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SPDR ICE Preferred Securities ETF
PSK

Overview Fund Activity

200 hedge funds and large institutions have $568M invested in 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
Holders
200
Holders Change
+30
Holders Change %
+17.65%
% of All Funds
3.55%
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
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$45.4M
2
DF
2
Donoghue Forlines
Massachusetts
$19.6M
3
Ameriprise
3
Ameriprise
Minnesota
$16.2M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$7.03M
5
CFGS
5
Concourse Financial Group Securities
Alabama
$6.35M

Top Sellers

1
Qube Research & Technologies (QRT)
1
Qube Research & Technologies (QRT)
United Kingdom
$7.87M
2
Truist Financial
2
Truist Financial
North Carolina
$3.5M
3
AF
3
Allworth Financial
California
$20.5M
4
SAS
4
Sage Advisory Services
Texas
$6.29M
5
State Street
5
State Street
Massachusetts
$30.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFA
126
Mayflower Financial Advisors
Massachusetts
$295K +$295K +6,650 New
NB
127
NBT Bank
New York
$280K – – –
RWM
128
Ritholtz Wealth Management
New York
$277K -$4.44K -100 -2%
WCA
129
Westover Capital Advisors
Delaware
$275K – – –
MGIA
130
Matthew Goff Investment Advisor
Texas
$273K – – –
CSIC
131
Clifford Swan Investment Counsel
California
$263K – – –
SG
132
StoneX Group
New York
$255K +$255K +5,740 New
ML
133
McAdam LLC
Pennsylvania
$254K -$45.6K -1,064 -15%
IIA
134
IPG Investment Advisors
California
$246K – – –
SWIG
135
Strategic Wealth Investment Group
Kentucky
$246K -$17K -384 -6%
MA
136
MUFG Americas
New York
$233K – – –
RIA
137
Regal Investment Advisors
Michigan
$228K +$228K +5,133 New
US Bancorp
138
US Bancorp
Minnesota
$226K +$1.87K +42 +0.8%
PWM
139
PBMares Wealth Management
Virginia
$211K +$211K +4,740 New
EWA
140
EP Wealth Advisors
California
$201K -$219K -4,930 -52%
GWM
141
GSB Wealth Management
Connecticut
$201K +$201K +4,515 New
IHWM
142
Iron Horse Wealth Management
Iowa
$185K +$185K +4,175 New
CIAS
143
Capital Investment Advisory Services
North Carolina
$179K +$18.2K +410 +11%
GRP
144
Global Retirement Partners
California
$177K +$168K +3,780 +1,890%
PFGIA
145
Patriot Financial Group Insurance Agency
Massachusetts
$169K +$22.2K +498 +15%
DA
146
DCM Advisors
New York
$166K +$166K +3,730 New
FFG
147
Fortem Financial Group
California
$158K +$158K +3,550 New
Barclays
148
Barclays
United Kingdom
$151K +$151K +3,400 New
OIA
149
Optimum Investment Advisors
Illinois
$109K -$156K -3,500 -59%
BWM
150
Birchcreek Wealth Management
Ohio
$101K +$101K +2,280 New
4 5
6
7 8