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State Street SPDR ICE Preferred Securities ETF
PSK

173 hedge funds and large institutions have $461M invested in State Street SPDR ICE Preferred Securities ETF in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 61 increasing their positions, 50 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 16

34% more capital invested

Capital invested by funds: $344M → $461M (+$117M)

22% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 50

5.3% more ownership

Funds ownership: 42.94% → 48.24% (+5.3%)

4% more funds holding

Funds holding: 166 → 173 (+7)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
173
Holders Change
+7
Holders Change %
+4.22%
% of All Funds
2.48%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
23
Increased
61
Reduced
50
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of New York Mellon
Bank of New York Mellon
New York
+$16.1M
2
Morgan Stanley
Morgan Stanley
New York
+$14.7M
3
TCM
Tradewinds Capital Management
Washington
+$11.3M
4
APWA
Atlas Private Wealth Advisors
New Jersey
+$10.5M
5
NC
NewSquare Capital
Pennsylvania
+$7.87M

Top Sellers

Rank Fund Capital Flow
1
Lido Advisors
Lido Advisors
California
-$3.37M
2
ECA
Elevation Capital Advisory
Oregon
-$2.93M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$1.65M
4
FCI
Financial Counselors Inc
Kansas
-$1.29M
5
LPL Financial
LPL Financial
California
-$1.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
Balyasny Asset Management
176
Balyasny Asset Management
Illinois
– -$1.65M -48,582 Closed
SFC
177
Strategic Financial Concepts
Texas
– -$920 -31,224 Closed
SW
178
SVB Wealth
Massachusetts
– -$475K -13,992 Closed
OMC
179
Old Mission Capital
Illinois
– -$270K -7,963 Closed
TFA
180
Tobias Financial Advisors
Florida
– -$227K -6,688 Closed
BRWA
181
B. Riley Wealth Advisors
Florida
– -$218K -6,429 Closed
MFA
182
Mayflower Financial Advisors
Massachusetts
– -$211K -6,225 Closed
IAIM
183
International Assets Investment Management
Florida
– -$117K -3,435 Closed
GI
184
Gradient Investments
Minnesota
– -$110K -3,234 Closed
SSB
185
Sandy Spring Bank
Maryland
– -$25.4K -749 Closed
FHA
186
First Horizon Advisors
Tennessee
– -$17.9K -528 Closed
RIA
187
Realta Investment Advisors
Delaware
– -$17.5K -516 Closed
TSWM
188
Tyler-Stone Wealth Management
Ohio
– -$1.83K -54 Closed
Fidelity Investments
189
Fidelity Investments
Massachusetts
– -$34 -1 Closed
4 5 6 7
8

PSK Hedge Fund Activity: Q3 2024 in Review

173 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR ICE Preferred Securities ETF (PSK) for Q3 2024, worth a combined $461M — up 34% from $344M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new PSK positions and 16 closed out — a net gain of 7 holders — while 61 added to existing stakes and 50 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $16.1M. The largest seller was Lido Advisors, cutting an estimated $3.37M.

  • 173 institutional investors held State Street SPDR ICE Preferred Securities ETF (PSK) as of Q3 2024, up from 166 in Q2 2024.
  • Funds reported $461M of State Street SPDR ICE Preferred Securities ETF stock for Q3 2024, up 34% quarter-over-quarter.
  • 23 funds opened new State Street SPDR ICE Preferred Securities ETF positions in Q3 2024 and 16 closed out, a net change of +7 holders.
  • The largest State Street SPDR ICE Preferred Securities ETF buyer in Q3 2024 was Bank of New York Mellon, an estimated $16.1M added.
  • The largest State Street SPDR ICE Preferred Securities ETF seller in Q3 2024 was Lido Advisors, an estimated $3.37M sold.

Based on aggregated 13F filings for Q3 2024.