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VanEck Preferred Securities ex Financials ETF

209 hedge funds and large institutions have $587M invested in VanEck Preferred Securities ex Financials ETF in 2025 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 88 increasing their positions, 58 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 12

52% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 58

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

12% more capital invested

Capital invested by funds: $523M → $587M (+$64.6M)

10% more funds holding

Funds holding: 190209 (+19)

1.95% more ownership

Funds ownership: 27.03%28.98% (+2%)

Holders
209
Holders Change
+19
Holders Change %
+10%
% of All Funds
2.54%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
31
Increased
88
Reduced
58
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BRIA
101
Balanced Rock Investment Advisors
Massachusetts
$511K +$29.2K +1,651 +6%
Focus Partners Wealth
102
Focus Partners Wealth
Massachusetts
$507K +$314K +17,742 +162%
BFA
103
Beaumont Financial Advisors
Massachusetts
$484K +$5.03K +284 +1%
SF
104
Summit Financial
New Jersey
$482K -$61.2K -3,452 -11%
BTC
105
Bank & Trust Company
Illinois
$446K
IA
106
IFP Advisors
Florida
$428K +$73.3K +4,140 +21%
OCA
107
OpenArc Corporate Advisory
Georgia
$427K +$428K +24,180 New
OPAM
108
Ocean Park Asset Management
California
$426K -$2.04M -115,200 -83%
SWP
109
Stratos Wealth Partners
Ohio
$422K +$8.2K +463 +2%
AIS
110
Accredited Investor Services
Minnesota
$390K -$204K -11,520 -34%
TIP
111
Tandem Investment Partners
New Jersey
$388K +$43.8K +2,475 +13%
PA
112
Procyon Advisors
Connecticut
$385K
SIC
113
Samalin Investment Counsel
New York
$384K -$119K -6,698 -24%
AA
114
Apriem Advisors
California
$371K -$30.1K -1,700 -7%
BCWM
115
Bartlett & Co Wealth Management
Ohio
$360K -$30.8K -1,740 -8%
TWM
116
TCFG Wealth Management
California
$352K -$3.42K -193 -1%
PWM
117
Perigon Wealth Management
California
$349K +$51K +2,880 +17%
WSFG
118
Wall Street Financial Group
Illinois
$332K +$54.1K +3,053 +19%
PIMG
119
Patriot Investment Management Group
Tennessee
$328K +$8.43K +476 +3%
TYCC
120
Texas Yale Capital Corp
Florida
$326K +$7.28K +411 +2%
Susquehanna International Group
121
Susquehanna International Group
Pennsylvania
$323K -$1.15M -65,139 -78%
AA
122
Advisory Alpha
Michigan
$317K +$318K +17,944 New
Cerity Partners
123
Cerity Partners
New York
$314K
WIA
124
World Investment Advisors
California
$311K +$20.6K +1,160 +7%
AC
125
AlphaCore Capital
California
$307K +$68.5K +3,866 +29%