5
Stifel Financial
Stifel Financial
Missouri
-$2.54M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
101
Apriem Advisors
California
$389K
CWP
102
Core Wealth Partners
California
$385K
BCWM
103
Bartlett & Co Wealth Management
Ohio
$379K
PA
104
Procyon Advisors
Connecticut
$377K
Citadel Advisors
105
Citadel Advisors
Florida
$369K
FF
106
Fortitude Financial
Washington
$356K
OIA
107
OneDigital Investment Advisors
Kansas
$353K
TWM
108
TCFG Wealth Management
California
$346K
TIP
109
Tandem Investment Partners
New Jersey
$337K
PA
110
Pinnacle Associates
New York
$318K
AA
111
Advisory Alpha
Michigan
$313K
PIMG
112
Patriot Investment Management Group
Tennessee
$305K
Comerica Bank
113
Comerica Bank
Texas
$299K
WIA
114
World Investment Advisors
California
$297K
SA
115
Sovran Advisors
California
$287K
PWM
116
Perigon Wealth Management
California
$284K
1IA
117
1834 Investment Advisors
Wisconsin
$274K
PTC
118
Private Trust Company
Ohio
$266K
IA
119
IFP Advisors
Florida
$262K
BCM
120
Bluefin Capital Management
New York
$259K
HA
121
Hofer & Associates
California
$258K
SS
122
Sunbelt Securities
Texas
$257K
AWA
123
Acorn Wealth Advisors
Michigan
$247K
AWM
124
Accel Wealth Management
Iowa
$237K
CTFG
125
Capstone Triton Financial Group
Oklahoma
$235K