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VanEck Preferred Securities ex Financials ETF
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Overview Fund Activity

174 hedge funds and large institutions have $479M invested in VanEck Preferred Securities ex Financials ETF in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 79 increasing their positions, 38 reducing their positions, and 16 closing their positions.

Holders
174
Holders Change
+6
Holders Change %
+3.57%
% of All Funds
2.52%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
23
Increased
79
Reduced
38
Closed
16
Calls
$853K
Puts
$363K
Net Calls
+$490K
Net Calls Change
-$31K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$65.7M
2
Ameriprise
2
Ameriprise
Minnesota
$25.1M
3
Wells Fargo
3
Wells Fargo
California
$17.1M
4
LPL Financial
4
LPL Financial
California
$34.4M
5
TWM
5
Tanager Wealth Management
United Kingdom
$19.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$55.5M
2
MWM
2
MY Wealth Management
Maryland
$4.56M
3
Lido Advisors
3
Lido Advisors
California
$1.62M
4
1IA
4
1834 Investment Advisors
Wisconsin
$706K
5
BRWA
5
B. Riley Wealth Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$65.7M 3,716,741 +1,743,742 +88%
Morgan Stanley
2
Morgan Stanley
New York
$55.5M 3,135,064 -2,339,802 -43%
LPL Financial
3
LPL Financial
California
$34.4M 1,947,066 +198,236 +11%
SOWBOCOPL
4
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
$27M 1,525,220 – –
Ameriprise
5
Ameriprise
Minnesota
$25.1M 1,419,931 +331,940 +31%
RCI
6
RS Crum Inc
California
$22.9M 1,295,116 +31,215 +2%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$21M 1,189,362 -18,585 -2%
TWM
8
Tanager Wealth Management
United Kingdom
$19.4M 1,096,657 +182,026 +20%
Wells Fargo
9
Wells Fargo
California
$17.1M 964,297 +252,133 +35%
RJA
10
Raymond James & Associates
Florida
$11.8M 665,489 +137,672 +26%
MML Investors Services
11
MML Investors Services
Massachusetts
$10.3M 581,731 +75,895 +15%
Osaic Holdings
12
Osaic Holdings
Arizona
$8.09M 457,198 -2,376 -0.5%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$7.37M 416,414 +29,497 +8%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$7.27M 411,079 +98,508 +32%
PAS
15
Park Avenue Securities
New York
$6.64M 375,221 +113,000 +43%
LFAS
16
Level Four Advisory Services
Texas
$5.88M 342,471 +9,303 +3%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$5.74M 324,276 +12,637 +4%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$5.51M 311,590 +15,065 +5%
KAS
19
Kestra Advisory Services
Texas
$5.46M 308,791 +47,636 +18%
SIS
20
Sound Income Strategies
Florida
$4.61M 260,543 +22,372 +9%
MWM
21
MY Wealth Management
Maryland
$4.56M 257,780 -690,219 -73%
CCP
22
Carmel Capital Partners
California
$3.9M 220,253 +32,789 +17%
UBS Group
23
UBS Group
Switzerland
$3.88M 219,385 +24,492 +13%
Sumitomo Mitsui Trust Group
24
Sumitomo Mitsui Trust Group
Japan
$3.81M 215,527 -28,256 -12%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$3.7M 208,922 +3,148 +2%
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