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VanEck Preferred Securities ex Financials ETF
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Overview Fund Activity

180 hedge funds and large institutions have $574M invested in VanEck Preferred Securities ex Financials ETF in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 71 increasing their positions, 55 reducing their positions, and 16 closing their positions.

Holders
180
Holders Change
+1
Holders Change %
+0.56%
% of All Funds
2.6%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
19
Increased
71
Reduced
55
Closed
16
Calls
$243K
Puts
$157K
Net Calls
+$86K
Net Calls Change
-$136K

Top Buyers

1
CWM
1
Comprehensive Wealth Management
Washington
$41.1M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$29M
3
Wells Fargo
3
Wells Fargo
California
$24.6M
4
Morgan Stanley
4
Morgan Stanley
New York
$57.7M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$17.4M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$18.1M
2
Bank of America
2
Bank of America
North Carolina
$62.4M
3
MWM
3
MY Wealth Management
Maryland
$0
4
UBS Group
4
UBS Group
Switzerland
$4.16M
5
ARG
5
Advisory Resource Group
Oklahoma
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$62.4M 3,417,923 -205,397 -6%
Morgan Stanley
2
Morgan Stanley
New York
$57.7M 3,160,145 +299,705 +10%
CWM
3
Comprehensive Wealth Management
Washington
$41.1M 2,251,024 +553,529 +33%
LPL Financial
4
LPL Financial
California
$39M 2,136,375 +112,097 +6%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$29M 1,588,783 +334,312 +27%
SOWBOCOPL
6
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
$27.9M 1,525,220 – –
Wells Fargo
7
Wells Fargo
California
$24.6M 1,349,073 +328,279 +32%
RCI
8
RS Crum Inc
California
$24.6M 1,348,174 +43,325 +3%
TWM
9
Tanager Wealth Management
United Kingdom
$23.1M 1,263,749 +92,448 +8%
Ameriprise
10
Ameriprise
Minnesota
$18.1M 993,134 -477,502 -32%
MML Investors Services
11
MML Investors Services
Massachusetts
$17.4M 951,891 +156,434 +20%
RJA
12
Raymond James & Associates
Florida
$13.6M 744,984 +39,667 +6%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$9.46M 518,305 +88,010 +20%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$8.18M 447,865 -37,337 -8%
PAS
15
Park Avenue Securities
New York
$7.62M 417,114 +31,165 +8%
CCP
16
Carmel Capital Partners
California
$7.4M 405,387 +49,022 +14%
LFAS
17
Level Four Advisory Services
Texas
$6.8M 379,143 -21,289 -5%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$6.59M 360,744 -52,102 -13%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$6.45M 353,286 -51,496 -13%
KAS
20
Kestra Advisory Services
Texas
$5.98M 327,675 -24,730 -7%
Stifel Financial
21
Stifel Financial
Missouri
$5.81M 318,062 +145,848 +85%
SIS
22
Sound Income Strategies
Florida
$5.34M 292,588 +13,139 +5%
OPAM
23
Ocean Park Asset Management
California
$5.22M 285,600 – –
SCI
24
Silver Coast Investments
United States
$4.94M 270,736 +13,313 +5%
UBS Group
25
UBS Group
Switzerland
$4.16M 228,021 -86,668 -28%
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