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SPDR ICE Preferred Securities ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
BAM
101
Belpointe Asset Management
Nevada
$156K
ASN
102
Advisory Services Network
Georgia
$119K +$92.5K +2,096 +349%
IFWM
103
Institute for Wealth Management
Colorado
$92K +$92K +2,085 New
SMFS
104
Squar Milner Financial Services
California
$91K +$91K +2,086 New
BWP
105
Baldwin Wealth Partners
Massachusetts
$88K -$10.8K -245 -11%
RCA
106
Ranch Capital Advisors
Florida
$85K -$22.9K -521 -21%
Fifth Third Bancorp
107
Fifth Third Bancorp
Ohio
$84K
PFGIA
108
Patriot Financial Group Insurance Agency
Massachusetts
$74K -$263 -6 -0.4%
SA
109
SRH Advisors
Kansas
$71K
WAP
110
Wealthcare Advisory Partners
Pennsylvania
$71K +$71K +1,612 New
FCA
111
FinTrust Capital Advisors
South Carolina
$66K
DI
112
Disciplined Investments
Oklahoma
$63K +$63K +1,440 New
Carson Wealth (CWM LLC)
113
Carson Wealth (CWM LLC)
Nebraska
$55K
Fidelity Investments
114
Fidelity Investments
Massachusetts
$49K +$16K +367 +49%
WEC
115
Winslow Evans & Crocker
Massachusetts
$42K +$15.9K +350 +61%
IWA
116
Intercontinental Wealth Advisors
Texas
$38K -$9.5K -215 -20%
RWB
117
RMR Wealth Builders
New Jersey
$38K +$38K +858 New
JGIA
118
Jackson Grant Investment Advisers
Connecticut
$33K +$572 +13 +2%
VCP
119
Verus Capital Partners
Arizona
$33K +$33K +750 New
NSIM
120
North Star Investment Management
Illinois
$30K -$979 -22 -3%
SIC
121
Samalin Investment Counsel
New York
$30K +$30K +700 New
HNB
122
Huntington National Bank
Ohio
$24K -$24K
FDCDDQ
123
Federation des caisses Desjardins du Quebec
Quebec, Canada
$23.3K
JFA
124
JNBA Financial Advisors
Minnesota
$22K
SFS
125
Sowell Financial Services
Arkansas
$22K