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State Street SPDR ICE Preferred Securities ETF

199 hedge funds and large institutions have $393M invested in State Street SPDR ICE Preferred Securities ETF in 2022 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 65 increasing their positions, 62 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 33

3% more funds holding

Funds holding: 194199 (+5)

2.28% more ownership

Funds ownership: 38.4%40.67% (+2.3%)

5% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 62

3% more capital invested

Capital invested by funds: $380M → $393M (+$12.8M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
199
Holders Change
+5
Holders Change %
+2.58%
% of All Funds
3.2%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
40
Increased
65
Reduced
62
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
51
State Street
Massachusetts
$1.31M +$21.4K +636 +2%
Osaic Holdings
52
Osaic Holdings
Arizona
$1.3M +$71.3K +2,115 +6%
FA
53
FDx Advisors
Illinois
$1.3M +$83.3K +2,471 +7%
SFG
54
SNS Financial Group
Minnesota
$1.26M -$890K -26,396 -41%
ZIM
55
Zacks Investment Management
Illinois
$1.25M +$908K +26,917 +241%
SP
56
SWS Partners
Ohio
$1.24M -$223K -6,611 -15%
Commonwealth Equity Services
57
Commonwealth Equity Services
Massachusetts
$1.18M -$201K -5,953 -14%
Baird Financial Group
58
Baird Financial Group
Wisconsin
$1.16M -$607K -18,001 -34%
1WM
59
1900 Wealth Management
Texas
$1.13M -$198K -5,881 -15%
TPWM
60
Twelve Points Wealth Management
Massachusetts
$1.09M +$119K +3,536 +12%
VFA
61
Voya Financial Advisors
Connecticut
$1.01M -$12.4K -369 -1%
GG
62
Golden Green
South Carolina
$1.01M +$16.9K +502 +2%
TC
63
TownSquare Capital
Utah
$1.01M +$404K +11,995 +64%
Barclays
64
Barclays
United Kingdom
$990K +$1.02M +30,179 New
UAS
65
United Asset Strategies
New York
$971K -$96K -2,847 -9%
XF
66
XML Financial
Maryland
$932K -$99.3K -2,944 -9%
HAC
67
Harbor Advisory Corp
New Hampshire
$919K +$944K +28,001 New
EWM
68
Endurance Wealth Management
Rhode Island
$889K -$33.9K -1,004 -4%
DI
69
Diligent Investors
California
$832K -$5.53K -164 -0.6%
Ameriprise
70
Ameriprise
Minnesota
$831K -$1.31M -38,726 -60%
WIA
71
World Investment Advisors
California
$781K
TB
72
Treynor Bancshares
Iowa
$781K +$55.3K +1,639 +7%
IWC
73
Integrated Wealth Concepts
Massachusetts
$760K -$24K -711 -3%
Bank of New York Mellon
74
Bank of New York Mellon
New York
$719K -$294K -8,706 -28%
AWM
75
Apollon Wealth Management
South Carolina
$671K +$689K +20,432 New