State Street SPDR ICE Preferred Securities ETF
PSK
49 hedge funds and large institutions have $65M invested in State Street SPDR ICE Preferred Securities ETF in 2015 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 16 increasing their positions, 16 reducing their positions, and 3 closing their positions.
12% more capital invested
Capital invested by funds: $58M → $65M (+$7.02M)
2.91% more ownership
Funds ownership: 19.25% → 22.15% (+2.9%)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
0% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 16
2% less funds holding
Funds holding: 50 → 49 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UR
USCA RIA
Houston,
Texas
|
+$5.48M |
| 2 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$4.67M |
| 3 |
Jane Street
New York
|
+$2.94M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$798K |
| 5 |
LPL Financial
San Diego,
California
|
+$564K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIA
Regal Investment Advisors
Kentwood,
Michigan
|
-$1.45M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
-$735K |
| 3 |
VKH
Virtu KCG Holdings
New York
|
-$723K |
| 4 |
State Street
Boston,
Massachusetts
|
-$720K |
| 5 |
Chevy Chase Trust
Bethesda,
Maryland
|
-$397K |
PSK Hedge Fund Activity: Q2 2015 in Review
49 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR ICE Preferred Securities ETF (PSK) for Q2 2015, worth a combined $65M — up 12% from $58M a quarter earlier.
Fund positioning in PSK was balanced in Q2 2015: 3 funds opened new positions, 3 closed out, 16 added to existing stakes and 16 trimmed.
The largest buyer was USCA RIA, opening a new position worth an estimated $5.48M. The largest seller was Regal Investment Advisors, cutting an estimated $1.45M.
- 49 institutional investors held State Street SPDR ICE Preferred Securities ETF (PSK) as of Q2 2015, down from 50 in Q1 2015.
- Funds reported $65M of State Street SPDR ICE Preferred Securities ETF stock for Q2 2015, up 12% quarter-over-quarter.
- 3 funds opened new State Street SPDR ICE Preferred Securities ETF positions in Q2 2015 and 3 closed out, a net change of 0 holders.
- The largest State Street SPDR ICE Preferred Securities ETF buyer in Q2 2015 was USCA RIA, an estimated $5.48M added.
- The largest State Street SPDR ICE Preferred Securities ETF seller in Q2 2015 was Regal Investment Advisors, an estimated $1.45M sold.
Based on aggregated 13F filings for Q2 2015.