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VanEck Preferred Securities ex Financials ETF

190 hedge funds and large institutions have $561M invested in VanEck Preferred Securities ex Financials ETF in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 76 increasing their positions, 47 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
+10
Holders Change %
+5.56%
% of All Funds
2.53%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
32
Increased
76
Reduced
47
Closed
18
Calls
$231K
Puts
$41K
Net Calls
+$190K
Net Calls Change
+$104K
Name Holding Trade Value Shares
Change
Shares
Change %
BF
151
BOK Financial
Oklahoma
$108K
MA
152
Montag & Associates
Georgia
$101K +$3.43K +199 +4%
Carson Wealth (CWM LLC)
153
Carson Wealth (CWM LLC)
Nebraska
$88K
WP
154
WealthShield Partners
North Carolina
$87.7K +$863 +50 +1%
FWP
155
FAS Wealth Partners
Kansas
$62.9K +$2.14K +124 +4%
CIAS
156
Capital Investment Advisory Services
North Carolina
$62.4K -$8.26K -479 -12%
William Blair & Company
157
William Blair & Company
Illinois
$53.1K +$12.8K +743 +32%
Citadel Advisors
158
Citadel Advisors
Florida
$51K +$51K +2,957 New
DRP
159
Decker Retirement Planning
Utah
$42.1K +$42.1K +2,443 New
Fidelity Investments
160
Fidelity Investments
Massachusetts
$40.8K +$40.7K +2,359 +78,633%
GGI
161
Godsey & Gibb Inc
Virginia
$40K
AG
162
AmeriFlex Group
Nevada
$39.4K +$39.4K +2,262 New
DWM
163
Darwin Wealth Management
Florida
$37.6K +$10.4K +605 +38%
Bank of Montreal
164
Bank of Montreal
Ontario, Canada
$34.5K -$32.7K -1,897 -49%
GWSG
165
GPS Wealth Strategies Group
Colorado
$32.8K
AWM
166
AE Wealth Management
Kansas
$31.6K +$31.6K +1,833 New
Simplex Trading
167
Simplex Trading
Illinois
$24K +$17.1K +1,015 +250%
Fifth Third Bancorp
168
Fifth Third Bancorp
Ohio
$18.1K
PA
169
Parallel Advisors
California
$15.6K -$6.56K -380 -30%
WWM
170
Wolff Wiese Magana
California
$12.7K
CAS
171
Coppell Advisory Solutions
Texas
$12K +$862 +50 +8%
AWM
172
Avior Wealth Management
Nebraska
$10.4K +$10.4K +605 New
PIS
173
POM Investment Strategies
North Carolina
$10.1K +$10.1K +586 New
EWA
174
EverSource Wealth Advisors
Alabama
$9.64K
CWM
175
Crowley Wealth Management
Delaware
$9.49K +$9.49K +550 New