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VanEck Preferred Securities ex Financials ETF

183 hedge funds and large institutions have $467M invested in VanEck Preferred Securities ex Financials ETF in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 64 increasing their positions, 59 reducing their positions, and 25 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: $ → $

12% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 25

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
183
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

Top Buyers

1 +$5.33M
2 +$4.79M
3 +$2.24M
4
BI
Ballast Inc
Kentucky
+$1.74M
5
Creative Planning
Creative Planning
Kansas
+$1.29M

Top Sellers

1 -$35.8M
2 -$8.16M
3 -$7.5M
4
Bank of America
Bank of America
North Carolina
-$6.66M
5
Stifel Financial
Stifel Financial
Missouri
-$2.54M
Name Holding Trade Value Shares
Change
Change in
Stake
FIA
126
Foundations Investment Advisors
Arizona
$231K
CP
127
Creekside Partners
California
$230K
GAM
128
Gould Asset Management
California
$228K
KA
129
Kovack Advisors
Florida
$224K
LSWP
130
Liberty Square Wealth Partners
Pennsylvania
$223K
OCM
131
Orleans Capital Management
Louisiana
$218K
Cerity Partners
132
Cerity Partners
New York
$211K
FFWM
133
Future Financial Wealth Management
Ohio
$195K
ORC
134
O'Rourke & Company
Massachusetts
$185K
BHBT
135
Burke & Herbert Bank & Trust
Virginia
$184K
MHFA
136
Mission Hills Financial Advisory
California
$182K
FWSM
137
First Wilshire Securities Management
California
$182K
SCA
138
STALEY CAPITAL ADVISERS
Pennsylvania
$171K
RFA
139
Register Financial Advisors
Georgia
$163K
Citigroup
140
Citigroup
New York
$159K
MCM
141
MAI Capital Management
Ohio
$139K
MIA
142
MeadowBrook Investment Advisors
Michigan
$121K
PP
143
Prudential plc
United Kingdom
$116K
BF
144
BOK Financial
Oklahoma
$108K
GRP
145
Global Retirement Partners
California
$99.2K
AC
146
AlphaCore Capital
California
$94.4K
WP
147
WealthShield Partners
North Carolina
$87.1K
Qube Research & Technologies (QRT)
148
Qube Research & Technologies (QRT)
United Kingdom
$70.4K
Carson Wealth (CWM LLC)
149
Carson Wealth (CWM LLC)
Nebraska
$70K
AAP
150
Arax Advisory Partners
Colorado
$63.5K