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VanEck Preferred Securities ex Financials ETF

149 hedge funds and large institutions have $375M invested in VanEck Preferred Securities ex Financials ETF in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 59 increasing their positions, 39 reducing their positions, and 15 closing their positions.

Holders
149
Holders Change
+6
Holders Change %
+4.2%
% of All Funds
2.38%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
23
Increased
59
Reduced
39
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$31.3M 1,864,269 +446,812 +32%
Bank of America
2
Bank of America
North Carolina
$29.6M 1,762,440 +833,620 +90%
SOWBOCOPL
3
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
$25.6M 1,525,220
LPL Financial
4
LPL Financial
California
$22.7M 1,351,116 +75,101 +6%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$20.1M 1,195,864 +365,180 +44%
RCI
6
RS Crum Inc
California
$19M 1,132,112 +900,627 +389%
PA
7
Procyon Advisors
Connecticut
$16.5M 981,839 +289,809 +42%
TWM
8
Tanager Wealth Management
United Kingdom
$16.1M 955,170 +98,697 +12%
MWM
9
MY Wealth Management
Maryland
$15.9M 945,263 -18,699 -2%
Ameriprise
10
Ameriprise
Minnesota
$14.9M 971,278 +527,720 +119%
Wells Fargo
11
Wells Fargo
California
$13.8M 821,052 -7,186 -0.9%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$12.8M 758,522 +346,324 +84%
Osaic Holdings
13
Osaic Holdings
Arizona
$11.7M 695,338 +252,186 +57%
RJA
14
Raymond James & Associates
Florida
$7.5M 446,074 +311,634 +232%
MML Investors Services
15
MML Investors Services
Massachusetts
$7.41M 440,921 +93,865 +27%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$5.95M 353,744 +26,980 +8%
LFAS
17
Level Four Advisory Services
Texas
$5.36M 318,765 +8,241 +3%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$5.23M 311,242 +12,499 +4%
PAG
19
Private Advisor Group
New Jersey
$4.27M 254,227 +71,604 +39%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$4.14M 246,107 +38,224 +18%
Sumitomo Mitsui Trust Group
21
Sumitomo Mitsui Trust Group
Japan
$4.11M 244,769 -14,607 -6%
KAS
22
Kestra Advisory Services
Texas
$4.03M 239,855 +50,448 +27%
SIS
23
Sound Income Strategies
Florida
$3.81M 226,618 +12,288 +6%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$3.63M 215,702 +13,319 +7%
PAS
25
Park Avenue Securities
New York
$3.49M 207,401 +51,900 +33%