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VanEck Preferred Securities ex Financials ETF

212 hedge funds and large institutions have $631M invested in VanEck Preferred Securities ex Financials ETF in 2026 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 95 increasing their positions, 65 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 65

44% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 16

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

7% more capital invested

Capital invested by funds: $587M → $631M (+$43.8M)

1% more funds holding

Funds holding: 209212 (+3)

0.82% more ownership

Funds ownership: 28.98%29.8% (+0.82%)

Holders
212
Holders Change
+3
Holders Change %
+1.44%
% of All Funds
2.61%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
23
Increased
95
Reduced
65
Closed
16
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
$93.9M +$12.8M +705,474 +15%
Morgan Stanley
2
Morgan Stanley
New York
$57.3M +$13.1M +724,840 +29%
LPL Financial
3
LPL Financial
California
$56.4M +$4.62M +254,868 +9%
Raymond James Financial
4
Raymond James Financial
Florida
$33.6M +$1.26M +69,786 +4%
Wells Fargo
5
Wells Fargo
California
$31.8M +$1.38M +76,063 +4%
TWM
6
Tanager Wealth Management
United Kingdom
$27.8M +$2.51M +138,544 +10%
SOWBOCOPL
7
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
$26.8M
MML Investors Services
8
MML Investors Services
Massachusetts
$20.1M -$5.87M -323,706 -22%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$11.6M +$1.73M +95,317 +17%
TCM
10
Tradewinds Capital Management
Washington
$11.1M +$11.4M +631,540 New
GSWA
11
Good Steward Wealth Advisors
Tennessee
$10.5M +$64.2K +3,541 +0.6%
UBS Group
12
UBS Group
Switzerland
$9.77M -$1.05M -58,146 -9%
WI
13
Wealth Intelligence
Georgia
$9.54M -$1.44M -79,237 -13%
DA
14
Dougherty & Associates
Florida
$8.99M +$559K +30,869 +6%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$8.49M +$2.82M +155,882 +48%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$8.36M +$161K +8,878 +2%
CCP
17
Carmel Capital Partners
California
$6.92M +$387K +21,373 +6%
Osaic Holdings
18
Osaic Holdings
Arizona
$6.45M +$737K +40,672 +12%
LFAS
19
Level Four Advisory Services
Texas
$6.41M -$604K -33,356 -8%
CIA
20
Concurrent Investment Advisors
Florida
$5.99M +$107K +5,929 +2%
SCI
21
Silver Coast Investments
United States
$5.33M +$187K +10,296 +4%
PAS
22
Park Avenue Securities
New York
$5.19M -$1.29M -71,279 -19%
IRC
23
Investors Research Corp
Georgia
$5.16M +$400K +22,059 +8%
CS
24
Capital Square
Tennessee
$5.03M +$1.83M +101,222 +60%
AC
25
Apella Capital
Connecticut
$4.55M -$119K -6,572 -3%