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State Street SPDR ICE Preferred Securities ETF

118 hedge funds and large institutions have $211M invested in State Street SPDR ICE Preferred Securities ETF in 2017 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 34 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

386% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 7

36% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 25

30% more funds holding

Funds holding: 91118 (+27)

15% more capital invested

Capital invested by funds: $183M → $211M (+$28.1M)

2.06% more ownership

Funds ownership: 49.51%51.58% (+2.1%)

Holders
118
Holders Change
+27
Holders Change %
+29.67%
% of All Funds
2.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
34
Increased
34
Reduced
25
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
76
Advisornet Financial
Minnesota
$124K +$125K +2,810 New
BWP
77
Baldwin Wealth Partners
Massachusetts
$103K
MPWT
78
MassMutual Private Wealth & Trust
Connecticut
$99.1K +$100K +2,250 New
RFM
79
Royal Fund Management
Florida
$97K +$98.5K +2,207 New
SWM
80
SeaCrest Wealth Management
New York
$97K +$98.5K +2,208 New
PFGIA
81
Patriot Financial Group Insurance Agency
Massachusetts
$74K +$7.5K +168 +11%
WEC
82
Winslow Evans & Crocker
Massachusetts
$66.3K
MRCM
83
M&R Capital Management
New Jersey
$66K +$22.3K +500 +50%
FDCDDQ
84
Federation des caisses Desjardins du Quebec
Quebec, Canada
$55.6K
BTIS
85
BB&T Investment Services
North Carolina
$54K
US Bancorp
86
US Bancorp
Minnesota
$54K
SA
87
SRH Advisors
Kansas
$51K
JFGIW
88
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$48K
AIM
89
Advantage Investment Management
Iowa
$44K
GWM
90
Geneos Wealth Management
Colorado
$42K
GSC
91
G&S Capital
Colorado
$41K +$41.1K +920 New
GRP
92
Global Retirement Partners
California
$35K +$15.7K +352 +78%
JGIA
93
Jackson Grant Investment Advisers
Connecticut
$29K +$446 +10 +2%
ASN
94
Advisory Services Network
Georgia
$26K +$12.4K +277 +85%
SWP
95
Strategic Wealth Partners
Ohio
$26K +$26K +583 New
HNB
96
Huntington National Bank
Ohio
$24K
IWM
97
IHT Wealth Management
Illinois
$23K -$19K -425 -45%
JFA
98
JNBA Financial Advisors
Minnesota
$22K +$22.3K +500 New
CIBC Private Wealth Group
99
CIBC Private Wealth Group
Georgia
$21K +$21.6K +485 New
CHC
100
City Holding Co
West Virginia
$15K

PSK Hedge Fund Activity: Q4 2017 in Review

118 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR ICE Preferred Securities ETF (PSK) for Q4 2017, worth a combined $211M — up 15% from $183M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new PSK positions and 7 closed out — a net gain of 27 holders — while 34 added to existing stakes and 25 trimmed.

The largest buyer was State Street, adding an estimated $7.93M. The largest seller was Wolverine Trading, exiting entirely with an estimated $1.67M sold.

  • 118 institutional investors held State Street SPDR ICE Preferred Securities ETF (PSK) as of Q4 2017, up from 91 in Q3 2017.
  • Funds reported $211M of State Street SPDR ICE Preferred Securities ETF stock for Q4 2017, up 15% quarter-over-quarter.
  • 34 funds opened new State Street SPDR ICE Preferred Securities ETF positions in Q4 2017 and 7 closed out, a net change of +27 holders.
  • The largest State Street SPDR ICE Preferred Securities ETF buyer in Q4 2017 was State Street, an estimated $7.93M added.
  • The largest State Street SPDR ICE Preferred Securities ETF seller in Q4 2017 was Wolverine Trading, an estimated $1.67M sold.

Based on aggregated 13F filings for Q4 2017.