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State Street SPDR ICE Preferred Securities ETF

201 hedge funds and large institutions have $397M invested in State Street SPDR ICE Preferred Securities ETF in 2022 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 65 increasing their positions, 60 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 29

2% more funds holding

Funds holding: 197201 (+4)

2% more ownership

Funds ownership: 35.99%37.99% (+2%)

8% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 60

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

5% less capital invested

Capital invested by funds: $417M → $397M (-$20M)

Holders
201
Holders Change
+4
Holders Change %
+2.03%
% of All Funds
3.39%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
34
Increased
65
Reduced
60
Closed
29
Calls
$3K
Puts
Net Calls
+$3K
Net Calls Change
+$3K
Name Holding Trade Value Shares
Change
Change in
Stake
KWA
101
KCS Wealth Advisory
California
$354K +$76.6K +2,116 +27%
DI
102
DFPG Investments
Utah
$353K -$37.7K -1,041 -10%
FI
103
Financial Insights
Washington
$332K +$14.6K +403 +5%
GWM
104
GSB Wealth Management
Connecticut
$324K +$2.39K +66 +0.7%
RRWA
105
Rainey & Randall Wealth Advisors
Florida
$311K -$195K -5,387 -38%
BS
106
Boenning & Scattergood
Pennsylvania
$309K +$312K +8,615 New
HSA
107
HBK Sorce Advisory
Pennsylvania
$307K
BWA
108
Beam Wealth Advisors
Louisiana
$303K +$253 +7 +0.1%
ARMC
109
American Research & Management Company
Massachusetts
$299K -$85K -2,350 -22%
AWA
110
Artemis Wealth Advisors
New York
$296K +$413K +11,406 New
PJSIMP
111
P.J. Schmidt Investment Management (PJS)
Wisconsin
$293K -$123K -3,391 -29%
AWM
112
AE Wealth Management
Kansas
$290K +$9.7K +268 +3%
M&T Bank
113
M&T Bank
New York
$277K -$17.1K -472 -6%
CWM
114
Collaborative Wealth Management
Florida
$277K +$280K +7,736 New
HAS
115
HBW Advisory Services
California
$276K -$34.8K -961 -11%
LWA
116
Lowe Wealth Advisors
Maryland
$275K
CA
117
CGN Advisors
Kansas
$270K -$171K -4,732 -39%
SWP
118
Stratos Wealth Partners
Ohio
$261K +$58.6K +1,620 +29%
IIA
119
IPG Investment Advisors
California
$255K +$257K +7,100 New
APA
120
American Portfolios Advisors
New York
$255K +$1.95K +54 +0.8%
PAG
121
Private Advisor Group
New Jersey
$251K -$237K -6,538 -48%
NB
122
NBT Bank
New York
$248K +$3.98K +110 +2%
GI
123
Gradient Investments
Minnesota
$231K -$5.39K -149 -2%
EL
124
Essex LLC
Illinois
$231K
SAM
125
SignalPoint Asset Management
Missouri
$227K +$21.2K +586 +10%

PSK Hedge Fund Activity: Q2 2022 in Review

201 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR ICE Preferred Securities ETF (PSK) for Q2 2022, worth a combined $397M — down 4.8% from $417M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new PSK positions and 29 closed out — a net gain of 5 holders — while 65 added to existing stakes and 60 trimmed.

The largest buyer was PFS Investments, adding an estimated $11.4M. The largest seller was Tradewinds Capital Management, cutting an estimated $18.5M.

  • 201 institutional investors held State Street SPDR ICE Preferred Securities ETF (PSK) as of Q2 2022, up from 197 in Q1 2022.
  • Funds reported $397M of State Street SPDR ICE Preferred Securities ETF stock for Q2 2022, down 4.8% quarter-over-quarter.
  • 34 funds opened new State Street SPDR ICE Preferred Securities ETF positions in Q2 2022 and 29 closed out, a net change of +5 holders.
  • The largest State Street SPDR ICE Preferred Securities ETF buyer in Q2 2022 was PFS Investments, an estimated $11.4M added.
  • The largest State Street SPDR ICE Preferred Securities ETF seller in Q2 2022 was Tradewinds Capital Management, an estimated $18.5M sold.

Based on aggregated 13F filings for Q2 2022.