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SPDR ICE Preferred Securities ETF
PSK

Overview Fund Activity

144 hedge funds and large institutions have $365M invested in SPDR ICE Preferred Securities ETF in 2019 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 51 increasing their positions, 33 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
144
Holders Change
+11
Holders Change %
+8.27%
% of All Funds
2.84%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
28
Increased
51
Reduced
33
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PL
1
Protective Life
Alabama
$32.2M
2
AIA
2
Avalon Investment & Advisory
Texas
$10.9M
3
Truist Financial
3
Truist Financial
North Carolina
$7.85M
4
DJSG
4
D.J. St. Germain
Massachusetts
$11.6M
5
VDFA
5
Vickerman & Driscoll Financial Advisors
Washington
$4.87M

Top Sellers

1
Mackenzie Financial
1
Mackenzie Financial
Ontario, Canada
$23.3M
2
FWM
2
Foresight Wealth Management
Utah
$0
3
ONB
3
Old National Bancorp
Indiana
$0
4
CSIA
4
Charles Schwab Investment Advisory
California
$52.6M
5
FTUS
5
Flow Traders U.S.
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
76
Stifel Financial
Missouri
$427K +$220K +5,017 +106%
EWA
77
EP Wealth Advisors
California
$412K +$412K +9,371 New
RWM
78
Ritholtz Wealth Management
New York
$411K -$20.7K -470 -5%
SAM
79
SignalPoint Asset Management
Missouri
$366K -$10.7K -244 -3%
PAMG
80
Patton Albertson Miller Group
Tennessee
$349K +$349K +7,930 New
AF
81
Advisornet Financial
Minnesota
$347K -$17.6K -400 -5%
APA
82
American Portfolios Advisors
New York
$346K -$13.9K -315 -4%
IRC
83
Investors Research Corp
Georgia
$340K +$200K +4,534 +142%
RA
84
RFG Advisory
Alabama
$330K +$71.1K +1,616 +27%
PAG
85
Private Advisory Group
Washington
$326K -$16.7K -379 -5%
CIAS
86
CBIZ Investment Advisory Services
Ohio
$296K – – –
HSA
87
HBK Sorce Advisory
Pennsylvania
$292K -$1.54K -35 -0.5%
Calamos Advisors
88
Calamos Advisors
Illinois
$283K -$227K -5,150 -44%
MGIA
89
Matthew Goff Investment Advisor
Texas
$282K – – –
AG
90
Advisor Group
Arizona
$281K -$2.82K -64 -1%
WCA
91
Westover Capital Advisors
Delaware
$273K – – –
Creative Planning
92
Creative Planning
Kansas
$272K -$247K -5,597 -48%
CSIC
93
Clifford Swan Investment Counsel
California
$260K – – –
AWS
94
AJ Wealth Strategies
New York
$257K – – –
HighTower Advisors
95
HighTower Advisors
Illinois
$222K – – –
Northern Trust
96
Northern Trust
Illinois
$220K +$220K +5,000 New
KA
97
Kovack Advisors
Florida
$213K – – –
US Bancorp
98
US Bancorp
Minnesota
$209K – – –
HWM
99
Howard Wealth Management
Connecticut
$204K +$204K +4,650 New
GWM
100
Geneos Wealth Management
Colorado
$164K +$22K +500 +15%
2 3
4
5 6