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VanEck Preferred Securities ex Financials ETF
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Overview Fund Activity

190 hedge funds and large institutions have $561M invested in VanEck Preferred Securities ex Financials ETF in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 76 increasing their positions, 47 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
+10
Holders Change %
+5.56%
% of All Funds
2.53%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
32
Increased
76
Reduced
47
Closed
18
Calls
$231K
Puts
$41K
Net Calls
+$190K
Net Calls Change
+$104K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$29.8M
2
LAM
2
L2 Asset Management
Massachusetts
$4.48M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$18.5M
4
QC
4
Quadrature Capital
United Kingdom
$1.9M
5
Jane Street
5
Jane Street
New York
$2.16M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$47.5M
2
OPAM
2
Ocean Park Asset Management
California
$0
3
PAS
3
Park Avenue Securities
New York
$4.5M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RFA
126
Resurgent Financial Advisors
Georgia
$236K -$53.8K -3,117 -19%
GAM
127
Gould Asset Management
California
$233K – – –
CP
128
Creekside Partners
California
$232K – – –
LSWP
129
Liberty Square Wealth Partners
Pennsylvania
$227K +$227K +13,014 New
CastleKeep Investment Advisors
130
CastleKeep Investment Advisors
Connecticut
$223K – – –
OCM
131
Orleans Capital Management
Louisiana
$221K -$7.8K -450 -3%
ORC
132
O'Rourke & Company
Massachusetts
$209K +$5.64K +327 +3%
TSW
133
Three Seasons Wealth
Utah
$208K – – –
HIS
134
Horizon Investment Services
Indiana
$203K -$2.61K -151 -1%
EH
135
Equitable Holdings
New York
$197K +$23.8K +1,382 +14%
MFP
136
Meridian Financial Partners
Virginia
$196K +$196K +11,371 New
AWA
137
Arkadios Wealth Advisors
Georgia
$194K +$3.83K +222 +2%
BHBT
138
Burke & Herbert Bank & Trust
Virginia
$185K – – –
Cerity Partners
139
Cerity Partners
New York
$181K +$181K +10,500 New
MCFP
140
Mallini Complete Financial Planning
Florida
$179K +$179K +10,360 New
AAS
141
Avantax Advisory Services
Texas
$175K +$175K +10,138 New
RFA
142
Register Financial Advisors
Georgia
$175K +$155 +9 +0.1%
SCA
143
STALEY CAPITAL ADVISERS
Pennsylvania
$173K – – –
IA
144
IFP Advisors
Florida
$169K +$38.1K +2,210 +29%
PTC
145
Private Trust Company
Ohio
$147K – – –
MCM
146
MAI Capital Management
Ohio
$140K +$140K +8,090 New
Citigroup
147
Citigroup
New York
$139K -$24.3K -1,410 -15%
MIA
148
MeadowBrook Investment Advisors
Michigan
$129K – – –
PP
149
Prudential plc
United Kingdom
$117K – – –
VHAM
150
Van Hulzen Asset Management
California
$113K +$113K +6,557 New
4 5
6
7 8