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State Street SPDR ICE Preferred Securities ETF

178 hedge funds and large institutions have $352M invested in State Street SPDR ICE Preferred Securities ETF in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 51 increasing their positions, 62 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

415% more call options, than puts

Call options by funds: $67K | Put options by funds: $13K

48% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 21

5% more funds holding

Funds holding: 170178 (+8)

1% more capital invested

Capital invested by funds: $350M → $352M (+$2.14M)

0.57% more ownership

Funds ownership: 42%42.57% (+0.57%)

18% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 62

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
178
Holders Change
+8
Holders Change %
+4.71%
% of All Funds
2.6%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
31
Increased
51
Reduced
62
Closed
21
Calls
$67K
Puts
$13K
Net Calls
+$54K
Net Calls Change
+$859K
Name Holding Trade Value Shares
Change
Change in
Stake
WWG
76
West Wealth Group
California
$539K -$84.7K -2,635 -14%
CA
77
CGN Advisors
Kansas
$534K -$122K -3,791 -19%
FI
78
Financial Insights
Washington
$520K -$10.7K -334 -2%
PFA
79
Pure Financial Advisors
California
$510K +$31.5K +981 +7%
Mercer Global Advisors
80
Mercer Global Advisors
Colorado
$509K +$9.49K +295 +2%
WANY
81
Wealthspire Advisors (New York)
New York
$508K +$10.7K +332 +2%
NB
82
NBT Bank
New York
$495K
CAG
83
Crestwood Advisors Group
Massachusetts
$459K -$32.2K -1,000 -7%
BRWA
84
B. Riley Wealth Advisors
Florida
$453K -$85.4K -2,656 -16%
IC
85
Inscription Capital
Texas
$438K
BBHC
86
Brown Brothers Harriman & Co
New York
$406K +$390K +12,126 New
Northwestern Mutual Wealth Management
87
Northwestern Mutual Wealth Management
Wisconsin
$370K -$89.9K -2,797 -20%
HGERS
88
Householder Group Estate & Retirement Specialist
Arizona
$363K -$5.95K -185 -2%
WPC
89
Wedmont Private Capital
Pennsylvania
$362K +$344K +10,700 New
BWA
90
Beam Wealth Advisors
Louisiana
$356K -$5.63K -175 -2%
TCM
91
TD Capital Management
Tennessee
$352K +$643 +20 +0.2%
HighTower Advisors
92
HighTower Advisors
Illinois
$321K +$305K +9,475 New
AWA
93
Artemis Wealth Advisors
New York
$318K +$1.61K +50 +0.5%
EA
94
Eclectic Associates
California
$316K +$45.9K +1,426 +18%
CCG
95
Chatham Capital Group
Georgia
$315K -$67.5K -2,100 -18%
PTC
96
Private Trust Company
Ohio
$314K -$36K -1,121 -11%
Wealthfront Advisers
97
Wealthfront Advisers
California
$300K +$64.1K +1,995 +29%
Comerica Bank
98
Comerica Bank
Texas
$299K -$6.43K -200 -2%
KPWS
99
Kestra Private Wealth Services
Texas
$296K -$158K -4,927 -36%
CA
100
Cetera Advisors
Colorado
$286K +$707 +22 +0.3%

PSK Hedge Fund Activity: Q4 2023 in Review

178 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR ICE Preferred Securities ETF (PSK) for Q4 2023, worth a combined $352M — up 0.61% from $350M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new PSK positions and 21 closed out — a net gain of 10 holders — while 51 added to existing stakes and 62 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $16M. The largest seller was Financial Counselors Inc, cutting an estimated $17.4M.

  • 178 institutional investors held State Street SPDR ICE Preferred Securities ETF (PSK) as of Q4 2023, up from 170 in Q3 2023.
  • Funds reported $352M of State Street SPDR ICE Preferred Securities ETF stock for Q4 2023, up 0.61% quarter-over-quarter.
  • 31 funds opened new State Street SPDR ICE Preferred Securities ETF positions in Q4 2023 and 21 closed out, a net change of +10 holders.
  • The largest State Street SPDR ICE Preferred Securities ETF buyer in Q4 2023 was Morgan Stanley, an estimated $16M added.
  • The largest State Street SPDR ICE Preferred Securities ETF seller in Q4 2023 was Financial Counselors Inc, an estimated $17.4M sold.

Based on aggregated 13F filings for Q4 2023.