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VanEck Preferred Securities ex Financials ETF

92 hedge funds and large institutions have $105M invested in VanEck Preferred Securities ex Financials ETF in 2020 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 38 increasing their positions, 18 reducing their positions, and 14 closing their positions.

Holders
92
Holders Change
-3
Holders Change %
-3.16%
% of All Funds
1.86%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
13
Increased
38
Reduced
18
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$10.1M 525,853 +4,288 +0.8%
Wells Fargo
2
Wells Fargo
California
$8.82M 459,710 +191,233 +71%
Sumitomo Mitsui Trust Group
3
Sumitomo Mitsui Trust Group
Japan
$8.7M 453,476 +84,507 +23%
Morgan Stanley
4
Morgan Stanley
New York
$6.66M 346,975 +99,406 +40%
CAM
5
Congress Asset Management
Massachusetts
$5.69M 296,552 +10,961 +4%
1IA
6
1834 Investment Advisors
Wisconsin
$5.54M 288,772 +79,418 +38%
PT
7
Plimoth Trust
Massachusetts
$4.69M 244,702 +5,703 +2%
TYCC
8
Texas Yale Capital Corp
Florida
$4.59M 239,409 +1,720 +0.7%
Bank of America
9
Bank of America
North Carolina
$4.53M 235,950 -202,874 -46%
Osaic Holdings
10
Osaic Holdings
Arizona
$3.25M 169,393 +17,527 +12%
UBS Group
11
UBS Group
Switzerland
$3.25M 169,423 +81,443 +93%
Lido Advisors
12
Lido Advisors
California
$2.44M 126,979 +46 +0%
PP
13
Prudential plc
United Kingdom
$2.3M 120,000 +120,000 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$2.06M 107,569 -12,255 -10%
JPLA
15
Joseph P. Lucia & Associates
New York
$1.99M 103,504 +3,115 +3%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$1.98M 103,321 +40,285 +64%
Ameriprise
17
Ameriprise
Minnesota
$1.9M 99,150 +34,831 +54%
KAS
18
Kestra Advisory Services
Texas
$1.78M 94,271 +94,271 New
SWM
19
Stockman Wealth Management
Montana
$1.71M 88,994 +55,573 +166%
RRWA
20
Rainey & Randall Wealth Advisors
Florida
$1.56M 81,344 +81,344 New
CCG
21
Cypress Capital Group
Florida
$1.31M 68,461 +2,740 +4%
Truist Financial
22
Truist Financial
North Carolina
$1.21M 63,235 -1,252 -2%
XF
23
XML Financial
Maryland
$1.14M 59,333 +8,417 +17%
BWM
24
BCS Wealth Management
Tennessee
$1.07M 55,661
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$1.01M 52,688 -320 -0.6%