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VanEck Preferred Securities ex Financials ETF
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Overview Fund Activity

143 hedge funds and large institutions have $314M invested in VanEck Preferred Securities ex Financials ETF in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 63 increasing their positions, 31 reducing their positions, and 19 closing their positions.

Holders
143
Holders Change
-3
Holders Change %
-2.05%
% of All Funds
2.26%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
18
Increased
63
Reduced
31
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$16.4M
2
MAWAG
2
Mid-American Wealth Advisory Group
Missouri
$7M
3
LPL Financial
3
LPL Financial
California
$22.5M
4
Morgan Stanley
4
Morgan Stanley
New York
$25M
5
LFAS
5
Level Four Advisory Services
Texas
$5.49M

Top Sellers

1
MWM
1
Moran Wealth Management
Florida
$0
2
WAM
2
Wakefield Asset Management
Colorado
$0
3
IAIM
3
International Assets Investment Management
Florida
$0
4
FIA
4
Foundations Investment Advisors
Arizona
$0
5
AI
5
Atria Investments
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SOWBOCOPL
1
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
$27M 1,525,220 -22,400 -1%
Morgan Stanley
2
Morgan Stanley
New York
$25M 1,417,457 +319,992 +29%
LPL Financial
3
LPL Financial
California
$22.5M 1,276,015 +331,783 +35%
MWM
4
MY Wealth Management
Maryland
$17M 963,962 +33,373 +4%
Bank of America
5
Bank of America
North Carolina
$16.4M 928,820 +577,606 +164%
TWM
6
Tanager Wealth Management
United Kingdom
$15.1M 856,473 +47,879 +6%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$14.7M 830,684 +232,230 +39%
Wells Fargo
8
Wells Fargo
California
$14.6M 828,238 +138,998 +20%
PA
9
Procyon Advisors
Connecticut
$12.2M 692,030 +35,113 +5%
Osaic Holdings
10
Osaic Holdings
Arizona
$7.83M 443,152 +27,389 +7%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$7.28M 412,198 +11,607 +3%
MAWAG
12
Mid-American Wealth Advisory Group
Missouri
$7M 398,398 +398,398 New
MML Investors Services
13
MML Investors Services
Massachusetts
$6.13M 347,056 +27,799 +9%
AWM
14
AE Wealth Management
Kansas
$5.91M 334,194 +121,469 +57%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$5.77M 326,764 +49,213 +18%
Ameriprise
16
Ameriprise
Minnesota
$5.66M 443,558 +359,439 +427%
LFAS
17
Level Four Advisory Services
Texas
$5.49M 310,524 +299,774 +2,789%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$5.28M 298,743 +7,722 +3%
Sumitomo Mitsui Trust Group
19
Sumitomo Mitsui Trust Group
Japan
$4.58M 259,376 -23,385 -8%
RCI
20
RS Crum Inc
California
$4.09M 231,485 +25,510 +12%
SIS
21
Sound Income Strategies
Florida
$3.79M 214,330 +11,198 +6%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$3.67M 207,883 +84,711 +69%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$3.58M 202,383 +3,306 +2%
KAS
24
Kestra Advisory Services
Texas
$3.35M 189,407 +31,277 +20%
PAG
25
Private Advisor Group
New Jersey
$3.21M 182,623 +7,376 +4%
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