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VanEck Preferred Securities ex Financials ETF
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Overview Fund Activity

179 hedge funds and large institutions have $517M invested in VanEck Preferred Securities ex Financials ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 67 increasing their positions, 52 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
179
Holders Change
+5
Holders Change %
+2.87%
% of All Funds
2.6%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
26
Increased
67
Reduced
52
Closed
18
Calls
$336K
Puts
$114K
Net Calls
+$222K
Net Calls Change
-$268K

Top Buyers

1
CWM
Comprehensive Wealth Management
Washington
$29.4M
2
OPAM
Ocean Park Asset Management
California
$4.94M
3
MML Investors Services
MML Investors Services
Massachusetts
$13.8M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$8.39M
5
CCP
Carmel Capital Partners
California
$6.17M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$49.5M
2
Osaic Holdings
Osaic Holdings
Arizona
$3.35M
3
Bank of America
Bank of America
North Carolina
$62.7M
4
MWM
MY Wealth Management
Maryland
$2.94M
5
CCA
Cadent Capital Advisors
Oklahoma
$1.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
BHBT
126
Burke & Herbert Bank & Trust
Virginia
$185K +$185K +10,720 New
CSPIA
127
Cary Street Partners Investment Advisory
Virginia
$176K +$176K +10,152 New
RFA
128
Register Financial Advisors
Georgia
$175K +$10.6K +614 +6%
EH
129
Equitable Holdings
New York
$173K -$22.4K -1,293 -11%
SCA
130
STALEY CAPITAL ADVISERS
Pennsylvania
$173K – – –
Citigroup
131
Citigroup
New York
$168K -$11.4K -659 -6%
PTC
132
Private Trust Company
Ohio
$128K – – –
PP
133
Prudential plc
United Kingdom
$118K – – –
PNC Financial Services Group
134
PNC Financial Services Group
Pennsylvania
$107K -$109K -6,300 -50%
Carson Wealth (CWM LLC)
135
Carson Wealth (CWM LLC)
Nebraska
$88K -$55.2K -3,200 -39%
WP
136
WealthShield Partners
North Carolina
$86.6K +$381 +22 +0.4%
CIAS
137
Capital Investment Advisory Services
North Carolina
$75.4K – – –
VanEck Associates
138
VanEck Associates
New York
$66K – – –
Bank of Montreal
139
Bank of Montreal
Ontario, Canada
$65.9K +$10.5K +607 +19%
RIA
140
Realta Investment Advisors
Delaware
$64.1K -$31K -1,793 -33%
IA
141
IFP Advisors
Florida
$61.3K +$11.1K +642 +22%
FWP
142
FAS Wealth Partners
Kansas
$59.8K +$952 +55 +2%
Bessemer Group
143
Bessemer Group
New Jersey
$52K +$52K +3,000 New
NS
144
NBC Securities
Alabama
$50K +$24.4K +1,435 +96%
FCA
145
FinTrust Capital Advisors
South Carolina
$42.6K – – –
GGI
146
Godsey & Gibb Inc
Virginia
$40.1K – – –
Qube Research & Technologies (QRT)
147
Qube Research & Technologies (QRT)
United Kingdom
$36.5K -$50.5K -2,921 -58%
GWSG
148
GPS Wealth Strategies Group
Colorado
$36.3K – – –
William Blair & Company
149
William Blair & Company
Illinois
$34.6K – – –
BFEC
150
Benjamin F. Edwards & Company
Missouri
$26K -$300 -17 -1%
4 5
6
7 8