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VanEck Preferred Securities ex Financials ETF
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Overview Fund Activity

168 hedge funds and large institutions have $455M invested in VanEck Preferred Securities ex Financials ETF in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 54 increasing their positions, 52 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
+19
Holders Change %
+12.75%
% of All Funds
2.46%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
31
Increased
54
Reduced
52
Closed
12
Calls
$564K
Puts
$43K
Net Calls
+$521K
Net Calls Change
+$521K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$94.1M
2
LPL Financial
2
LPL Financial
California
$30M
3
Bank of America
3
Bank of America
North Carolina
$33.9M
4
CCP
4
Carmel Capital Partners
California
$3.22M
5
FCM
5
Fortis Capital Management
Washington
$2.78M

Top Sellers

1
PA
1
Procyon Advisors
Connecticut
$725K
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$6.65M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$7.9M
4
PAG
4
Private Advisor Group
New Jersey
$2.4M
5
Wells Fargo
5
Wells Fargo
California
$12.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFEC
151
Benjamin F. Edwards & Company
Missouri
$16K – – –
FFA
152
Farther Finance Advisors
California
$14.6K – – –
WWM
153
Wolff Wiese Magana
California
$12.8K -$3.99K -232 -24%
RG
154
Retirement Group
California
$12.5K -$9.88K -575 -44%
WBC
155
West Branch Capital
Massachusetts
$9.11K +$155 +9 +2%
AssetMark Inc
156
AssetMark Inc
California
$8.32K – – –
BCMLT
157
Beacon Capital Management LLC (Tennessee)
Tennessee
$8.15K -$34 -2 -0.4%
HGERS
158
Householder Group Estate & Retirement Specialist
Arizona
$8K – – –
HI
159
Harbour Investments
Wisconsin
$5.15K – – –
PS
160
Principal Securities
Iowa
$5.15K +$5.15K +300 New
FDCDDQ
161
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.3K – – –
Simplex Trading
162
Simplex Trading
Illinois
$4K +$4K +281 New
CFD
163
Creative Financial Designs
Indiana
$3.26K – – –
DAM
164
Delta Asset Management
Tennessee
$1.8K – – –
TAM
165
Tucker Asset Management
Colorado
$1.72K – – –
BTI
166
Blue Trust Inc
Georgia
$1K +$1K +34 New
BNP Paribas Financial Markets
167
BNP Paribas Financial Markets
France
$137 +$137 +8 New
Fidelity Investments
168
Fidelity Investments
Massachusetts
$34 – – –
SWM
169
Stockman Wealth Management
Montana
– -$542K -32,248 Closed
SPC
170
Sigma Planning Corp
Michigan
– -$385K -22,880 Closed
FAIM
171
Financial Advocates Investment Management
Washington
– -$615K -22,870 Closed
CFO
172
Collective Family Office
Pennsylvania
– -$308K -18,300 Closed
AWM
173
Axxcess Wealth Management
California
– -$242K -14,388 Closed
CAAS
174
Capital Asset Advisory Services
Michigan
– -$224K -13,829 Closed
SFPG
175
Stonebridge Financial Planning Group
Florida
– -$212K -12,600 Closed
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