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VanEck Preferred Securities ex Financials ETF

209 hedge funds and large institutions have $587M invested in VanEck Preferred Securities ex Financials ETF in 2025 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 88 increasing their positions, 58 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 12

52% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 58

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

12% more capital invested

Capital invested by funds: $523M → $587M (+$64.6M)

10% more funds holding

Funds holding: 190209 (+19)

1.95% more ownership

Funds ownership: 27.03%28.98% (+2%)

Holders
209
Holders Change
+19
Holders Change %
+10%
% of All Funds
2.54%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
31
Increased
88
Reduced
58
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MHFA
151
Mission Hills Financial Advisory
California
$201K +$13.3K +751 +7%
Members Trust
152
Members Trust
Florida
$198K +$199K +11,205 New
PFS
153
Prospera Financial Services
Texas
$196K +$197K +11,104 New
PA
154
Pinnacle Associates
New York
$194K -$134K -7,583 -41%
KA
155
Kovack Advisors
Florida
$191K
CWP
156
Core Wealth Partners
California
$189K
RFA
157
Register Financial Advisors
Georgia
$186K
ASN
158
Advisory Services Network
Georgia
$186K +$77.8K +4,389 +72%
FWSM
159
First Wilshire Securities Management
California
$182K -$3.06K -173 -2%
ECM
160
Evergreen Capital Management
Washington
$180K
SCA
161
STALEY CAPITAL ADVISERS
Pennsylvania
$177K
CF
162
Centaurus Financial
California
$172K +$20.7K +1,166 +14%
MCM
163
MAI Capital Management
Ohio
$143K
PP
164
Prudential plc
United Kingdom
$120K
MIA
165
MeadowBrook Investment Advisors
Michigan
$119K
CIAS
166
Capital Investment Advisory Services
North Carolina
$115K +$51.4K +2,900 +80%
BF
167
BOK Financial
Oklahoma
$111K
DWM
168
Darwin Wealth Management
Florida
$92.4K +$2.23K +126 +2%
WP
169
WealthShield Partners
North Carolina
$91K +$726 +41 +0.8%
AF
170
Allworth Financial
California
$77.3K +$25.9K +1,463 +50%
CAL
171
Capital Advisors Ltd
Ohio
$77K +$24.7K +1,393 +47%
Carson Wealth (CWM LLC)
172
Carson Wealth (CWM LLC)
Nebraska
$71K -$32.6K -1,839 -31%
NS
173
NBC Securities
Alabama
$51.8K
HPWM
174
High Point Wealth Management
New Jersey
$50.1K +$50.2K +2,836 New
RFP
175
Root Financial Partners
California
$41.5K +$8.31K +469 +25%