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VanEck Preferred Securities ex Financials ETF
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Overview Fund Activity

98 hedge funds and large institutions have $79.6M invested in VanEck Preferred Securities ex Financials ETF in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 31 increasing their positions, 27 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
-4
Holders Change %
-3.92%
% of All Funds
2.16%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
17
Increased
31
Reduced
27
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAM
Congress Asset Management
Massachusetts
$4.72M
2
Bank of America
Bank of America
North Carolina
$8M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$4.2M
4
UCFA
United Capital Financial Advisors
Texas
$1.2M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$650K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$3.56M
2
Ameriprise
Ameriprise
Minnesota
$2M
3
TYCC
Texas Yale Capital Corp
Florida
$4.23M
4
LWS
Lucia Wealth Services
California
$445K
5
NR
Newfound Research
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$8.46M +$40.4K +2,450 +0.5%
Bank of America
2
Bank of America
North Carolina
$8M +$2.72M +165,004 +52%
CAM
3
Congress Asset Management
Massachusetts
$4.72M +$4.72M +286,042 New
TYCC
4
Texas Yale Capital Corp
Florida
$4.23M -$885K -53,655 -17%
PT
5
Plimoth Trust
Massachusetts
$4.22M +$38.5K +2,334 +0.9%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$4.2M +$2.15M +130,234 +105%
Wells Fargo
7
Wells Fargo
California
$3.62M +$387K +23,472 +12%
Morgan Stanley
8
Morgan Stanley
New York
$3.56M -$2.19M -132,890 -38%
1IA
9
1834 Investment Advisors
Wisconsin
$3.28M -$63.6K -3,854 -2%
ARG
10
Advisory Resource Group
Oklahoma
$2.61M +$418K +25,333 +19%
Osaic Holdings
11
Osaic Holdings
Arizona
$2.43M +$2.43M +148,381 New
Lido Advisors
12
Lido Advisors
California
$2.17M +$481K +29,136 +28%
Mirae Asset Global Investments
13
Mirae Asset Global Investments
South Korea
$2.03M +$486K +29,427 +31%
Ameriprise
14
Ameriprise
Minnesota
$2M -$1.33M -80,623 -40%
JPLA
15
Joseph P. Lucia & Associates
New York
$1.7M +$65.6K +3,979 +4%
UBS Group
16
UBS Group
Switzerland
$1.47M +$187K +11,346 +15%
UCFA
17
United Capital Financial Advisors
Texas
$1.2M +$1.2M +72,858 New
CCG
18
Cypress Capital Group
Florida
$1.12M -$114K -6,899 -9%
Truist Financial
19
Truist Financial
North Carolina
$1.12M -$105K -6,364 -9%
CPIG
20
Chicago Partners Investment Group
Illinois
$1.05M +$4.35K +243 +0.4%
BWM
21
BCS Wealth Management
Tennessee
$918K +$40.5K +2,458 +5%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$866K +$29.4K +1,782 +4%
AF
23
Advisornet Financial
Minnesota
$842K -$10.8K -652 -1%
XF
24
XML Financial
Maryland
$833K +$72K +4,365 +9%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$696K +$95.7K +5,806 +16%
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