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State Street SPDR ICE Preferred Securities ETF

200 hedge funds and large institutions have $568M invested in State Street 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

267% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 12

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

62% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 47

30% more capital invested

Capital invested by funds: $436M → $568M (+$133M)

18% more funds holding

Funds holding: 170200 (+30)

3.41% more ownership

Funds ownership: 42.92%46.33% (+3.4%)

Holders
200
Holders Change
+30
Holders Change %
+17.65%
% of All Funds
3.54%
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
Name Holding Trade Value Shares
Change
Change in
Stake
FI
101
Financial Insights
Washington
$456K -$49.9K -1,138 -10%
FIM
102
Freedom Investment Management
Connecticut
$455K -$67K -1,528 -13%
Baird Financial Group
103
Baird Financial Group
Wisconsin
$432K +$24.4K +556 +6%
BRWA
104
B. Riley Wealth Advisors
Florida
$428K -$380K -8,661 -47%
CIAS
105
CBIZ Investment Advisory Services
Ohio
$413K
PFS
106
Prospera Financial Services
Texas
$413K +$254K +5,790 +165%
Citigroup
107
Citigroup
New York
$410K -$13.2K -300 -3%
EH
108
Equitable Holdings
New York
$409K +$78.2K +1,783 +24%
AWG
109
Altus Wealth Group
Colorado
$409K +$404K +9,208 New
SAM
110
SignalPoint Asset Management
Missouri
$397K -$351 -8 -0.1%
APA
111
American Portfolios Advisors
New York
$391K -$68.7K -1,567 -15%
HSA
112
HBK Sorce Advisory
Pennsylvania
$380K +$85.9K +1,960 +30%
BAM
113
Belpointe Asset Management
Nevada
$377K +$372K +8,483 New
OIA
114
OneDigital Investment Advisors
Kansas
$365K
TSS
115
Two Sigma Securities
New York
$365K +$360K +8,223 New
M&T Bank
116
M&T Bank
New York
$364K
Citadel Advisors
117
Citadel Advisors
Florida
$346K -$1.74M -39,773 -84%
RH
118
RFG Holdings
Texas
$345K +$341K +7,770 New
HighTower Advisors
119
HighTower Advisors
Illinois
$334K +$71.7K +1,635 +28%
SIAP
120
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$311K +$219K +5,000 +250%
1WM
121
1900 Wealth Management
Texas
$308K +$304K +6,930 New
DE
122
Day & Ennis
Georgia
$307K +$303K +6,915 New
IC
123
Intersect Capital
California
$302K +$298K +6,794 New
PAG
124
Private Advisor Group
New Jersey
$296K -$591K -13,486 -67%
Fidelity Investments
125
Fidelity Investments
Massachusetts
$296K +$287K +6,538 +5,588%

PSK Hedge Fund Activity: Q4 2020 in Review

200 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR ICE Preferred Securities ETF (PSK) for Q4 2020, worth a combined $568M — up 30% from $436M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new PSK positions and 12 closed out — a net gain of 32 holders — while 76 added to existing stakes and 47 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $30.1M. The largest seller was Qube Research & Technologies (QRT), cutting an estimated $5.1M.

  • 200 institutional investors held State Street SPDR ICE Preferred Securities ETF (PSK) as of Q4 2020, up from 170 in Q3 2020.
  • Funds reported $568M of State Street SPDR ICE Preferred Securities ETF stock for Q4 2020, up 30% quarter-over-quarter.
  • 44 funds opened new State Street SPDR ICE Preferred Securities ETF positions in Q4 2020 and 12 closed out, a net change of +32 holders.
  • The largest State Street SPDR ICE Preferred Securities ETF buyer in Q4 2020 was Envestnet Asset Management, an estimated $30.1M added.
  • The largest State Street SPDR ICE Preferred Securities ETF seller in Q4 2020 was Qube Research & Technologies (QRT), an estimated $5.1M sold.

Based on aggregated 13F filings for Q4 2020.