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SPDR ICE Preferred Securities ETF
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Overview Fund Activity

135 hedge funds and large institutions have $310M invested in SPDR ICE Preferred Securities ETF in 2020 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 50 increasing their positions, 34 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
135
Holders Change
-9
Holders Change %
-6.25%
% of All Funds
2.98%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
23
Increased
50
Reduced
34
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$58.1M
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$8.1M
3
SAS
3
Sage Advisory Services
Texas
$3.5M
4
CST
4
Charles Schwab Trust
Nevada
$3.08M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$6.57M

Top Sellers

1
Mackenzie Financial
1
Mackenzie Financial
Ontario, Canada
$0
2
AIA
2
Avalon Investment & Advisory
Texas
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$16.1M
4
Bank of America
4
Bank of America
North Carolina
$4.67M
5
TFA
5
Tobias Financial Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
126
Fidelity Investments
Massachusetts
$6K -$39.2K -973 -87%
AIC
127
Ameritas Investment Company
Nebraska
$6K +$6K +165 New
FGAM
128
Financial Gravity Asset Management
Texas
$4.08K +$4.08K +104 New
TRCT
129
Tower Research Capital (TRC)
New York
$4K +$4K +100 New
TCOV
130
Trust Company of Vermont
Vermont
$4K +$4K +114 New
CA
131
Clearstead Advisors
Ohio
$3K +$3K +64 New
OPS
132
Orion Portfolio Solutions
Nebraska
$3K +$3K +67 New
TFA
133
Transamerica Financial Advisors
Florida
$1K – – –
LPWM
134
Lake Point Wealth Management
Texas
$1K – – –
TFS
135
TrustCore Financial Services
Tennessee
$1K +$1K +20 New
LWA
136
Lowe Wealth Advisors
Maryland
$1K +$1K +31 New
Mackenzie Financial
137
Mackenzie Financial
Ontario, Canada
– -$23.3M -528,899 Closed
AIA
138
Avalon Investment & Advisory
Texas
– -$10.9M -246,837 Closed
TFA
139
Tobias Financial Advisors
Florida
– -$4.23M -96,138 Closed
BCM
140
Bluefin Capital Management
New York
– -$2.42M -54,914 Closed
JIP
141
JBJ Investment Partners
South Carolina
– -$1.29M -29,255 Closed
GC
142
Guggenheim Capital
Illinois
– -$933K -21,206 Closed
EAM
143
Evanson Asset Management
California
– -$820K -18,635 Closed
Renaissance Technologies
144
Renaissance Technologies
New York
– -$582K -13,220 Closed
RIA
145
Regal Investment Advisors
Michigan
– -$528K -11,997 Closed
Stifel Financial
146
Stifel Financial
Missouri
– -$427K -9,748 Closed
RA
147
RFG Advisory
Alabama
– -$330K -7,496 Closed
PAG
148
Private Advisory Group
Washington
– -$326K -7,404 Closed
Creative Planning
149
Creative Planning
Kansas
– -$272K -6,173 Closed
AWS
150
AJ Wealth Strategies
New York
– -$257K -5,834 Closed
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