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State Street SPDR ICE Preferred Securities ETF

201 hedge funds and large institutions have $397M invested in State Street SPDR ICE Preferred Securities ETF in 2022 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 65 increasing their positions, 60 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 29

2% more funds holding

Funds holding: 197201 (+4)

2% more ownership

Funds ownership: 35.99%37.99% (+2%)

8% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 60

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

5% less capital invested

Capital invested by funds: $417M → $397M (-$20M)

Holders
201
Holders Change
+4
Holders Change %
+2.03%
% of All Funds
3.39%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
34
Increased
65
Reduced
60
Closed
29
Calls
$3K
Puts
Net Calls
+$3K
Net Calls Change
+$3K
Name Holding Trade Value Shares
Change
Change in
Stake
SF
51
Synovus Financial
Georgia
$1.29M -$261K -7,209 -17%
SCM
52
Stonehearth Capital Management
Massachusetts
$1.27M -$207K -5,728 -14%
CAN
53
Cetera Advisor Networks
California
$1.26M +$194K +5,375 +18%
Baird Financial Group
54
Baird Financial Group
Wisconsin
$1.25M +$1.26M +34,820 New
Bank of New York Mellon
55
Bank of New York Mellon
New York
$1.21M +$1.22M +33,850 New
SFG
56
SNS Financial Group
Minnesota
$1.21M +$85.2K +2,356 +8%
NA
57
NewEdge Advisors
Louisiana
$1.2M +$693K +19,164 +134%
XF
58
XML Financial
Maryland
$1.16M +$45.6K +1,260 +4%
HGERS
59
Householder Group Estate & Retirement Specialist
Arizona
$1.13M -$104K -2,883 -8%
CCG
60
Chatham Capital Group
Georgia
$1.1M
BRWA
61
B. Riley Wealth Advisors
Florida
$1.05M +$645K +17,829 +155%
TPWM
62
Twelve Points Wealth Management
Massachusetts
$1.03M +$246K +6,805 +31%
EWM
63
Endurance Wealth Management
Rhode Island
$1.01M -$36.2K -1,000 -3%
VFA
64
Voya Financial Advisors
Connecticut
$982K +$607K +16,785 +159%
WIA
65
World Investment Advisors
California
$922K
DI
66
Diligent Investors
California
$914K +$398 +11 +0%
IWC
67
Integrated Wealth Concepts
Massachusetts
$872K -$79.5K -2,196 -8%
ML
68
McAdam LLC
Pennsylvania
$854K -$439K -12,120 -34%
BWFA
69
Baltimore-Washington Financial Advisors
Maryland
$842K -$124K -3,420 -13%
Betterment LLC
70
Betterment LLC
New York
$824K +$832K +22,996 New
MML Investors Services
71
MML Investors Services
Massachusetts
$820K -$1.22M -33,613 -60%
TB
72
Treynor Bancshares
Iowa
$816K +$5.1K +141 +0.6%
PWM
73
Peterson Wealth Management
Nevada
$791K -$5.09M -140,712 -86%
SWP
74
Strategic Wealth Partners
Ohio
$767K -$2.23M -61,616 -74%
AA
75
Advisory Alpha
Michigan
$740K +$254K +7,010 +51%

PSK Hedge Fund Activity: Q2 2022 in Review

201 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR ICE Preferred Securities ETF (PSK) for Q2 2022, worth a combined $397M — down 4.8% from $417M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new PSK positions and 29 closed out — a net gain of 5 holders — while 65 added to existing stakes and 60 trimmed.

The largest buyer was PFS Investments, adding an estimated $11.4M. The largest seller was Tradewinds Capital Management, cutting an estimated $18.5M.

  • 201 institutional investors held State Street SPDR ICE Preferred Securities ETF (PSK) as of Q2 2022, up from 197 in Q1 2022.
  • Funds reported $397M of State Street SPDR ICE Preferred Securities ETF stock for Q2 2022, down 4.8% quarter-over-quarter.
  • 34 funds opened new State Street SPDR ICE Preferred Securities ETF positions in Q2 2022 and 29 closed out, a net change of +5 holders.
  • The largest State Street SPDR ICE Preferred Securities ETF buyer in Q2 2022 was PFS Investments, an estimated $11.4M added.
  • The largest State Street SPDR ICE Preferred Securities ETF seller in Q2 2022 was Tradewinds Capital Management, an estimated $18.5M sold.

Based on aggregated 13F filings for Q2 2022.