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SPDR ICE Preferred Securities ETF

170 hedge funds and large institutions have $436M invested in SPDR ICE Preferred Securities ETF in 2020 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 64 increasing their positions, 43 reducing their positions, and 10 closing their positions.

Holders
170
Holders Change
+20
Holders Change %
+13.33%
% of All Funds
3.44%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
30
Increased
64
Reduced
43
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$35.5M 817,751 +138,688 +20%
State Street
2
State Street
Massachusetts
$31.8M 732,572 -175,954 -19%
PL
3
Protective Life
Alabama
$31.8M 731,500
AF
4
Allworth Financial
California
$23.1M 531,559 +15,950 +3%
DJSG
5
D.J. St. Germain
Massachusetts
$16.6M 382,833 +53,871 +16%
LPL Financial
6
LPL Financial
California
$16.1M 370,237 +49,295 +15%
UBS Group
7
UBS Group
Switzerland
$15.5M 355,496 +29,502 +9%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$14.6M 336,520 -761 -0.2%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$14.1M 324,659 +13,246 +4%
Morgan Stanley
10
Morgan Stanley
New York
$13.6M 311,742 +16,180 +5%
Qube Research & Technologies (QRT)
11
Qube Research & Technologies (QRT)
United Kingdom
$12.8M 293,471 +235,839 +409%
PI
12
PFS Investments
Georgia
$11.5M 264,798 +39,602 +18%
Bank of America
13
Bank of America
North Carolina
$9.82M 225,791 -59,154 -21%
NC
14
NewSquare Capital
Pennsylvania
$9.37M 215,627 -173,056 -45%
SAS
15
Sage Advisory Services
Texas
$8.35M 192,154 +2,592 +1%
Truist Financial
16
Truist Financial
North Carolina
$8.25M 189,887 +3,047 +2%
MPWT
17
MassMutual Private Wealth & Trust
Connecticut
$7.68M 176,600 +98,675 +127%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$6.24M 143,433 +8,617 +6%
SDAM
19
Shulman DeMeo Asset Management
New York
$5.71M 131,292 -210 -0.2%
MBTD
20
Mechanics Bank - Trust Department
California
$5.68M 130,675 -1,094 -0.8%
CSIA
21
Charles Schwab Investment Advisory
California
$5.3M 121,852 -11,414 -9%
TCWA
22
Ten Capital Wealth Advisors
Washington
$5.1M 117,373 +117,373 New
Osaic Holdings
23
Osaic Holdings
Arizona
$4.27M 98,297 +12,989 +15%
RJA
24
Raymond James & Associates
Florida
$4.2M 96,707 +4,388 +5%
OPS
25
Orion Portfolio Solutions
Nebraska
$4.14M 95,334 -12,712 -12%