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VanEck Preferred Securities ex Financials ETF

140 hedge funds and large institutions have $193M invested in VanEck Preferred Securities ex Financials ETF in 2022 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 43 increasing their positions, 47 reducing their positions, and 14 closing their positions.

Holders
140
Holders Change
+11
Holders Change %
+8.53%
% of All Funds
2.26%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
26
Increased
43
Reduced
47
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$13.9M 832,140 +4,132 +0.5%
Morgan Stanley
2
Morgan Stanley
New York
$13.7M 821,232 +14,504 +2%
MWM
3
MY Wealth Management
Maryland
$13.2M 788,361 +13,303 +2%
TWM
4
Tanager Wealth Management
United Kingdom
$12.5M 747,537 +593,507 +385%
Wells Fargo
5
Wells Fargo
California
$11.9M 710,380 +133,056 +23%
PA
6
Procyon Advisors
Connecticut
$8.59M 513,798 +364,145 +243%
Osaic Holdings
7
Osaic Holdings
Arizona
$5.69M 340,201 -6,818 -2%
Bank of America
8
Bank of America
North Carolina
$5.64M 337,448 +88,892 +36%
Sumitomo Mitsui Trust Group
9
Sumitomo Mitsui Trust Group
Japan
$5.02M 300,451 +107,532 +56%
MML Investors Services
10
MML Investors Services
Massachusetts
$4.81M 287,884 +100,720 +54%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$4.67M 279,331 +184,527 +195%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$4.45M 266,269 +89,529 +51%
1IA
13
1834 Investment Advisors
Wisconsin
$4.08M 244,217 -114,482 -32%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$3.98M 238,166 +15,890 +7%
RCI
15
RS Crum Inc
California
$3.85M 230,295 +193,925 +533%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$3.51M 210,342 -132,757 -39%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$3.51M 210,099 +55,677 +36%
CBB
18
Citizens Business Bank
California
$3.39M 203,053 +203,053 New
SIS
19
Sound Income Strategies
Florida
$3.22M 192,811 +20,454 +12%
WAM
20
Wakefield Asset Management
Colorado
$2.96M 176,854 +176,854 New
KAS
21
Kestra Advisory Services
Texas
$2.68M 160,156 +1,487 +0.9%
PAG
22
Private Advisor Group
New Jersey
$2.52M 171,108 +4,856 +3%
Lido Advisors
23
Lido Advisors
California
$2.38M 142,616 +3,497 +3%
NAM
24
NTV Asset Management
West Virginia
$2.17M 130,150 -13,700 -10%
UBS Group
25
UBS Group
Switzerland
$2.1M 125,588 -397,806 -76%