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VanEck Preferred Securities ex Financials ETF

182 hedge funds and large institutions have $468M invested in VanEck Preferred Securities ex Financials ETF in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 66 increasing their positions, 57 reducing their positions, and 28 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: $ → $

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

25% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 28

Holders
182
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
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
151
Darwin Wealth Management
Florida
$61.5K
NS
152
NBC Securities
Alabama
$50K
DFA
153
DHJJ Financial Advisors
Illinois
$48.2K
GGI
154
Godsey & Gibb Inc
Virginia
$39.7K
William Blair & Company
155
William Blair & Company
Illinois
$34.2K
GWSG
156
GPS Wealth Strategies Group
Colorado
$32.5K
AF
157
Allworth Financial
California
$29K
Simplex Trading
158
Simplex Trading
Illinois
$27K
CAL
159
Capital Advisors Ltd
Ohio
$26K
PA
160
Parallel Advisors
California
$15.5K
MAWAG
161
Mid-American Wealth Advisory Group
Missouri
$13.2K
WWM
162
Wolff Wiese Magana
California
$12.6K
WBC
163
West Branch Capital
Massachusetts
$11K
EWA
164
EverSource Wealth Advisors
Alabama
$9.57K
CWM
165
Crowley Wealth Management
Delaware
$9.42K
BWL
166
Bogart Wealth LLC
Virginia
$9.06K
AAS
167
Ameritas Advisory Services
Nebraska
$8.65K
Fidelity Investments
168
Fidelity Investments
Massachusetts
$8.55K
PNC Financial Services Group
169
PNC Financial Services Group
Pennsylvania
$7.88K
HR
170
Howe & Rusling
New York
$6.73K
RFS
171
Richardson Financial Services
Massachusetts
$5.56K
VFM
172
Vision Financial Markets
Connecticut
$5.54K
AP
173
Aspect Partners
Virginia
$5.14K
AF
174
Advisornet Financial
Minnesota
$4.57K
FDCDDQ
175
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.28K