We are live on ! Find out more
PSK icon

State Street SPDR ICE Preferred Securities ETF

91 hedge funds and large institutions have $183M invested in State Street SPDR ICE Preferred Securities ETF in 2017 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 30 increasing their positions, 25 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 25

1% less capital invested

Capital invested by funds: $185M → $183M (-$1.74M)

3.49% less ownership

Funds ownership: 53.01%49.51% (-3.5%)

5% less funds holding

Funds holding: 9691 (-5)

31% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 13

Holders
91
Holders Change
-5
Holders Change %
-5.21%
% of All Funds
2.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
30
Reduced
25
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KeyBank National Association
51
KeyBank National Association
Ohio
$380K
VWM
52
Venturi Wealth Management
Texas
$362K
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$351K +$35.3K +782 +11%
HSA
54
HBK Sorce Advisory
Pennsylvania
$288K
CT
55
Coastline Trust
Rhode Island
$287K
NPC
56
National Planning Corporation
California
$259K +$2.12K +47 +0.8%
BAM
57
Belpointe Asset Management
Nevada
$258K +$261K +5,781 New
CSIC
58
Clifford Swan Investment Counsel
California
$255K +$1.85K +41 +0.7%
EA
59
Edge Advisors
Georgia
$251K
OC
60
Oppenheimer & Co
New York
$231K
IA
61
IFP Advisors
Florida
$229K +$30.8K +684 +15%
M&T Bank
62
M&T Bank
New York
$221K
GWM
63
GSB Wealth Management
Connecticut
$202K
AWA
64
Arete Wealth Advisors
Illinois
$202K +$204K +4,518 New
WTB
65
Washington Trust Bank
Washington
$183K
BWP
66
Baldwin Wealth Partners
Massachusetts
$105K
ZB
67
Zions Bancorporation
Utah
$89K
WEC
68
Winslow Evans & Crocker
Massachusetts
$67.3K -$132K -2,939 -66%
PFGIA
69
Patriot Financial Group Insurance Agency
Massachusetts
$67K +$766 +17 +1%
FDCDDQ
70
Federation des caisses Desjardins du Quebec
Quebec, Canada
$56.5K
BTIS
71
BB&T Investment Services
North Carolina
$55K +$55.2K +1,225 New
US Bancorp
72
US Bancorp
Minnesota
$54K
SA
73
SRH Advisors
Kansas
$52K
JFGIW
74
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$48K
AIM
75
Advantage Investment Management
Iowa
$45K -$1.3M -28,733 -97%

PSK Hedge Fund Activity: Q3 2017 in Review

91 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR ICE Preferred Securities ETF (PSK) for Q3 2017, worth a combined $183M — down 0.94% from $185M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of PSK and 9 opened new positions — a net loss of 4 holders — while 25 trimmed existing stakes and 30 added.

The largest buyer was State Street, adding an estimated $9.29M. The largest seller was MML Investors Services, cutting an estimated $7.24M.

  • 91 institutional investors held State Street SPDR ICE Preferred Securities ETF (PSK) as of Q3 2017, down from 96 in Q2 2017.
  • Funds reported $183M of State Street SPDR ICE Preferred Securities ETF stock for Q3 2017, down 0.94% quarter-over-quarter.
  • 9 funds opened new State Street SPDR ICE Preferred Securities ETF positions in Q3 2017 and 13 closed out, a net change of -4 holders.
  • The largest State Street SPDR ICE Preferred Securities ETF buyer in Q3 2017 was State Street, an estimated $9.29M added.
  • The largest State Street SPDR ICE Preferred Securities ETF seller in Q3 2017 was MML Investors Services, an estimated $7.24M sold.

Based on aggregated 13F filings for Q3 2017.