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VanEck Preferred Securities ex Financials ETF
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Overview Fund Activity

146 hedge funds and large institutions have $262M invested in VanEck Preferred Securities ex Financials ETF in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 49 increasing their positions, 44 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
+6
Holders Change %
+4.29%
% of All Funds
2.34%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
24
Increased
49
Reduced
44
Closed
16
Calls
$37K
Puts
$4K
Net Calls
+$33K
Net Calls Change
+$33K

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$10.6M
2
MWM
2
Moran Wealth Management
Florida
$5.14M
3
Morgan Stanley
3
Morgan Stanley
New York
$19.4M
4
AWM
4
AE Wealth Management
Kansas
$3.75M
5
PA
5
Procyon Advisors
Connecticut
$11.6M

Top Sellers

1
CBB
1
Citizens Business Bank
California
$0
2
Truist Financial
2
Truist Financial
North Carolina
$197K
3
WAM
3
Wakefield Asset Management
Colorado
$2.52M
4
1IA
4
1834 Investment Advisors
Wisconsin
$3.73M
5
TAM
5
Tocqueville Asset Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
126
Wolff Wiese Magana
California
$17.5K – – –
CA
127
Crewe Advisors
Utah
$16.8K – – –
BFEC
128
Benjamin F. Edwards & Company
Missouri
$16K -$4.36K -252 -21%
TIM
129
Thompson Investment Management
Wisconsin
$13.2K +$13.2K +747 New
S
130
SignatureFD
Georgia
$10.1K +$2.21K +125 +28%
RAM
131
Riggs Asset Management
Pennsylvania
$9.88K +$9.88K +560 New
RCM
132
Raleigh Capital Management
North Carolina
$9K – – –
HGERS
133
Householder Group Estate & Retirement Specialist
Arizona
$9K +$9K +500 New
WBC
134
West Branch Capital
Massachusetts
$8.95K +$35 +2 +0.4%
AAS
135
Ameritas Advisory Services
Nebraska
$8.91K +$8.91K +505 New
BCMLT
136
Beacon Capital Management LLC (Tennessee)
Tennessee
$8.61K -$35 -2 -0.4%
PFG
137
Piershale Financial Group
Illinois
$5.3K – – –
HI
138
Harbour Investments
Wisconsin
$5.3K – – –
Commonwealth Equity Services
139
Commonwealth Equity Services
Massachusetts
$5.14K +$437 +24,752 +9%
FDCDDQ
140
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.4K – – –
CFD
141
Creative Financial Designs
Indiana
$3.35K – – –
CFGS
142
Concourse Financial Group Securities
Alabama
$2.56K – – –
SSC
143
Syverson Strege & Co
Iowa
$2.56K +$2.56K +145 New
GI
144
Gradient Investments
Minnesota
$2.14K – – –
DAM
145
Delta Asset Management
Tennessee
$1.85K – – –
TAM
146
Tucker Asset Management
Colorado
$1.77K +$1.77K +100 New
CBB
147
Citizens Business Bank
California
– -$3.39M -203,053 Closed
TAM
148
Tocqueville Asset Management
New York
– -$526K -31,500 Closed
Mariner
149
Mariner
Kansas
– -$516K -30,862 Closed
Jane Street
150
Jane Street
New York
– -$342K -20,457 Closed
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