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VanEck Preferred Securities ex Financials ETF

182 hedge funds and large institutions have $468M invested in VanEck Preferred Securities ex Financials ETF in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 66 increasing their positions, 57 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

25% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 28

Holders
182
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CP
126
Creekside Partners
California
$230K
GAM
127
Gould Asset Management
California
$228K
KA
128
Kovack Advisors
Florida
$224K
LSWP
129
Liberty Square Wealth Partners
Pennsylvania
$223K
OCM
130
Orleans Capital Management
Louisiana
$218K
Cerity Partners
131
Cerity Partners
New York
$211K
FFWM
132
Future Financial Wealth Management
Ohio
$195K
ORC
133
O'Rourke & Company
Massachusetts
$185K
BHBT
134
Burke & Herbert Bank & Trust
Virginia
$184K
MHFA
135
Mission Hills Financial Advisory
California
$182K
FWSM
136
First Wilshire Securities Management
California
$182K
SCA
137
STALEY CAPITAL ADVISERS
Pennsylvania
$171K
RFA
138
Register Financial Advisors
Georgia
$163K
Citigroup
139
Citigroup
New York
$159K
MCM
140
MAI Capital Management
Ohio
$139K
MIA
141
MeadowBrook Investment Advisors
Michigan
$121K
PP
142
Prudential plc
United Kingdom
$116K
BF
143
BOK Financial
Oklahoma
$108K
GRP
144
Global Retirement Partners
California
$99.2K
AC
145
AlphaCore Capital
California
$94.4K
WP
146
WealthShield Partners
North Carolina
$87.1K
Qube Research & Technologies (QRT)
147
Qube Research & Technologies (QRT)
United Kingdom
$70.4K
Carson Wealth (CWM LLC)
148
Carson Wealth (CWM LLC)
Nebraska
$70K
AAP
149
Arax Advisory Partners
Colorado
$63.5K
CIAS
150
Capital Investment Advisory Services
North Carolina
$62K