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VanEck Preferred Securities ex Financials ETF
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Overview Fund Activity

187 hedge funds and large institutions have $518M invested in VanEck Preferred Securities ex Financials ETF in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 76 increasing their positions, 57 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
-3
Holders Change %
-1.58%
% of All Funds
2.54%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
19
Increased
76
Reduced
57
Closed
19
Calls
$1.11M
Puts
$34K
Net Calls
+$1.07M
Net Calls Change
+$884K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$41.2M
2
CastleKeep Investment Advisors
2
CastleKeep Investment Advisors
Connecticut
$2.25M
3
CIA
3
Concurrent Investment Advisors
Florida
$5.35M
4
EH
4
Equitable Holdings
New York
$1.49M
5
SPIA
5
Steward Partners Investment Advisory
New York
$4.65M

Top Sellers

1
RCI
1
RS Crum Inc
California
$0
2
Raymond James Financial
2
Raymond James Financial
Florida
$36.5M
3
PAS
3
Park Avenue Securities
New York
$0
4
KAS
4
Kestra Advisory Services
Texas
$2.74M
5
FFWM
5
Future Financial Wealth Management
Ohio
$624K
Name Holding Trade Value Shares
Change 		Shares
Change %
HF
126
HRT Financial
New York
$247K +$247K +14,758 New
Creative Planning
127
Creative Planning
Kansas
$242K -$30.8K -1,835 -11%
WSFG
128
Wall Street Financial Group
Illinois
$235K +$4.34K +259 +2%
AWM
129
Accel Wealth Management
Iowa
$232K -$11.2K -666 -5%
GAM
130
Gould Asset Management
California
$230K +$3.35K +200 +1%
CP
131
Creekside Partners
California
$225K – – –
KA
132
Kovack Advisors
Florida
$219K -$13.5K -806 -6%
LSWP
133
Liberty Square Wealth Partners
Pennsylvania
$218K – – –
PFS
134
Prospera Financial Services
Texas
$215K -$414K -24,680 -66%
OCM
135
Orleans Capital Management
Louisiana
$214K – – –
Cerity Partners
136
Cerity Partners
New York
$210K +$33.5K +2,000 +19%
ORC
137
O'Rourke & Company
Massachusetts
$208K +$5.08K +303 +2%
RFA
138
Resurgent Financial Advisors
Georgia
$205K -$23.8K -1,422 -10%
IA
139
IFP Advisors
Florida
$205K +$40.4K +2,412 +25%
TSW
140
Three Seasons Wealth
Utah
$202K – – –
FWSM
141
First Wilshire Securities Management
California
$188K -$100K -5,977 -35%
BHBT
142
Burke & Herbert Bank & Trust
Virginia
$180K – – –
MCFP
143
Mallini Complete Financial Planning
Florida
$172K -$1.96K -117 -1%
SCA
144
STALEY CAPITAL ADVISERS
Pennsylvania
$168K – – –
RFA
145
Register Financial Advisors
Georgia
$160K -$10.1K -600 -6%
Citigroup
146
Citigroup
New York
$139K +$3.35K +200 +2%
MCM
147
MAI Capital Management
Ohio
$136K – – –
MA
148
Montag & Associates
Georgia
$122K +$24.3K +1,447 +25%
MIA
149
MeadowBrook Investment Advisors
Michigan
$119K -$6.03K -360 -5%
PP
150
Prudential plc
United Kingdom
$114K – – –
4 5
6
7 8