State Street SPDR ICE Preferred Securities ETF
PSK
208 hedge funds and large institutions have $651M invested in State Street SPDR ICE Preferred Securities ETF in 2021 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 94 increasing their positions, 49 reducing their positions, and 15 closing their positions.
92% more repeat investments, than reductions
Existing positions increased: 94 | Existing positions reduced: 49
27% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 15
0% more funds holding
Funds holding: 207 → 208 (+1)
2% less capital invested
Capital invested by funds: $665M → $651M (-$13.6M)
1.3% less ownership
Funds ownership: 44.79% → 43.49% (-1.3%)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$4.39M |
| 2 |
GG
Golden Green
Seneca,
South Carolina
|
+$2.65M |
| 3 |
LPL Financial
San Diego,
California
|
+$2.36M |
| 4 |
PI
PFS Investments
Duluth,
Georgia
|
+$2.15M |
| 5 |
DJSG
D.J. St. Germain
Springfield,
Massachusetts
|
+$1.91M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AF
Allworth Financial
Folsom,
California
|
-$17.2M |
| 2 |
SDAM
Shulman DeMeo Asset Management
Lake Success,
New York
|
-$5.57M |
| 3 |
TCWA
Ten Capital Wealth Advisors
Spokane,
Washington
|
-$3.23M |
| 4 |
TCM
Tradewinds Capital Management
Bellingham,
Washington
|
-$2.57M |
| 5 |
MWPCG
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
-$2.05M |
PSK Hedge Fund Activity: Q3 2021 in Review
208 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR ICE Preferred Securities ETF (PSK) for Q3 2021, worth a combined $651M — down 2% from $665M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new PSK positions and 15 closed out — a net gain of 4 holders — while 94 added to existing stakes and 49 trimmed.
The largest buyer was Wells Fargo, adding an estimated $4.39M. The largest seller was Allworth Financial, cutting an estimated $17.2M.
- 208 institutional investors held State Street SPDR ICE Preferred Securities ETF (PSK) as of Q3 2021, up from 207 in Q2 2021.
- Funds reported $651M of State Street SPDR ICE Preferred Securities ETF stock for Q3 2021, down 2% quarter-over-quarter.
- 19 funds opened new State Street SPDR ICE Preferred Securities ETF positions in Q3 2021 and 15 closed out, a net change of +4 holders.
- The largest State Street SPDR ICE Preferred Securities ETF buyer in Q3 2021 was Wells Fargo, an estimated $4.39M added.
- The largest State Street SPDR ICE Preferred Securities ETF seller in Q3 2021 was Allworth Financial, an estimated $17.2M sold.
Based on aggregated 13F filings for Q3 2021.