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VanEck Preferred Securities ex Financials ETF
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Overview Fund Activity

168 hedge funds and large institutions have $455M invested in VanEck Preferred Securities ex Financials ETF in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 54 increasing their positions, 52 reducing their positions, and 12 closing their positions.

Holders
168
Holders Change
+19
Holders Change %
+12.75%
% of All Funds
2.46%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
31
Increased
54
Reduced
52
Closed
12
Calls
$564K
Puts
$43K
Net Calls
+$521K
Net Calls Change
+$521K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$94.1M
2
LPL Financial
2
LPL Financial
California
$30M
3
Bank of America
3
Bank of America
North Carolina
$33.9M
4
CCP
4
Carmel Capital Partners
California
$3.22M
5
SCI
5
Silver Coast Investments
United States
$3.21M

Top Sellers

1
PA
1
Procyon Advisors
Connecticut
$725K
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$6.65M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$7.9M
4
PAG
4
Private Advisor Group
New Jersey
$2.4M
5
Wells Fargo
5
Wells Fargo
California
$12.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$94.1M 5,474,866 +3,610,597 +194%
Bank of America
2
Bank of America
North Carolina
$33.9M 1,972,999 +210,559 +12%
LPL Financial
3
LPL Financial
California
$30M 1,748,830 +397,714 +29%
SOWBOCOPL
4
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
$26.2M 1,525,220 – –
RCI
5
RS Crum Inc
California
$21.7M 1,263,901 +131,789 +12%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$20.8M 1,207,947 +12,083 +1%
Ameriprise
7
Ameriprise
Minnesota
$18.7M 1,087,991 +116,713 +12%
MWM
8
MY Wealth Management
Maryland
$16.3M 947,999 +2,736 +0.3%
TWM
9
Tanager Wealth Management
United Kingdom
$15.7M 914,631 -40,539 -4%
Wells Fargo
10
Wells Fargo
California
$12.2M 712,164 -108,888 -13%
RJA
11
Raymond James & Associates
Florida
$9.07M 527,817 +81,743 +18%
MML Investors Services
12
MML Investors Services
Massachusetts
$8.69M 505,836 +64,915 +15%
Osaic Holdings
13
Osaic Holdings
Arizona
$7.9M 459,574 -235,764 -34%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$6.65M 386,917 -371,605 -49%
LFAS
15
Level Four Advisory Services
Texas
$5.72M 333,168 +14,403 +5%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$5.37M 312,571 -41,173 -12%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$5.35M 311,639 +397 +0.1%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$5.09M 296,525 +50,418 +20%
PAS
19
Park Avenue Securities
New York
$4.51M 262,221 +54,820 +26%
KAS
20
Kestra Advisory Services
Texas
$4.49M 261,155 +21,300 +9%
Sumitomo Mitsui Trust Group
21
Sumitomo Mitsui Trust Group
Japan
$4.19M 243,783 -986 -0.4%
SIS
22
Sound Income Strategies
Florida
$4.09M 238,171 +11,553 +5%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$3.54M 205,774 -9,928 -5%
UBS Group
24
UBS Group
Switzerland
$3.35M 194,893 +10,717 +6%
CCP
25
Carmel Capital Partners
California
$3.22M 187,464 +187,464 New
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