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VanEck Preferred Securities ex Financials ETF
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Overview Fund Activity

180 hedge funds and large institutions have $574M invested in VanEck Preferred Securities ex Financials ETF in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 71 increasing their positions, 55 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
180
Holders Change
+1
Holders Change %
+0.56%
% 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
19
Increased
71
Reduced
55
Closed
16
Calls
$243K
Puts
$157K
Net Calls
+$86K
Net Calls Change
-$136K

Top Buyers

1
CWM
Comprehensive Wealth Management
Washington
$41.1M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$29M
3
Wells Fargo
Wells Fargo
California
$24.6M
4
Morgan Stanley
Morgan Stanley
New York
$57.7M
5
MML Investors Services
MML Investors Services
Massachusetts
$17.4M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$18.1M
2
Bank of America
Bank of America
North Carolina
$62.4M
3
MWM
MY Wealth Management
Maryland
$0
4
UBS Group
UBS Group
Switzerland
$4.16M
5
ARG
Advisory Resource Group
Oklahoma
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TSW
126
Three Seasons Wealth
Utah
$220K – – –
HIS
127
Horizon Investment Services
Indiana
$217K +$217K +11,892 New
ORC
128
O'Rourke & Company
Massachusetts
$216K -$13.2K -722 -6%
US Bancorp
129
US Bancorp
Minnesota
$212K – – –
AWA
130
Arkadios Wealth Advisors
Georgia
$201K +$201K +11,035 New
BHBT
131
Burke & Herbert Bank & Trust
Virginia
$196K – – –
RFA
132
Register Financial Advisors
Georgia
$185K +$274 +15 +0.1%
EH
133
Equitable Holdings
New York
$183K – – –
SCA
134
STALEY CAPITAL ADVISERS
Pennsylvania
$183K – – –
Citigroup
135
Citigroup
New York
$173K -$3.84K -210 -2%
IAIM
136
International Assets Investment Management
Florida
$159K +$159K +3,851,978 +550,283%
PTC
137
Private Trust Company
Ohio
$156K +$20.3K +1,112 +15%
IA
138
IFP Advisors
Florida
$139K +$73.9K +4,048 +114%
MIA
139
MeadowBrook Investment Advisors
Michigan
$136K +$135K +7,397 +11,741%
PP
140
Prudential plc
United Kingdom
$124K – – –
BF
141
BOK Financial
Oklahoma
$115K +$115K +6,313 New
MA
142
Montag & Associates
Georgia
$103K +$103K +5,633 New
CA
143
CoreCap Advisors
Michigan
$100K +$83.4K +4,570 +491%
Carson Wealth (CWM LLC)
144
Carson Wealth (CWM LLC)
Nebraska
$93K – – –
WP
145
WealthShield Partners
North Carolina
$91.9K +$475 +26 +0.5%
CIAS
146
Capital Investment Advisory Services
North Carolina
$74.8K -$4.8K -263 -6%
Bank of Montreal
147
Bank of Montreal
Ontario, Canada
$71.6K +$1.65K +90 +2%
FWP
148
FAS Wealth Partners
Kansas
$64.3K +$1.15K +63 +2%
NS
149
NBC Securities
Alabama
$53K – – –
FCA
150
FinTrust Capital Advisors
South Carolina
$44.9K – – –
4 5
6
7 8