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VanEck Preferred Securities ex Financials ETF
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Overview Fund Activity

143 hedge funds and large institutions have $314M invested in VanEck Preferred Securities ex Financials ETF in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 63 increasing their positions, 31 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
-3
Holders Change %
-2.05%
% of All Funds
2.26%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
18
Increased
63
Reduced
31
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$16.4M
2
LPL Financial
LPL Financial
California
$22.5M
3
Morgan Stanley
Morgan Stanley
New York
$25M
4
LFAS
Level Four Advisory Services
Texas
$5.49M
5
Ameriprise
Ameriprise
Minnesota
$5.66M

Top Sellers

1
MWM
Moran Wealth Management
Florida
$0
2
WAM
Wakefield Asset Management
Colorado
$0
3
IAIM
International Assets Investment Management
Florida
$0
4
FIA
Foundations Investment Advisors
Arizona
$0
5
AI
Atria Investments
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RG
126
Retirement Group
California
$23.1K – – –
First Manhattan
127
First Manhattan
New York
$17.7K – – –
KFI
128
Key Financial Inc
Pennsylvania
$17.7K – – –
WWM
129
Wolff Wiese Magana
California
$17.3K -$212 -12 -1%
CA
130
Crewe Advisors
Utah
$16.8K – – –
BFEC
131
Benjamin F. Edwards & Company
Missouri
$16K – – –
WBC
132
West Branch Capital
Massachusetts
$9.08K +$124 +7 +1%
BCMLT
133
Beacon Capital Management LLC (Tennessee)
Tennessee
$8.61K -$18 -1 -0.2%
AssetMark Inc
134
AssetMark Inc
California
$8.55K +$8.55K +484 New
HI
135
Harbour Investments
Wisconsin
$5.3K – – –
PFG
136
Piershale Financial Group
Illinois
$5.3K – – –
FDCDDQ
137
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.4K – – –
CFD
138
Creative Financial Designs
Indiana
$3.36K – – –
GI
139
Gradient Investments
Minnesota
$2.14K – – –
DAM
140
Delta Asset Management
Tennessee
$1.86K – – –
TAM
141
Tucker Asset Management
Colorado
$1.77K – – –
Qube Research & Technologies (QRT)
142
Qube Research & Technologies (QRT)
United Kingdom
$160 +$160 +12 New
Fidelity Investments
143
Fidelity Investments
Massachusetts
$18 +$18 +1 New
MWM
144
Moran Wealth Management
Florida
– -$5.14M -291,272 Closed
WAM
145
Wakefield Asset Management
Colorado
– -$2.52M -142,964 Closed
FIA
146
Foundations Investment Advisors
Arizona
– -$1.96M -111,225 Closed
AI
147
Atria Investments
North Carolina
– -$1.88M -106,549 Closed
IAIM
148
International Assets Investment Management
Florida
– -$1.97M -102,064 Closed
Mirae Asset Global Investments
149
Mirae Asset Global Investments
South Korea
– -$688K -38,980 Closed
Citadel Advisors
150
Citadel Advisors
Florida
– -$516K -29,232 Closed
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