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State Street SPDR ICE Preferred Securities ETF

144 hedge funds and large institutions have $365M invested in State Street 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

115% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 13

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

55% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 33

22% more capital invested

Capital invested by funds: $300M → $365M (+$65.5M)

10.09% more ownership

Funds ownership: 32.81%42.9% (+10%)

8% more funds holding

Funds holding: 133144 (+11)

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
Change in
Stake
SFS
126
Sowell Financial Services
Arkansas
$22K
RG
127
Retirement Group
California
$22K +$22.1K +503 New
BFEC
128
Benjamin F. Edwards & Company
Missouri
$21K +$351 +8 +2%
TWA
129
TCI Wealth Advisors
Arizona
$20K +$19.5K +444 New
JPLA
130
Joseph P. Lucia & Associates
New York
$19K
SIS
131
Sound Income Strategies
Florida
$19K
KPCM
132
Kings Point Capital Management
New York
$13K -$31.2K -711 -71%
HWA
133
HCR Wealth Advisors
California
$11K +$91.8M +2,093,150 New
FANJ
134
Financial Architects (New Jersey)
New Jersey
$10K
GRP
135
Global Retirement Partners
California
$10K
CFGS
136
Concourse Financial Group Securities
Alabama
$9K -$36.8K -839 -81%
CAL
137
Capital Analysts LLC
Pennsylvania
$9K
FRA
138
Front Row Advisors
California
$9K
William Blair & Company
139
William Blair & Company
Illinois
$9K
SNT
140
Security National Trust
West Virginia
$9K +$8.78K +200 New
JP Morgan Chase
141
JP Morgan Chase
New York
$3K +$2.81K +64 New
AIS
142
Accurate Investment Solutions
Pennsylvania
$2K +$1.97K +45 New
ADL
143
Asset Dedication LLC
California
$1K
TFA
144
Transamerica Financial Advisors
Florida
$1K
LPWM
145
Lake Point Wealth Management
Texas
$1K +$1.01K +23 New
PGAM
146
Princeton Global Asset Management
New Jersey
$36 +$263 +6 +0.7%
FWM
147
Foresight Wealth Management
Utah
-$4.2M -95,100 Closed
ONB
148
Old National Bancorp
Indiana
-$3.22M -73,000 Closed
FTUS
149
Flow Traders U.S.
New York
-$1.55M -35,201 Closed
DI
150
Diligent Investors
California
-$787K -17,824 Closed

PSK Hedge Fund Activity: Q4 2019 in Review

144 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR ICE Preferred Securities ETF (PSK) for Q4 2019, worth a combined $365M — up 22% from $300M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new PSK positions and 13 closed out — a net gain of 15 holders — while 51 added to existing stakes and 33 trimmed.

The largest buyer was HCR Wealth Advisors, opening a new position worth an estimated $91.8M. The largest seller was Mackenzie Financial, cutting an estimated $4.83M.

  • 144 institutional investors held State Street SPDR ICE Preferred Securities ETF (PSK) as of Q4 2019, up from 133 in Q3 2019.
  • Funds reported $365M of State Street SPDR ICE Preferred Securities ETF stock for Q4 2019, up 22% quarter-over-quarter.
  • 28 funds opened new State Street SPDR ICE Preferred Securities ETF positions in Q4 2019 and 13 closed out, a net change of +15 holders.
  • The largest State Street SPDR ICE Preferred Securities ETF buyer in Q4 2019 was HCR Wealth Advisors, an estimated $91.8M added.
  • The largest State Street SPDR ICE Preferred Securities ETF seller in Q4 2019 was Mackenzie Financial, an estimated $4.83M sold.

Based on aggregated 13F filings for Q4 2019.