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VanEck Preferred Securities ex Financials ETF
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Overview Fund Activity

146 hedge funds and large institutions have $262M invested in VanEck Preferred Securities ex Financials ETF in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 49 increasing their positions, 44 reducing their positions, and 16 closing their positions.

Holders
146
Holders Change
+6
Holders Change %
+4.29%
% of All Funds
2.34%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
24
Increased
49
Reduced
44
Closed
16
Calls
$37K
Puts
$4K
Net Calls
+$33K
Net Calls Change
+$33K

Top Buyers

1
SOWBOCOPL
1
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
$27.3M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$10.6M
3
MWM
3
Moran Wealth Management
Florida
$5.14M
4
Morgan Stanley
4
Morgan Stanley
New York
$19.4M
5
AWM
5
AE Wealth Management
Kansas
$3.75M

Top Sellers

1
CBB
1
Citizens Business Bank
California
$0
2
Truist Financial
2
Truist Financial
North Carolina
$197K
3
WAM
3
Wakefield Asset Management
Colorado
$2.52M
4
1IA
4
1834 Investment Advisors
Wisconsin
$3.73M
5
TAM
5
Tocqueville Asset Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SOWBOCOPL
1
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
$27.3M 1,547,620 +1,547,620 New
Morgan Stanley
2
Morgan Stanley
New York
$19.4M 1,097,465 +276,233 +34%
LPL Financial
3
LPL Financial
California
$16.7M 944,232 +112,092 +13%
MWM
4
MY Wealth Management
Maryland
$16.4M 930,589 +142,228 +18%
TWM
5
Tanager Wealth Management
United Kingdom
$14.3M 808,594 +61,057 +8%
Wells Fargo
6
Wells Fargo
California
$12.2M 689,240 -21,140 -3%
PA
7
Procyon Advisors
Connecticut
$11.6M 656,917 +143,119 +28%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$10.6M 598,454 +388,112 +185%
Osaic Holdings
9
Osaic Holdings
Arizona
$7.34M 415,763 +75,562 +22%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$7.07M 400,591 +121,260 +43%
Bank of America
11
Bank of America
North Carolina
$6.2M 351,214 +13,766 +4%
MML Investors Services
12
MML Investors Services
Massachusetts
$5.64M 319,257 +31,373 +11%
MWM
13
Moran Wealth Management
Florida
$5.14M 291,272 +291,272 New
Sumitomo Mitsui Trust Group
14
Sumitomo Mitsui Trust Group
Japan
$4.99M 282,761 -17,690 -6%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$4.9M 277,551 +39,385 +17%
AWM
16
AE Wealth Management
Kansas
$3.75M 212,725 +212,725 New
1IA
17
1834 Investment Advisors
Wisconsin
$3.73M 211,053 -33,164 -14%
RCI
18
RS Crum Inc
California
$3.64M 205,975 -24,320 -11%
SIS
19
Sound Income Strategies
Florida
$3.59M 203,132 +10,321 +5%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$3.51M 199,077 -11,022 -5%
PAG
21
Private Advisor Group
New Jersey
$3.09M 175,247 +4,139 +2%
KAS
22
Kestra Advisory Services
Texas
$2.79M 158,130 -2,026 -1%
Lido Advisors
23
Lido Advisors
California
$2.61M 147,905 +5,289 +4%
FFWM
24
Future Financial Wealth Management
Ohio
$2.55M 145,874 +62,150 +74%
WAM
25
Wakefield Asset Management
Colorado
$2.52M 142,964 -33,890 -19%
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