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SPDR ICE Preferred Securities ETF

144 hedge funds and large institutions have $365M invested in SPDR ICE Preferred Securities ETF in 2019 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 51 increasing their positions, 33 reducing their positions, and 13 closing their positions.

Holders
144
Holders Change
+11
Holders Change %
+8.27%
% of All Funds
2.84%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
28
Increased
51
Reduced
33
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$52.6M 1,194,641 -55,994 -4%
PL
2
Protective Life
Alabama
$32.2M 731,500 +720,000 +6,261%
Morgan Stanley
3
Morgan Stanley
New York
$26.7M 607,419 +12,654 +2%
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$23.3M 528,899 -110,023 -17%
AF
5
Allworth Financial
California
$22.1M 503,093 +15,080 +3%
Wells Fargo
6
Wells Fargo
California
$14.7M 333,337 +34,427 +12%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$13.3M 301,676 +15,862 +6%
DJSG
8
D.J. St. Germain
Massachusetts
$11.6M 263,517 +106,535 +68%
UBS Group
9
UBS Group
Switzerland
$11.4M 258,170 +34,541 +15%
AIA
10
Avalon Investment & Advisory
Texas
$10.9M 246,837 +246,837 New
Bank of America
11
Bank of America
North Carolina
$10.2M 232,490 -3,705 -2%
LPL Financial
12
LPL Financial
California
$9.77M 221,874 +54,046 +32%
Truist Financial
13
Truist Financial
North Carolina
$7.85M 178,332 +178,332 New
SDAM
14
Shulman DeMeo Asset Management
New York
$5.92M 134,417 +8,769 +7%
RIM
15
Redwood Investment Management
Arizona
$5.55M 126,122 +4,558 +4%
VDFA
16
Vickerman & Driscoll Financial Advisors
Washington
$4.87M 110,586 +99,809 +926%
ACM
17
AlphaStar Capital Management
North Carolina
$4.75M 108,010 -4,200 -4%
MBTD
18
Mechanics Bank - Trust Department
California
$4.75M 108,025 +38,540 +55%
SWP
19
Strategic Wealth Partners
Ohio
$4.61M 104,840 +18,453 +21%
TFA
20
Tobias Financial Advisors
Florida
$4.23M 96,138 +96,138 New
TC
21
TownSquare Capital
Utah
$4.14M 94,108 +6,358 +7%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$3.99M 90,679 +27,239 +43%
TYCC
23
Texas Yale Capital Corp
Florida
$2.94M 66,779 +100 +0.1%
Goldman Sachs
24
Goldman Sachs
New York
$2.83M 64,346 +5,389 +9%
GVAG
25
Great Valley Advisor Group
Delaware
$2.81M 63,829 +316 +0.5%