We are live on ! Find out more
PSK icon

State Street SPDR ICE Preferred Securities ETF

134 hedge funds and large institutions have $307M invested in State Street SPDR ICE Preferred Securities ETF in 2019 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 44 increasing their positions, 38 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

16% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 38

12% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 17

11% more capital invested

Capital invested by funds: $277M → $307M (+$29.5M)

0% more funds holding

Funds holding: 134134 (0)

4.25% less ownership

Funds ownership: 52.99%48.74% (-4.3%)

Holders
134
Holders Change
Holders Change %
0%
% of All Funds
2.91%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
19
Increased
44
Reduced
38
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
101
Concourse Financial Group Securities
Alabama
$45K +$8.57K +200 +24%
AIM
102
Axiom Investment Management
New York
$44K -$51.4K -1,200 -54%
MRCM
103
M&R Capital Management
New Jersey
$43K
IRC
104
Investors Research Corp
Georgia
$37K +$36.3K +848 New
PGAM
105
Princeton Global Asset Management
New Jersey
$35K +$257 +6 +0.7%
JGIA
106
Jackson Grant Investment Advisers
Connecticut
$31K +$429 +10 +1%
Fidelity Investments
107
Fidelity Investments
Massachusetts
$30K +$29.9K +698 New
DWM
108
Destination Wealth Management
California
$28K +$27.7K +646 New
ASN
109
Advisory Services Network
Georgia
$26K -$9.64K -225 -27%
HNB
110
Huntington National Bank
Ohio
$24K
BFEC
111
Benjamin F. Edwards & Company
Missouri
$23K +$300 +7 +1%
FDCDDQ
112
Federation des caisses Desjardins du Quebec
Quebec, Canada
$22.9K
JFA
113
JNBA Financial Advisors
Minnesota
$22K
SIC
114
Salem Investment Counselors
North Carolina
$22K +$21.9K +511 New
MAM
115
Marquette Asset Management
Minnesota
$21K
Rockefeller Capital Management
116
Rockefeller Capital Management
New York
$21K
EWM
117
Elmwood Wealth Management
California
$19K -$4.29K -100 -19%
SIS
118
Sound Income Strategies
Florida
$19K
JPLA
119
Joseph P. Lucia & Associates
New York
$18K +$18K +421 New
FANJ
120
Financial Architects (New Jersey)
New Jersey
$10K
Northwestern Mutual Wealth Management
121
Northwestern Mutual Wealth Management
Wisconsin
$10K
WEC
122
Winslow Evans & Crocker
Massachusetts
$10K +$9.69K +226 New
CAL
123
Capital Analysts LLC
Pennsylvania
$9K
FRA
124
Front Row Advisors
California
$9K
GRP
125
Global Retirement Partners
California
$9K

PSK Hedge Fund Activity: Q2 2019 in Review

134 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR ICE Preferred Securities ETF (PSK) for Q2 2019, worth a combined $307M — up 11% from $277M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new PSK positions and 17 closed out — a net gain of 2 holders — while 44 added to existing stakes and 38 trimmed.

The largest buyer was Mackenzie Financial, adding an estimated $22.9M. The largest seller was Gradient Investments, cutting an estimated $16.4M.

  • 134 institutional investors held State Street SPDR ICE Preferred Securities ETF (PSK) as of Q2 2019, unchanged from Q1 2019.
  • Funds reported $307M of State Street SPDR ICE Preferred Securities ETF stock for Q2 2019, up 11% quarter-over-quarter.
  • 19 funds opened new State Street SPDR ICE Preferred Securities ETF positions in Q2 2019 and 17 closed out, a net change of +2 holders.
  • The largest State Street SPDR ICE Preferred Securities ETF buyer in Q2 2019 was Mackenzie Financial, an estimated $22.9M added.
  • The largest State Street SPDR ICE Preferred Securities ETF seller in Q2 2019 was Gradient Investments, an estimated $16.4M sold.

Based on aggregated 13F filings for Q2 2019.