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VanEck Preferred Securities ex Financials ETF

129 hedge funds and large institutions have $176M invested in VanEck Preferred Securities ex Financials ETF in 2022 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 37 increasing their positions, 50 reducing their positions, and 13 closing their positions.

Holders
129
Holders Change
-4
Holders Change %
-3.01%
% of All Funds
2.23%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
9
Increased
37
Reduced
50
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$14.2M 828,008 -22,563 -3%
Morgan Stanley
2
Morgan Stanley
New York
$13.9M 806,728 +180,096 +29%
MWM
3
MY Wealth Management
Maryland
$13.3M 775,058 +756,743 +4,132%
Wells Fargo
4
Wells Fargo
California
$9.93M 577,324 -4,154 -0.7%
UBS Group
5
UBS Group
Switzerland
$9M 523,394 -60,862 -10%
1IA
6
1834 Investment Advisors
Wisconsin
$6.17M 358,699 -355,478 -50%
Osaic Holdings
7
Osaic Holdings
Arizona
$5.97M 347,019 +50,659 +17%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$5.9M 343,099 +7,113 +2%
RRWA
9
Rainey & Randall Wealth Advisors
Florida
$4.65M 270,243 +4,859 +2%
Bank of America
10
Bank of America
North Carolina
$4.28M 248,556 +108,415 +77%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$3.82M 222,276 -13,117 -6%
Sumitomo Mitsui Trust Group
12
Sumitomo Mitsui Trust Group
Japan
$3.32M 192,919 -24,433 -11%
MML Investors Services
13
MML Investors Services
Massachusetts
$3.22M 187,164 +14,106 +8%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$3.04M 176,740 +7,228 +4%
SIS
15
Sound Income Strategies
Florida
$2.97M 172,357 +6,155 +4%
PAG
16
Private Advisor Group
New Jersey
$2.86M 166,252 +84,805 +104%
KAS
17
Kestra Advisory Services
Texas
$2.73M 158,669 +4,985 +3%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$2.66M 154,422 -12,224 -7%
TWM
19
Tanager Wealth Management
United Kingdom
$2.65M 154,030 -19,627 -11%
PA
20
Procyon Advisors
Connecticut
$2.57M 149,653 +7,957 +6%
BFS
21
Bard Financial Services
Connecticut
$2.52M 146,560 -3,500 -2%
TYCC
22
Texas Yale Capital Corp
Florida
$2.51M 145,713 -64,955 -31%
NAM
23
NTV Asset Management
West Virginia
$2.47M 143,850 +700 +0.5%
Lido Advisors
24
Lido Advisors
California
$2.39M 139,119 -752 -0.5%
AWS
25
Atria Wealth Solutions
New York
$2.3M 134,010 +2,234 +2%