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VanEck Preferred Securities ex Financials ETF

190 hedge funds and large institutions have $561M invested in VanEck Preferred Securities ex Financials ETF in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 76 increasing their positions, 47 reducing their positions, and 18 closing their positions.

Holders
190
Holders Change
+10
Holders Change %
+5.56%
% of All Funds
2.53%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
32
Increased
76
Reduced
47
Closed
18
Calls
$231K
Puts
$41K
Net Calls
+$190K
Net Calls Change
+$104K
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$58.1M 3,370,287 -47,636 -1%
Morgan Stanley
2
Morgan Stanley
New York
$47.5M 2,754,666 -405,479 -13%
Raymond James Financial
3
Raymond James Financial
Florida
$43M 2,490,823 +2,490,823 New
CWM
4
Comprehensive Wealth Management
Washington
$38.1M 2,206,128 -44,896 -2%
LPL Financial
5
LPL Financial
California
$37.4M 2,170,656 +34,281 +2%
Wells Fargo
6
Wells Fargo
California
$29.8M 1,728,967 +379,894 +28%
SOWBOCOPL
7
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
$26.3M 1,525,220
RCI
8
RS Crum Inc
California
$23.9M 1,388,371 +40,197 +3%
TWM
9
Tanager Wealth Management
United Kingdom
$22.6M 1,310,146 +46,397 +4%
MML Investors Services
10
MML Investors Services
Massachusetts
$18.5M 1,069,869 +117,978 +12%
Ameriprise
11
Ameriprise
Minnesota
$16.7M 969,199 -23,935 -2%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$9.49M 550,394 +32,089 +6%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$7.88M 456,616 +8,751 +2%
CCP
14
Carmel Capital Partners
California
$7.39M 428,239 +22,852 +6%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$6.89M 399,485 +38,741 +11%
LFAS
16
Level Four Advisory Services
Texas
$6.49M 376,368 -2,775 -0.7%
Stifel Financial
17
Stifel Financial
Missouri
$6M 347,703 +29,641 +9%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$5.72M 331,698 -21,588 -6%
KAS
19
Kestra Advisory Services
Texas
$5.69M 329,947 +2,272 +0.7%
SIS
20
Sound Income Strategies
Florida
$5.23M 303,255 +10,667 +4%
SCI
21
Silver Coast Investments
United States
$4.8M 278,273 +7,537 +3%
PAS
22
Park Avenue Securities
New York
$4.5M 260,879 -156,235 -37%
LAM
23
L2 Asset Management
Massachusetts
$4.48M 259,957 +259,957 New
UBS Group
24
UBS Group
Switzerland
$4.12M 238,787 +10,766 +5%
Osaic Holdings
25
Osaic Holdings
Arizona
$3.56M 206,286 +15,380 +8%