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VanEck Preferred Securities ex Financials ETF

209 hedge funds and large institutions have $587M invested in VanEck Preferred Securities ex Financials ETF in 2025 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 88 increasing their positions, 58 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 12

52% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 58

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

12% more capital invested

Capital invested by funds: $523M → $587M (+$64.6M)

10% more funds holding

Funds holding: 190209 (+19)

1.95% more ownership

Funds ownership: 27.03%28.98% (+2%)

Holders
209
Holders Change
+19
Holders Change %
+10%
% of All Funds
2.54%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
31
Increased
88
Reduced
58
Closed
12
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
$82M +$8.95M +505,059 +12%
LPL Financial
2
LPL Financial
California
$52.3M +$4.12M +232,745 +9%
Morgan Stanley
3
Morgan Stanley
New York
$44.9M -$689K -38,893 -2%
Raymond James Financial
4
Raymond James Financial
Florida
$32.6M +$1.49M +84,146 +5%
Wells Fargo
5
Wells Fargo
California
$30.7M -$272K -15,366 -0.9%
SOWBOCOPL
6
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
$26.9M
MML Investors Services
7
MML Investors Services
Massachusetts
$26M +$1.64M +92,611 +7%
TWM
8
Tanager Wealth Management
United Kingdom
$25.6M +$2.88M +162,742 +13%
WI
9
Wealth Intelligence
Georgia
$11M +$11M +623,238 New
UBS Group
10
UBS Group
Switzerland
$10.9M +$7.18M +405,277 +193%
GSWA
11
Good Steward Wealth Advisors
Tennessee
$10.5M +$232K +13,115 +2%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$9.97M +$418K +23,567 +4%
DA
13
Dougherty & Associates
Florida
$8.51M +$8.53M +481,609 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$8.27M -$373K -21,078 -4%
LFAS
15
Level Four Advisory Services
Texas
$7.05M +$86.2K +4,866 +1%
CCP
16
Carmel Capital Partners
California
$6.59M +$1.64M +92,548 +33%
PAS
17
Park Avenue Securities
New York
$6.48M -$119K -6,732 -2%
CIA
18
Concurrent Investment Advisors
Florida
$5.92M +$36.6K +2,065 +0.6%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$5.8M +$100K +5,672 +2%
Osaic Holdings
20
Osaic Holdings
Arizona
$5.78M +$429K +24,205 +8%
SCI
21
Silver Coast Investments
United States
$5.18M +$145K +8,192 +3%
SPIA
22
Steward Partners Investment Advisory
New York
$4.87M +$4.09K +231 +0.1%
SIS
23
Sound Income Strategies
Florida
$4.84M -$280K -15,793 -6%
IRC
24
Investors Research Corp
Georgia
$4.81M +$366K +20,649 +8%
AC
25
Apella Capital
Connecticut
$4.5M +$4.51M +254,565 New