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State Street SPDR ICE Preferred Securities ETF
PSK

173 hedge funds and large institutions have $461M invested in State Street SPDR ICE Preferred Securities ETF in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 61 increasing their positions, 50 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 16

34% more capital invested

Capital invested by funds: $344M → $461M (+$117M)

22% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 50

5.3% more ownership

Funds ownership: 42.94% → 48.24% (+5.3%)

4% more funds holding

Funds holding: 166 → 173 (+7)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
173
Holders Change
+7
Holders Change %
+4.22%
% of All Funds
2.48%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
23
Increased
61
Reduced
50
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of New York Mellon
Bank of New York Mellon
New York
+$16.1M
2
Morgan Stanley
Morgan Stanley
New York
+$14.7M
3
TCM
Tradewinds Capital Management
Washington
+$11.3M
4
APWA
Atlas Private Wealth Advisors
New Jersey
+$10.5M
5
NC
NewSquare Capital
Pennsylvania
+$7.87M

Top Sellers

Rank Fund Capital Flow
1
Lido Advisors
Lido Advisors
California
-$3.37M
2
ECA
Elevation Capital Advisory
Oregon
-$2.93M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$1.65M
4
FCI
Financial Counselors Inc
Kansas
-$1.29M
5
LPL Financial
LPL Financial
California
-$1.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
SP
76
Sequent Planning
Nebraska
$597K -$87.3K -2,521 -13%
AWM
77
Apollon Wealth Management
South Carolina
$595K -$39.3K -1,136 -6%
EPAM
78
Euro Pacific Asset Management
Puerto Rico
$566K +$553K +15,965 New
FAIM
79
Financial Advocates Investment Management
Washington
$548K +$169K +4,875 +46%
NB
80
NBT Bank
New York
$543K +$20.1K +581 +4%
FWP
81
Falcon Wealth Planning
California
$538K +$243K +7,029 +87%
Rockefeller Capital Management
82
Rockefeller Capital Management
New York
$520K +$504K +14,576 New
FTUS
83
Flow Traders U.S.
New York
$490K +$475K +13,734 New
PFA
84
Pure Financial Advisors
California
$477K -$53.4K -1,543 -10%
PTC
85
Private Trust Company
Ohio
$473K +$135K +3,903 +42%
IC
86
Inscription Capital
Texas
$466K – – –
PI
87
PFG Investments
New York
$453K +$440K +12,715 New
EA
88
Eclectic Associates
California
$406K +$6.13K +177 +2%
WPC
89
Wedmont Private Capital
Pennsylvania
$394K +$5.99K +173 +2%
BWA
90
Beam Wealth Advisors
Louisiana
$388K +$5.43K +157 +1%
TCM
91
TD Capital Management
Tennessee
$376K +$519 +15 +0.1%
KAS
92
Kestra Advisory Services
Texas
$375K +$364K +10,522 New
BAM
93
Belpointe Asset Management
Nevada
$367K +$348K +10,045 +3,924%
HCM
94
Hilton Capital Management
New York
$366K +$60K +1,735 +20%
Jane Street
95
Jane Street
New York
$365K -$281K -8,122 -44%
TC
96
TownSquare Capital
Utah
$360K -$2.8K -81 -0.8%
FTS
97
Fifth Third Securities
Ohio
$354K -$245K -7,072 -42%
AWA
98
Artemis Wealth Advisors
New York
$352K +$5.33K +154 +2%
Comerica Bank
99
Comerica Bank
Texas
$339K -$2.98K -86 -0.9%
US Bancorp
100
US Bancorp
Minnesota
$327K +$7.54K +218 +2%
2 3
4
5 6

PSK Hedge Fund Activity: Q3 2024 in Review

173 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR ICE Preferred Securities ETF (PSK) for Q3 2024, worth a combined $461M — up 34% from $344M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new PSK positions and 16 closed out — a net gain of 7 holders — while 61 added to existing stakes and 50 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $16.1M. The largest seller was Lido Advisors, cutting an estimated $3.37M.

  • 173 institutional investors held State Street SPDR ICE Preferred Securities ETF (PSK) as of Q3 2024, up from 166 in Q2 2024.
  • Funds reported $461M of State Street SPDR ICE Preferred Securities ETF stock for Q3 2024, up 34% quarter-over-quarter.
  • 23 funds opened new State Street SPDR ICE Preferred Securities ETF positions in Q3 2024 and 16 closed out, a net change of +7 holders.
  • The largest State Street SPDR ICE Preferred Securities ETF buyer in Q3 2024 was Bank of New York Mellon, an estimated $16.1M added.
  • The largest State Street SPDR ICE Preferred Securities ETF seller in Q3 2024 was Lido Advisors, an estimated $3.37M sold.

Based on aggregated 13F filings for Q3 2024.