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SPDR ICE Preferred Securities ETF

133 hedge funds and large institutions have $300M invested in SPDR ICE Preferred Securities ETF in 2019 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 48 increasing their positions, 35 reducing their positions, and 16 closing their positions.

Holders
133
Holders Change
-1
Holders Change %
-0.75%
% of All Funds
2.92%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
16
Increased
48
Reduced
35
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$55.2M 1,250,635 -77,241 -6%
Mackenzie Financial
2
Mackenzie Financial
Ontario, Canada
$28.2M 638,922 -713,496 -53%
Morgan Stanley
3
Morgan Stanley
New York
$26.3M 594,765 +100,485 +20%
AF
4
Allworth Financial
California
$21.6M 488,013 +11,637 +2%
Wells Fargo
5
Wells Fargo
California
$13.2M 298,910 +70,979 +31%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$12.6M 285,814 +6,030 +2%
Bank of America
7
Bank of America
North Carolina
$10.4M 236,195 +120,892 +105%
UBS Group
8
UBS Group
Switzerland
$9.88M 223,629 +21,340 +11%
LPL Financial
9
LPL Financial
California
$7.41M 167,828 +19,069 +13%
DJSG
10
D.J. St. Germain
Massachusetts
$6.93M 156,982 +31,498 +25%
SB
11
Suntrust Banks
Georgia
$6.86M 155,301 +592 +0.4%
SDAM
12
Shulman DeMeo Asset Management
New York
$5.55M 125,648 +12,476 +11%
RIM
13
Redwood Investment Management
Arizona
$5.37M 121,564 -22,401 -16%
ACM
14
AlphaStar Capital Management
North Carolina
$4.96M 112,210 +26,014 +30%
FWM
15
Foresight Wealth Management
Utah
$4.2M 95,100 +11,455 +14%
TC
16
TownSquare Capital
Utah
$3.81M 87,750 +22,938 +35%
ONB
17
Old National Bancorp
Indiana
$3.22M 73,000
MBTD
18
Mechanics Bank - Trust Department
California
$3.07M 69,485 +69,485 New
TYCC
19
Texas Yale Capital Corp
Florida
$2.95M 66,679 +825 +1%
GVAG
20
Great Valley Advisor Group
Delaware
$2.81M 63,513 +10,457 +20%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$2.8M 63,440 +13,825 +28%
Goldman Sachs
22
Goldman Sachs
New York
$2.6M 58,957 +12,641 +27%
1IA
23
1834 Investment Advisors
Wisconsin
$2.57M 58,140 +1 +0%
Ameriprise
24
Ameriprise
Minnesota
$2.5M 56,644 +1,157 +2%
WCM
25
Windsor Capital Management
Arizona
$2.32M 52,525 +5,758 +12%