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SPDR ICE Preferred Securities ETF

134 hedge funds and large institutions have $277M invested in SPDR ICE Preferred Securities ETF in 2019 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 39 increasing their positions, 42 reducing their positions, and 11 closing their positions.

Holders
134
Holders Change
+10
Holders Change %
+8.06%
% of All Funds
2.9%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
22
Increased
39
Reduced
42
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$60.7M 1,423,153 -73,215 -5%
Mackenzie Financial
2
Mackenzie Financial
Ontario, Canada
$35M 818,932 +105,275 +15%
AF
3
Allworth Financial
California
$19.3M 451,390 +20,188 +5%
GI
4
Gradient Investments
Minnesota
$17M 397,506 -53,782 -12%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$11.4M 267,891 +227,135 +557%
Morgan Stanley
6
Morgan Stanley
New York
$8.1M 189,800 -44,074 -19%
Wells Fargo
7
Wells Fargo
California
$7.35M 172,109 +7,215 +4%
SB
8
Suntrust Banks
Georgia
$6.29M 147,478 +141,226 +2,259%
UBS Group
9
UBS Group
Switzerland
$6.15M 144,123 +27,574 +24%
TYCC
10
Texas Yale Capital Corp
Florida
$5.58M 130,768 +72,818 +126%
LPL Financial
11
LPL Financial
California
$5.06M 118,564 +5,903 +5%
SDAM
12
Shulman DeMeo Asset Management
New York
$4.84M 113,344 -349 -0.3%
DJSG
13
D.J. St. Germain
Massachusetts
$4.16M 97,468 +86,868 +820%
Bank of America
14
Bank of America
North Carolina
$3.96M 92,747 -37,578 -29%
JIP
15
JBJ Investment Partners
South Carolina
$3.86M 90,379 +90,379 New
TC
16
TownSquare Capital
Utah
$3.75M 87,755 -8,175 -9%
FWM
17
Foresight Wealth Management
Utah
$3.49M 81,814 +16,727 +26%
SWP
18
Strategic Wealth Partners
Ohio
$3.42M 80,146 +18,292 +30%
DI
19
Diligent Investors
California
$2.7M 63,329 +1,612 +3%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$2.63M 61,540 -11,266 -15%
1IA
21
1834 Investment Advisors
Wisconsin
$2.58M 60,482 -1,509 -2%
ACM
22
AlphaStar Capital Management
North Carolina
$2.52M 59,129 +14,265 +32%
Ameriprise
23
Ameriprise
Minnesota
$2.52M 59,086 +47,668 +417%
RWA
24
Redhawk Wealth Advisors
Minnesota
$2.36M 55,241 +55,241 New
RIM
25
Redwood Investment Management
Arizona
$2.18M 51,133 +51,133 New