PSK icon

SPDR ICE Preferred Securities ETF

124 hedge funds and large institutions have $245M invested in SPDR ICE Preferred Securities ETF in 2018 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 28 increasing their positions, 37 reducing their positions, and 21 closing their positions.

Holders
124
Holders Change
+20
Holders Change %
+19.23%
% of All Funds
2.77%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
42
Increased
28
Reduced
37
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$59.2M 1,496,368 +173,740 +13%
Mackenzie Financial
2
Mackenzie Financial
Ontario, Canada
$28.2M 713,657 -196,652 -22%
GI
3
Gradient Investments
Minnesota
$17.9M 451,288 +451,053 +191,937%
AF
4
Allworth Financial
California
$17.1M 431,202 -5,567 -1%
Morgan Stanley
5
Morgan Stanley
New York
$9.25M 233,874 -168,698 -42%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$8.64M 218,371 +86,133 +65%
Citadel Advisors
7
Citadel Advisors
Florida
$7.4M 187,037 +187,037 New
Wells Fargo
8
Wells Fargo
California
$6.52M 164,894 -69,212 -30%
Bank of America
9
Bank of America
North Carolina
$5.16M 130,325 -82,949 -39%
UBS Group
10
UBS Group
Switzerland
$4.61M 116,549 -21,117 -15%
SDAM
11
Shulman DeMeo Asset Management
New York
$4.5M 113,693 +113,693 New
LPL Financial
12
LPL Financial
California
$4.46M 112,661 -29,608 -21%
TC
13
TownSquare Capital
Utah
$4.01M 95,930 +95,930 New
SWP
14
Strategic Wealth Partners
Ohio
$3.29M 61,854 -40,186 -39%
RWM
15
Ritholtz Wealth Management
New York
$3M 75,915 +75,915 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$2.88M 72,806 +25,983 +55%
FWM
17
Foresight Wealth Management
Utah
$2.58M 65,087 +65,087 New
1IA
18
1834 Investment Advisors
Wisconsin
$2.45M 61,991 -20,531 -25%
DI
19
Diligent Investors
California
$2.44M 61,717 -4,215 -6%
TYCC
20
Texas Yale Capital Corp
Florida
$2.29M 57,950 +57,950 New
ACM
21
AlphaStar Capital Management
North Carolina
$1.78M 44,864 +16,768 +60%
GFPC
22
Global Financial Private Capital
Florida
$1.77M 44,844 -15,508 -26%
GVAG
23
Great Valley Advisor Group
Delaware
$1.75M 44,116 +44,116 New
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$1.61M 40,756 +32,283 +381%
WCM
25
Windsor Capital Management
Arizona
$1.53M 38,609 +3,255 +9%