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VanEck Preferred Securities ex Financials ETF

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.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.11M
Puts
$34K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$57.3M
Morgan Stanley
2
Morgan Stanley
New York
$44.7M
LPL Financial
3
LPL Financial
California
$41.2M
Raymond James Financial
4
Raymond James Financial
Florida
$36.5M
CWM
5
Comprehensive Wealth Management
Washington
$35.8M
Wells Fargo
6
Wells Fargo
California
$28.5M
SOWBOCOPL
7
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
$25.6M
TWM
8
Tanager Wealth Management
United Kingdom
$20.1M
MML Investors Services
9
MML Investors Services
Massachusetts
$19M
Ameriprise
10
Ameriprise
Minnesota
$14.7M
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$9.71M
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$8.05M
CCP
13
Carmel Capital Partners
California
$7.7M
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$6.66M
LFAS
15
Level Four Advisory Services
Texas
$6.6M
Stifel Financial
16
Stifel Financial
Missouri
$6.22M
CIA
17
Concurrent Investment Advisors
Florida
$5.35M
SIS
18
Sound Income Strategies
Florida
$5.22M
SCI
19
Silver Coast Investments
United States
$4.77M
SPIA
20
Steward Partners Investment Advisory
New York
$4.65M
Osaic Holdings
21
Osaic Holdings
Arizona
$4.5M
LAM
22
L2 Asset Management
Massachusetts
$4.42M
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$4.39M
UBS Group
24
UBS Group
Switzerland
$4.01M
GSWA
25
Good Steward Wealth Advisors
Tennessee
$3.66M