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VanEck Preferred Securities ex Financials ETF
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Overview Fund Activity

187 hedge funds and large institutions have $518M invested in VanEck Preferred Securities ex Financials ETF in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 76 increasing their positions, 57 reducing their positions, and 19 closing their positions.

Holders
187
Holders Change
-3
Holders Change %
-1.58%
% of All Funds
2.54%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
19
Increased
76
Reduced
57
Closed
19
Calls
$1.11M
Puts
$34K
Net Calls
+$1.07M
Net Calls Change
+$884K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$41.2M
2
GSWA
2
Good Steward Wealth Advisors
Tennessee
$3.66M
3
CastleKeep Investment Advisors
3
CastleKeep Investment Advisors
Connecticut
$2.25M
4
CIA
4
Concurrent Investment Advisors
Florida
$5.35M
5
EH
5
Equitable Holdings
New York
$1.49M

Top Sellers

1
RCI
1
RS Crum Inc
California
$0
2
Raymond James Financial
2
Raymond James Financial
Florida
$36.5M
3
PAS
3
Park Avenue Securities
New York
$0
4
KAS
4
Kestra Advisory Services
Texas
$2.74M
5
FFWM
5
Future Financial Wealth Management
Ohio
$624K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$57.3M 3,417,846 +47,559 +1%
Morgan Stanley
2
Morgan Stanley
New York
$44.7M 2,665,270 -89,396 -3%
LPL Financial
3
LPL Financial
California
$41.2M 2,455,663 +285,007 +13%
Raymond James Financial
4
Raymond James Financial
Florida
$36.5M 2,180,374 -310,449 -12%
CWM
5
Comprehensive Wealth Management
Washington
$35.8M 2,137,955 -68,173 -3%
Wells Fargo
6
Wells Fargo
California
$28.5M 1,701,745 -27,222 -2%
SOWBOCOPL
7
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
$25.6M 1,525,220 – –
TWM
8
Tanager Wealth Management
United Kingdom
$20.1M 1,201,229 -108,917 -8%
MML Investors Services
9
MML Investors Services
Massachusetts
$19M 1,132,031 +62,162 +6%
Ameriprise
10
Ameriprise
Minnesota
$14.7M 875,259 -93,940 -10%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$9.71M 579,369 +28,975 +5%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$8.05M 480,109 +23,493 +5%
CCP
13
Carmel Capital Partners
California
$7.7M 459,395 +31,156 +7%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$6.66M 397,699 -1,786 -0.4%
LFAS
15
Level Four Advisory Services
Texas
$6.6M 393,825 +17,457 +5%
Stifel Financial
16
Stifel Financial
Missouri
$6.22M 371,263 +23,560 +7%
CIA
17
Concurrent Investment Advisors
Florida
$5.35M 319,061 +119,111 +60%
SIS
18
Sound Income Strategies
Florida
$5.22M 311,254 +7,999 +3%
SCI
19
Silver Coast Investments
United States
$4.77M 284,431 +6,158 +2%
SPIA
20
Steward Partners Investment Advisory
New York
$4.65M 277,227 +72,357 +35%
Osaic Holdings
21
Osaic Holdings
Arizona
$4.5M 268,356 +62,070 +30%
LAM
22
L2 Asset Management
Massachusetts
$4.42M 263,572 +3,615 +1%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$4.39M 261,917 -69,781 -21%
UBS Group
24
UBS Group
Switzerland
$4.01M 239,156 +369 +0.2%
GSWA
25
Good Steward Wealth Advisors
Tennessee
$3.66M 218,649 +218,649 New
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