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VanEck Preferred Securities ex Financials ETF

212 hedge funds and large institutions have $631M invested in VanEck Preferred Securities ex Financials ETF in 2026 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 95 increasing their positions, 65 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 65

44% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 16

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

7% more capital invested

Capital invested by funds: $587M → $631M (+$43.8M)

1% more funds holding

Funds holding: 209212 (+3)

0.82% more ownership

Funds ownership: 28.98%29.8% (+0.82%)

Holders
212
Holders Change
+3
Holders Change %
+1.44%
% of All Funds
2.61%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
23
Increased
95
Reduced
65
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
151
Accel Wealth Management
Iowa
$224K +$54 +3 +0%
MCM
152
Mainstay Capital Management
Michigan
$222K
WIA
153
World Investment Advisors
California
$222K -$90.5K -4,993 -28%
CP
154
Creekside Partners
California
$215K -$254 -14 -0.1%
ORC
155
O'Rourke & Company
Massachusetts
$208K +$7.08K +391 +3%
OC
156
Oppenheimer & Co
New York
$207K -$634 -35 -0.3%
PTC
157
Private Trust Company
Ohio
$200K -$71.3K -3,936 -26%
Members Trust
158
Members Trust
Florida
$197K
PFS
159
Prospera Financial Services
Texas
$195K +$544 +30 +0.3%
QC
160
Quadrature Capital
United Kingdom
$194K +$201K +11,088 New
CWP
161
Core Wealth Partners
California
$187K
RFA
162
Register Financial Advisors
Georgia
$185K
ECM
163
Evergreen Capital Management
Washington
$179K
CA
164
Carson Advisory
Georgia
$179K +$185K +10,200 New
ASN
165
Advisory Services Network
Georgia
$178K -$6.79K -375 -4%
FWSM
166
First Wilshire Securities Management
California
$176K -$4.31K -238 -2%
SCA
167
STALEY CAPITAL ADVISERS
Pennsylvania
$175K
MCM
168
MAI Capital Management
Ohio
$141K -$997 -55 -0.7%
PP
169
Prudential plc
United Kingdom
$119K
MIA
170
MeadowBrook Investment Advisors
Michigan
$118K
BF
171
BOK Financial
Oklahoma
$111K
DWM
172
Darwin Wealth Management
Florida
$98.8K +$7.25K +400 +8%
WP
173
WealthShield Partners
North Carolina
$90.6K +$236 +13 +0.3%
CIAS
174
Capital Investment Advisory Services
North Carolina
$80.8K -$34.6K -1,911 -29%
CAL
175
Capital Advisors Ltd
Ohio
$76K