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VanEck Preferred Securities ex Financials ETF

133 hedge funds and large institutions have $216M invested in VanEck Preferred Securities ex Financials ETF in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 44 increasing their positions, 42 reducing their positions, and 21 closing their positions.

Holders
133
Holders Change
-8
Holders Change %
-5.67%
% of All Funds
2.25%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
15
Increased
44
Reduced
42
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CWM
1
Comprehensive Wealth Management
Washington
$35.4M 1,955,563 +1,955,563 New
LPL Financial
2
LPL Financial
California
$15.4M 850,571 -43,720 -5%
1IA
3
1834 Investment Advisors
Wisconsin
$12.9M 714,177 -13,343 -2%
Morgan Stanley
4
Morgan Stanley
New York
$11.3M 626,632 +9,575 +2%
UBS Group
5
UBS Group
Switzerland
$10.6M 584,256 +300,251 +106%
Wells Fargo
6
Wells Fargo
California
$10.5M 581,478 +100,467 +21%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$6.08M 335,986 +94,286 +39%
Osaic Holdings
8
Osaic Holdings
Arizona
$5.36M 296,360 +45,717 +18%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$4.87M 267,578 +243,799 +1,025%
RRWA
10
Rainey & Randall Wealth Advisors
Florida
$4.8M 265,384 -4,017 -1%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$4.26M 235,393 +24,407 +12%
Sumitomo Mitsui Trust Group
12
Sumitomo Mitsui Trust Group
Japan
$3.93M 217,352 +10,671 +5%
TYCC
13
Texas Yale Capital Corp
Florida
$3.81M 210,668 -12,494 -6%
TWM
14
Tanager Wealth Management
United Kingdom
$3.14M 173,657 +34,837 +25%
MML Investors Services
15
MML Investors Services
Massachusetts
$3.13M 173,058 +27,412 +19%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$3.07M 169,512 +12,334 +8%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$3.02M 166,646 -5,247 -3%
SIS
18
Sound Income Strategies
Florida
$3.01M 166,202 -11,938 -7%
KAS
19
Kestra Advisory Services
Texas
$2.78M 153,684 +13,831 +10%
BFS
20
Bard Financial Services
Connecticut
$2.72M 150,060 -1,000 -0.7%
NAM
21
NTV Asset Management
West Virginia
$2.59M 143,150 -7,300 -5%
PA
22
Procyon Advisors
Connecticut
$2.57M 141,696 +10,289 +8%
Bank of America
23
Bank of America
North Carolina
$2.54M 140,141 -90,628 -39%
Lido Advisors
24
Lido Advisors
California
$2.53M 139,871 +3,915 +3%
AWS
25
Atria Wealth Solutions
New York
$2.39M 131,776 +2,235 +2%