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VanEck Preferred Securities ex Financials ETF
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Overview Fund Activity

179 hedge funds and large institutions have $517M invested in VanEck Preferred Securities ex Financials ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 67 increasing their positions, 52 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
179
Holders Change
+5
Holders Change %
+2.87%
% of All Funds
2.6%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
26
Increased
67
Reduced
52
Closed
18
Calls
$336K
Puts
$114K
Net Calls
+$222K
Net Calls Change
-$268K

Top Buyers

1
CWM
Comprehensive Wealth Management
Washington
$29.4M
2
OPAM
Ocean Park Asset Management
California
$4.94M
3
MML Investors Services
MML Investors Services
Massachusetts
$13.8M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$8.39M
5
CCP
Carmel Capital Partners
California
$6.17M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$49.5M
2
Osaic Holdings
Osaic Holdings
Arizona
$3.35M
3
Bank of America
Bank of America
North Carolina
$62.7M
4
MWM
MY Wealth Management
Maryland
$2.94M
5
CCA
Cadent Capital Advisors
Oklahoma
$1.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
DZ Bank
151
DZ Bank
Germany
$25.7K – – –
EWA
152
EverSource Wealth Advisors
Alabama
$22.8K – – –
PA
153
Parallel Advisors
California
$22.2K – – –
Fifth Third Bancorp
154
Fifth Third Bancorp
Ohio
$18.2K – – –
CA
155
CoreCap Advisors
Michigan
$16.1K -$5.12K -296 -24%
FFA
156
Farther Finance Advisors
California
$14.6K -$3.5K -204 -19%
RI
157
Ridgewood Investments
New Jersey
$14K +$14K +811 New
WWM
158
Wolff Wiese Magana
California
$12.7K – – –
IAIM
159
International Assets Investment Management
Florida
$12.1K +$12.1K +700 New
WBC
160
West Branch Capital
Massachusetts
$9.22K – – –
BCMLT
161
Beacon Capital Management LLC (Tennessee)
Tennessee
$8.39K – – –
Simplex Trading
162
Simplex Trading
Illinois
$8K -$15.6K -1,013 -66%
HGERS
163
Householder Group Estate & Retirement Specialist
Arizona
$8K – – –
MIA
164
MeadowBrook Investment Advisors
Michigan
$7.4K -$843K -7,172 -99%
GI
165
GAMMA Investing
California
$6.45K +$6.45K +373 New
RFS
166
Richardson Financial Services
Massachusetts
$5.62K -$519 -30 -8%
PS
167
Principal Securities
Iowa
$5.19K -$2.72K -157 -34%
HI
168
Harbour Investments
Wisconsin
$5.19K – – –
CC
169
Cypress Capital
Tennessee
$4.93K +$4.93K +285 New
FDCDDQ
170
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.32K – – –
CFD
171
Creative Financial Designs
Indiana
$3.29K – – –
CA
172
Clearstead Advisors
Ohio
$2.72K +$2.72K +157 New
GI
173
Gradient Investments
Minnesota
$2.16K +$69 +4 +3%
DAM
174
Delta Asset Management
Tennessee
$1.82K – – –
TAM
175
Tucker Asset Management
Colorado
$1.73K – – –
4 5 6
7
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