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VanEck Preferred Securities ex Financials ETF
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Overview Fund Activity

187 hedge funds and large institutions have $518M invested in VanEck Preferred Securities ex Financials ETF in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 76 increasing their positions, 57 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
-3
Holders Change %
-1.58%
% of All Funds
2.54%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
19
Increased
76
Reduced
57
Closed
19
Calls
$1.11M
Puts
$34K
Net Calls
+$1.07M
Net Calls Change
+$884K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$41.2M
2
CastleKeep Investment Advisors
2
CastleKeep Investment Advisors
Connecticut
$2.25M
3
CIA
3
Concurrent Investment Advisors
Florida
$5.35M
4
EH
4
Equitable Holdings
New York
$1.49M
5
SPIA
5
Steward Partners Investment Advisory
New York
$4.65M

Top Sellers

1
RCI
1
RS Crum Inc
California
$0
2
Raymond James Financial
2
Raymond James Financial
Florida
$36.5M
3
PAS
3
Park Avenue Securities
New York
$0
4
KAS
4
Kestra Advisory Services
Texas
$2.74M
5
FFWM
5
Future Financial Wealth Management
Ohio
$624K
Name Holding Trade Value Shares
Change 		Shares
Change %
BF
151
BOK Financial
Oklahoma
$106K – – –
AC
152
AlphaCore Capital
California
$90.6K +$90.6K +5,408 New
WP
153
WealthShield Partners
North Carolina
$85.3K +$151 +9 +0.2%
VNA
154
Valley National Advisers
Pennsylvania
$73K +$73K +4,383 New
Carson Wealth (CWM LLC)
155
Carson Wealth (CWM LLC)
Nebraska
$67K -$18.4K -1,100 -22%
CIAS
156
Capital Investment Advisory Services
North Carolina
$60.7K – – –
NS
157
NBC Securities
Alabama
$49K +$49K +2,933 +146,650%
Qube Research & Technologies (QRT)
158
Qube Research & Technologies (QRT)
United Kingdom
$43.9K +$43.9K +2,620 New
GGI
159
Godsey & Gibb Inc
Virginia
$38.8K – – –
AG
160
AmeriFlex Group
Nevada
$37.9K – – –
DWM
161
Darwin Wealth Management
Florida
$37.6K – – –
William Blair & Company
162
William Blair & Company
Illinois
$33.5K -$18.1K -1,077 -35%
AAP
163
Arax Advisory Partners
Colorado
$33.5K +$33.5K +2,000 New
GWSG
164
GPS Wealth Strategies Group
Colorado
$31.8K – – –
AWM
165
AE Wealth Management
Kansas
$23.3K -$7.38K -440 -24%
Fifth Third Bancorp
166
Fifth Third Bancorp
Ohio
$17.6K – – –
PA
167
Parallel Advisors
California
$15.1K – – –
WBC
168
West Branch Capital
Massachusetts
$14K +$5.03K +300 +56%
Simplex Trading
169
Simplex Trading
Illinois
$13K -$9.81K -611 -43%
KFI
170
Key Financial Inc
Pennsylvania
$12.8K +$12.8K +763 New
WWM
171
Wolff Wiese Magana
California
$12.3K – – –
EWA
172
EverSource Wealth Advisors
Alabama
$9.37K – – –
CWM
173
Crowley Wealth Management
Delaware
$9.22K – – –
BWL
174
Bogart Wealth LLC
Virginia
$8.87K – – –
RFS
175
Richardson Financial Services
Massachusetts
$5.45K – – –
5 6
7
8 9