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VanEck Preferred Securities ex Financials ETF

212 hedge funds and large institutions have $631M invested in VanEck Preferred Securities ex Financials ETF in 2026 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 95 increasing their positions, 65 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 65

44% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 16

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

7% more capital invested

Capital invested by funds: $587M → $631M (+$43.8M)

1% more funds holding

Funds holding: 209212 (+3)

0.82% more ownership

Funds ownership: 28.98%29.8% (+0.82%)

Holders
212
Holders Change
+3
Holders Change %
+1.44%
% of All Funds
2.61%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
23
Increased
95
Reduced
65
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
126
Samalin Investment Counsel
New York
$321K -$62.4K -3,446 -16%
AC
127
AlphaCore Capital
California
$307K +$2.59K +143 +0.8%
Thrivent Financial for Lutherans
128
Thrivent Financial for Lutherans
Minnesota
$294K -$399 -22 -0.1%
SA
129
Sovran Advisors
California
$291K +$5.44K +300 +2%
Mercer Global Advisors
130
Mercer Global Advisors
Colorado
$279K +$288K +15,914 New
KFA
131
Kelleher Financial Advisors
New York
$275K +$2.07K +114 +0.7%
Cerity Partners
132
Cerity Partners
New York
$274K -$39.9K -2,200 -12%
Fifth Third Bancorp
133
Fifth Third Bancorp
Ohio
$273K +$282K +15,575 New
SS
134
Sunbelt Securities
Texas
$269K -$27.2K -1,500 -9%
PFA
135
Pathway Financial Advisers
Indiana
$268K -$30.5K -1,681 -10%
GIA
136
Gladstone Institutional Advisory
Florida
$266K +$275K +15,177 New
SFA
137
Sequoia Financial Advisors
Ohio
$263K -$12.7K -702 -4%
CA
138
CGN Advisors
Kansas
$261K +$270K +14,899 New
1IA
139
1834 Investment Advisors
Wisconsin
$261K -$20.4K -1,128 -7%
FIA
140
Foundations Investment Advisors
Arizona
$261K +$22.6K +1,246 +9%
AWM
141
Apollon Wealth Management
South Carolina
$255K -$14.3K -790 -5%
SWM
142
SHP Wealth Management
Massachusetts
$252K +$261K +14,394 New
HA
143
Hofer & Associates
California
$252K -$5.92K -327 -2%
Fidelity Investments
144
Fidelity Investments
Massachusetts
$249K +$243K +13,403 +1,732%
AWA
145
Acorn Wealth Advisors
Michigan
$248K -$1.03K -57 -0.4%
MA
146
Mezzasalma Advisors
New Jersey
$247K -$1.75M -96,529 -87%
CF
147
Centaurus Financial
California
$247K +$79K +4,362 +45%
MHFA
148
Mission Hills Financial Advisory
California
$246K +$47.8K +2,640 +23%
CSP
149
Cary Street Partners
Virginia
$234K +$6.98K +385 +3%
VHAM
150
Van Hulzen Asset Management
California
$227K +$13.4K +738 +6%