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State Street SPDR ICE Preferred Securities ETF

197 hedge funds and large institutions have $517M invested in State Street SPDR ICE Preferred Securities ETF in 2021 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 78 increasing their positions, 58 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 58

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

4% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 26

2% less funds holding

Funds holding: 200197 (-3)

7.85% less ownership

Funds ownership: 46.33%38.48% (-7.9%)

9% less capital invested

Capital invested by funds: $568M → $517M (-$51.5M)

Holders
197
Holders Change
-3
Holders Change %
-1.5%
% of All Funds
3.46%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
25
Increased
78
Reduced
58
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$4.89M +$330K +7,646 +7%
TCWA
27
Ten Capital Wealth Advisors
Washington
$4.55M -$566K -13,133 -11%
CSIA
28
Charles Schwab Investment Advisory
California
$4.22M -$407K -9,427 -9%
WCM
29
Windsor Capital Management
Arizona
$4.12M +$805K +18,659 +24%
Osaic Holdings
30
Osaic Holdings
Arizona
$3.95M -$310K -7,185 -7%
KAS
31
Kestra Advisory Services
Texas
$3.84M -$233K -5,413 -6%
OPS
32
Orion Portfolio Solutions
Nebraska
$3.76M -$230K -5,326 -6%
MWPCG
33
Measured Wealth Private Client Group
New Hampshire
$3.31M +$236K +5,479 +8%
SWP
34
Strategic Wealth Partners
Ohio
$2.96M +$132K +3,052 +5%
ACM
35
AlphaStar Capital Management
North Carolina
$2.95M +$144K +3,341 +5%
BST
36
Bath Savings Trust
Maine
$2.95M +$273K +6,340 +10%
TC
37
TownSquare Capital
Utah
$2.9M -$35.3K -818 -1%
SEIA
38
Signature Estate & Investment Advisors
California
$2.79M +$174K +4,031 +7%
EWM
39
Endurance Wealth Management
Rhode Island
$2.61M +$2.59M +60,104 New
1IA
40
1834 Investment Advisors
Wisconsin
$2.32M -$30.5K -706 -1%
TYCC
41
Texas Yale Capital Corp
Florida
$2.32M
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$2.24M -$332K -7,705 -13%
Lido Advisors
43
Lido Advisors
California
$2.13M +$953K +22,103 +82%
SCM
44
Stonehearth Capital Management
Massachusetts
$2.07M +$72.6K +1,683 +4%
HAS
45
HBW Advisory Services
California
$1.9M -$42.7K -990 -2%
First Trust Advisors
46
First Trust Advisors
Illinois
$1.85M +$317K +7,357 +21%
NRI
47
NFP Retirement Inc
California
$1.76M +$77K +1,785 +5%
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$1.72M +$597K +13,833 +54%
IRC
49
Investors Research Corp
Georgia
$1.71M +$445K +10,314 +36%
MHR
50
Matthew Hamilton Rosenberg
$1.57M +$257K +5,964 +20%

PSK Hedge Fund Activity: Q1 2021 in Review

197 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR ICE Preferred Securities ETF (PSK) for Q1 2021, worth a combined $517M — down 9.1% from $568M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of PSK and 25 opened new positions — a net loss of 1 holder — while 58 trimmed existing stakes and 78 added.

The largest buyer was Tradewinds Capital Management, opening a new position worth an estimated $24M. The largest seller was State Street, cutting an estimated $28.3M.

  • 197 institutional investors held State Street SPDR ICE Preferred Securities ETF (PSK) as of Q1 2021, down from 200 in Q4 2020.
  • Funds reported $517M of State Street SPDR ICE Preferred Securities ETF stock for Q1 2021, down 9.1% quarter-over-quarter.
  • 25 funds opened new State Street SPDR ICE Preferred Securities ETF positions in Q1 2021 and 26 closed out, a net change of -1 holder.
  • The largest State Street SPDR ICE Preferred Securities ETF buyer in Q1 2021 was Tradewinds Capital Management, an estimated $24M added.
  • The largest State Street SPDR ICE Preferred Securities ETF seller in Q1 2021 was State Street, an estimated $28.3M sold.

Based on aggregated 13F filings for Q1 2021.