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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
ARC
126
Advisor Resource Council
Texas
$220K +$222K +6,139 New
HighTower Advisors
127
HighTower Advisors
Illinois
$217K +$8.21K +227 +4%
CSIC
128
Clifford Swan Investment Counsel
California
$212K
DI
129
Disciplined Investments
Oklahoma
$208K +$147K +4,051 +230%
MGIA
130
Matthew Goff Investment Advisor
Texas
$201K
MA
131
MUFG Americas
New York
$188K
GWM
132
Geneos Wealth Management
Colorado
$180K -$36.2K -1,000 -17%
WAM
133
Worth Asset Management
Texas
$147K
LC
134
Lindbrook Capital
California
$131K +$133K +3,668 New
AAP
135
Arax Advisory Partners
Colorado
$125K -$82.3K -2,275 -39%
IHWM
136
Iron Horse Wealth Management
Iowa
$122K -$941 -26 -0.8%
WOSD
137
WFA of San Diego
California
$112K +$113K +3,119 New
FHA
138
First Horizon Advisors
Tennessee
$99K +$102K +2,809 New
PFGIA
139
Patriot Financial Group Insurance Agency
Massachusetts
$91K -$39.8K -1,101 -30%
PTC
140
Private Trust Company
Ohio
$87K +$88.1K +2,436 New
OIA
141
Optimum Investment Advisors
Illinois
$82K
BWM
142
Baystate Wealth Management
Massachusetts
$80K +$81.1K +2,242 New
Northwestern Mutual Wealth Management
143
Northwestern Mutual Wealth Management
Wisconsin
$68K
PP
144
Prudential plc
United Kingdom
$65K
SA
145
SRH Advisors
Kansas
$58K
CA
146
CoreCap Advisors
Michigan
$52K +$52.2K +1,443 New
HCP
147
Hexagon Capital Partners
Arkansas
$51K
IA
148
IFP Advisors
Florida
$48K
DWMG
149
DB Wealth Management Group
California
$45K
Fifth Third Bancorp
150
Fifth Third Bancorp
Ohio
$45K

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.