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VanEck Preferred Securities ex Financials ETF
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Overview Fund Activity

182 hedge funds and large institutions have $466M invested in VanEck Preferred Securities ex Financials ETF in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 64 increasing their positions, 59 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
-5
Holders Change %
-2.67%
% of All Funds
2.44%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
21
Increased
64
Reduced
59
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAS
Park Avenue Securities
New York
$5.33M
2
GSWA
Good Steward Wealth Advisors
Tennessee
$8.54M
3
QC
Quadrature Capital
United Kingdom
$2.24M
4
BI
Ballast Inc
Kentucky
$1.74M
5
Creative Planning
Creative Planning
Kansas
$1.53M

Top Sellers

1
CWM
Comprehensive Wealth Management
Washington
$0
2
Raymond James Financial
Raymond James Financial
Florida
$29.2M
3
Ameriprise
Ameriprise
Minnesota
$7.48M
4
Bank of America
Bank of America
North Carolina
$51.9M
5
Stifel Financial
Stifel Financial
Missouri
$3.81M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$51.9M -$6.66M -388,929 -11%
Morgan Stanley
2
Morgan Stanley
New York
$44.1M -$1.51M -88,354 -3%
LPL Financial
3
LPL Financial
California
$41M -$1.05M -61,200 -2%
Raymond James Financial
4
Raymond James Financial
Florida
$29.2M -$8.16M -476,376 -22%
Wells Fargo
5
Wells Fargo
California
$26.8M -$2.37M -138,340 -8%
SOWBOCOPL
6
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
$26.1M – – –
MML Investors Services
7
MML Investors Services
Massachusetts
$20.3M +$954K +55,727 +5%
TWM
8
Tanager Wealth Management
United Kingdom
$19.6M -$1.01M -59,193 -5%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$8.57M -$1.35M -79,015 -14%
GSWA
10
Good Steward Wealth Advisors
Tennessee
$8.54M +$4.79M +280,033 +128%
CCP
11
Carmel Capital Partners
California
$8.47M +$608K +35,518 +8%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$8.37M +$149K +8,674 +2%
Ameriprise
13
Ameriprise
Minnesota
$7.48M -$7.5M -438,037 -50%
LFAS
14
Level Four Advisory Services
Texas
$6.61M -$132K -7,732 -2%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$5.56M -$1.25M -73,016 -18%
CIA
16
Concurrent Investment Advisors
Florida
$5.46M -$6.42K -375 -0.1%
PAS
17
Park Avenue Securities
New York
$5.33M +$5.33M +311,261 New
SIS
18
Sound Income Strategies
Florida
$5.19M -$140K -8,151 -3%
SCI
19
Silver Coast Investments
United States
$4.94M +$68.4K +3,996 +1%
SPIA
20
Steward Partners Investment Advisory
New York
$4.76M +$16.2K +946 +0.3%
LAM
21
L2 Asset Management
Massachusetts
$4.57M +$59K +3,449 +1%
IRC
22
Investors Research Corp
Georgia
$4M +$428K +24,988 +12%
Stifel Financial
23
Stifel Financial
Missouri
$3.81M -$2.54M -148,624 -40%
WAP
24
Wealthcare Advisory Partners
Pennsylvania
$3.67M +$358K +20,935 +11%
Osaic Holdings
25
Osaic Holdings
Arizona
$3.49M -$1.14M -65,984 -25%
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