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State Street SPDR ICE Preferred Securities ETF
PSK

200 hedge funds and large institutions have $568M invested in State Street SPDR ICE Preferred Securities ETF in 2020 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 76 increasing their positions, 47 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 12

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

62% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 47

30% more capital invested

Capital invested by funds: $436M → $568M (+$133M)

18% more funds holding

Funds holding: 170 → 200 (+30)

3.41% more ownership

Funds ownership: 42.92% → 46.33% (+3.4%)

Holders
200
Holders Change
+30
Holders Change %
+17.65%
% of All Funds
3.54%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
44
Increased
76
Reduced
47
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$30.1M
2
DF
Donoghue Forlines
Massachusetts
+$19.4M
3
Ameriprise
Ameriprise
Minnesota
+$13.7M
4
MML Investors Services
MML Investors Services
Massachusetts
+$6.4M
5
CFGS
Concourse Financial Group Securities
Alabama
+$6.26M

Top Sellers

Rank Fund Capital Flow
1
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$5.1M
2
Truist Financial
Truist Financial
North Carolina
-$4.87M
3
AF
Allworth Financial
California
-$3.08M
4
SAS
Sage Advisory Services
Texas
-$2.21M
5
State Street
State Street
Massachusetts
-$2.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
TYCC
51
Texas Yale Capital Corp
Florida
$2.37M – – –
SCM
52
Stonehearth Capital Management
Massachusetts
$2.04M +$102K +2,327 +5%
HAS
53
HBW Advisory Services
California
$1.99M +$1.63M +37,182 +486%
SFPG
54
Stonebridge Financial Planning Group
Florida
$1.94M +$484K +11,030 +34%
NRI
55
NFP Retirement Inc
California
$1.72M +$91.5K +2,087 +6%
SF
56
Synovus Financial
Georgia
$1.63M -$28.5K -650 -2%
First Trust Advisors
57
First Trust Advisors
Illinois
$1.57M -$64.2K -1,465 -4%
SP
58
SWS Partners
Ohio
$1.53M +$4.12K +94 +0.3%
PA
59
PSI Advisors
Florida
$1.4M +$21.7K +495 +2%
XF
60
XML Financial
Maryland
$1.37M +$37.4K +853 +3%
RFC
61
Regions Financial Corp
Alabama
$1.35M – – –
MHR
62
Matthew Hamilton Rosenberg
$1.34M +$815K +18,593 +159%
CCG
63
Chatham Capital Group
Georgia
$1.29M +$263K +6,010 +26%
IRC
64
Investors Research Corp
Georgia
$1.29M +$78.3K +1,785 +7%
SFG
65
SNS Financial Group
Minnesota
$1.28M +$26K +592 +2%
Prudential Financial
66
Prudential Financial
New Jersey
$1.24M +$1.22M +27,915 New
Lido Advisors
67
Lido Advisors
California
$1.19M -$27.7K -632 -2%
BWFA
68
Baltimore-Washington Financial Advisors
Maryland
$1.18M -$117K -2,662 -9%
WAP
69
Wealthcare Advisory Partners
Pennsylvania
$1.17M -$14.6K -334 -1%
OMC
70
Old Mission Capital
Illinois
$1.16M +$828K +18,896 +262%
DI
71
Diligent Investors
California
$1.16M +$1.14M +26,099 New
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$1.09M +$94.5K +2,155 +9%
WP
73
WealthSource Partners
California
$1.09M +$49.6K +1,131 +5%
WIA
74
World Investment Advisors
California
$1.07M – – –
AAP
75
Arax Advisory Partners
Colorado
$1M -$89.7K -2,046 -8%
1 2
3
4 5

PSK Hedge Fund Activity: Q4 2020 in Review

200 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR ICE Preferred Securities ETF (PSK) for Q4 2020, worth a combined $568M — up 30% from $436M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new PSK positions and 12 closed out — a net gain of 32 holders — while 76 added to existing stakes and 47 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $30.1M. The largest seller was Qube Research & Technologies (QRT), cutting an estimated $5.1M.

  • 200 institutional investors held State Street SPDR ICE Preferred Securities ETF (PSK) as of Q4 2020, up from 170 in Q3 2020.
  • Funds reported $568M of State Street SPDR ICE Preferred Securities ETF stock for Q4 2020, up 30% quarter-over-quarter.
  • 44 funds opened new State Street SPDR ICE Preferred Securities ETF positions in Q4 2020 and 12 closed out, a net change of +32 holders.
  • The largest State Street SPDR ICE Preferred Securities ETF buyer in Q4 2020 was Envestnet Asset Management, an estimated $30.1M added.
  • The largest State Street SPDR ICE Preferred Securities ETF seller in Q4 2020 was Qube Research & Technologies (QRT), an estimated $5.1M sold.

Based on aggregated 13F filings for Q4 2020.