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SPDR ICE Preferred Securities ETF
PSK

Overview Fund Activity

200 hedge funds and large institutions have $568M invested in 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
Holders
200
Holders Change
+30
Holders Change %
+17.65%
% of All Funds
3.55%
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

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$45.4M
2
DF
2
Donoghue Forlines
Massachusetts
$19.6M
3
Ameriprise
3
Ameriprise
Minnesota
$16.2M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$7.03M
5
CFGS
5
Concourse Financial Group Securities
Alabama
$6.35M

Top Sellers

1
Qube Research & Technologies (QRT)
1
Qube Research & Technologies (QRT)
United Kingdom
$7.87M
2
Truist Financial
2
Truist Financial
North Carolina
$3.5M
3
AF
3
Allworth Financial
California
$20.5M
4
SAS
4
Sage Advisory Services
Texas
$6.29M
5
State Street
5
State Street
Massachusetts
$30.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWA
76
KCS Wealth Advisory
California
$976K +$51.3K +1,156 +6%
CWM
77
Curi Wealth Management
North Carolina
$967K +$967K +21,787 New
BFS
78
Bard Financial Services
Connecticut
$960K +$960K +21,625 New
Goldman Sachs
79
Goldman Sachs
New York
$943K +$204K +4,584 +28%
Mackenzie Financial
80
Mackenzie Financial
Ontario, Canada
$934K +$934K +21,030 New
Creative Planning
81
Creative Planning
Kansas
$911K +$4.35K +98 +0.5%
GWM
82
Geneos Wealth Management
Colorado
$884K +$705K +16,285 +394%
Wolverine Trading
83
Wolverine Trading
Illinois
$877K +$237K +5,364 +37%
SW
84
SVB Wealth
Massachusetts
$825K – – –
NFG
85
Next Financial Group
Texas
$800K +$800K +18,004 New
IWC
86
Integrated Wealth Concepts
Massachusetts
$761K +$242K +5,450 +47%
MFGM
87
Marshall Financial Group (Maryland)
Maryland
$747K +$747K +16,826 New
PAMG
88
Patton Albertson Miller Group
Tennessee
$714K -$8.56K -200 -1%
AWM
89
AE Wealth Management
Kansas
$703K -$339K -7,641 -33%
DI
90
DFPG Investments
Utah
$671K -$128K -2,951 -16%
FIM
91
Fernwood Investment Management
Massachusetts
$665K +$136K +3,056 +26%
QCM
92
Quest Capital Management
Texas
$633K +$932 +21 +0.1%
GC
93
Grace Capital
Massachusetts
$612K +$122K +2,756 +25%
RRWA
94
Rainey & Randall Wealth Advisors
Florida
$592K +$68.6K +1,548 +13%
BJL
95
Brighton Jones LLC
Washington
$530K +$9.5K +214 +2%
ARMC
96
American Research & Management Company
Massachusetts
$526K -$16.6K -375 -3%
AF
97
Advisornet Financial
Minnesota
$521K +$8.87K +200 +2%
CW
98
CreativeOne Wealth
Kansas
$521K +$521K +11,731 New
BFG
99
Baron Financial Group
New Jersey
$504K +$489K +11,020 +3,444%
5L
100
55I LLC
Massachusetts
$463K -$66.4K -1,496 -13%
2 3
4
5 6