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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 %
ASN
151
Advisory Services Network
Georgia
$100K -$66.6K -1,503 -40%
TF
152
Tompkins Financial
New York
$98K -$213K -4,795 -69%
BWP
153
Baldwin Wealth Partners
Massachusetts
$89K – – –
Fifth Third Bancorp
154
Fifth Third Bancorp
Ohio
$85K – – –
DI
155
Disciplined Investments
Oklahoma
$83K -$312 -7 -0.4%
SA
156
SRH Advisors
Kansas
$72K – – –
DWP
157
Destiny Wealth Partners
Florida
$72K +$72K +1,613 New
MCC
158
Money Concepts Capital
Florida
$71K +$71K +1,607 New
William Blair & Company
159
William Blair & Company
Illinois
$59K +$2.22K +50 +4%
WEC
160
Winslow Evans & Crocker
Massachusetts
$58K +$11.5K +260 +25%
CWA
161
Clearview Wealth Advisors
Oregon
$58K +$58K +1,305 New
Carson Wealth (CWM LLC)
162
Carson Wealth (CWM LLC)
Nebraska
$55K – – –
AAM
163
Advisors Asset Management
Colorado
$54K -$177 -4 -0.3%
LWA
164
Lowe Wealth Advisors
Maryland
$53K +$53K +1,200 New
TIAM2
165
Tru Independence Asset Management 2
Oregon
$51K +$51K +1,159 New
RCA
166
Ranch Capital Advisors
Florida
$45K -$919 -21 -2%
RWB
167
RMR Wealth Builders
New Jersey
$38K +$38K +858 New
NFSG
168
Newbridge Financial Services Group
Florida
$37K +$15.4K +349 +71%
FCH
169
Freestone Capital Holdings
Washington
$36.2K – – –
JGIA
170
Jackson Grant Investment Advisers
Connecticut
$35K +$619 +14 +2%
RIM
171
Rockbridge Investment Management
New York
$34K – – –
CAPTRUST Financial Advisors
172
CAPTRUST Financial Advisors
North Carolina
$34K +$34K +770 New
TAM
173
Tucker Asset Management
Colorado
$32.2K +$32.2K +725 New
TFA
174
Transamerica Financial Advisors
Florida
$32K -$2.32K -52 -7%
NSIM
175
North Star Investment Management
Illinois
$30K +$132 +3 +0.4%
5 6
7
8 9