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SPDR ICE Preferred Securities ETF

86 hedge funds and large institutions have $170M invested in SPDR ICE Preferred Securities ETF in 2017 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 34 reducing their positions, and 12 closing their positions.

Holders
86
Holders Change
-4
Holders Change %
-4.44%
% of All Funds
2.14%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
11
Increased
24
Reduced
34
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$31.9M 726,356 +193,824 +36%
State Street
2
State Street
Massachusetts
$23.1M 524,696 +139,431 +36%
Morgan Stanley
3
Morgan Stanley
New York
$18.8M 428,360 -40,321 -9%
Bank of America
4
Bank of America
North Carolina
$13.5M 306,243 -30,633 -9%
NC
5
NewSquare Capital
Pennsylvania
$8.75M 198,995 -13,934 -7%
LPL Financial
6
LPL Financial
California
$8.67M 195,322 -6,177 -3%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$7.11M 161,685 +3,978 +3%
UBS Group
8
UBS Group
Switzerland
$5.9M 134,284 -8,426 -6%
SB
9
Suntrust Banks
Georgia
$3.43M 77,498 +28,657 +59%
SGAM
10
Steinberg Global Asset Management
Florida
$3.13M 71,257 -2,342 -3%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$2.32M 52,758 -4,022 -7%
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$2.29M 52,191 -1,774 -3%
Wells Fargo
13
Wells Fargo
California
$2.22M 50,420 +38,744 +332%
TFA
14
Transamerica Financial Advisors
Florida
$1.92M 43,663 -8,843 -17%
AG
15
Advisor Group
Arizona
$1.74M 39,585 -2,363 -6%
RJA
16
Raymond James & Associates
Florida
$1.71M 38,900 -7,423 -16%
SCM
17
Stonehearth Capital Management
Massachusetts
$1.71M 38,788 +38,788 New
IP
18
Investment Partners
Ohio
$1.66M 37,695
PAG
19
Private Advisory Group
Washington
$1.61M 36,664 -49,095 -57%
SF
20
Synovus Financial
Georgia
$1.54M 34,867 -39 -0.1%
AIM
21
Advantage Investment Management
Iowa
$1.31M 29,856 -275 -0.9%
GFPC
22
Global Financial Private Capital
Florida
$1.28M 29,005 +29,005 New
Baird Financial Group
23
Baird Financial Group
Wisconsin
$1.26M 28,705 +41 +0.1%
Stifel Financial
24
Stifel Financial
Missouri
$1.21M 27,590 -2,777 -9%
SFP
25
Shepherd Financial Partners
Massachusetts
$1.18M 26,689 -67,948 -72%