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VanEck Preferred Securities ex Financials ETF

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, 65 increasing their positions, 58 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

16% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 25

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
182
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$51.9M
Morgan Stanley
2
Morgan Stanley
New York
$44.1M
LPL Financial
3
LPL Financial
California
$41M
Raymond James Financial
4
Raymond James Financial
Florida
$29.2M
Wells Fargo
5
Wells Fargo
California
$26.8M
SOWBOCOPL
6
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
$26.1M
MML Investors Services
7
MML Investors Services
Massachusetts
$20.3M
TWM
8
Tanager Wealth Management
United Kingdom
$19.6M
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$8.57M
GSWA
10
Good Steward Wealth Advisors
Tennessee
$8.54M
CCP
11
Carmel Capital Partners
California
$8.47M
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$8.37M
Ameriprise
13
Ameriprise
Minnesota
$7.48M
LFAS
14
Level Four Advisory Services
Texas
$6.61M
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$5.56M
CIA
16
Concurrent Investment Advisors
Florida
$5.46M
PAS
17
Park Avenue Securities
New York
$5.33M
SIS
18
Sound Income Strategies
Florida
$5.19M
SCI
19
Silver Coast Investments
United States
$4.94M
SPIA
20
Steward Partners Investment Advisory
New York
$4.76M
Osaic Holdings
21
Osaic Holdings
Arizona
$4.74M
LAM
22
L2 Asset Management
Massachusetts
$4.57M
IRC
23
Investors Research Corp
Georgia
$4M
Stifel Financial
24
Stifel Financial
Missouri
$3.81M
WAP
25
Wealthcare Advisory Partners
Pennsylvania
$3.67M