State Street SPDR ICE Preferred Securities ETF
PSK
226 hedge funds and large institutions have $563M invested in State Street SPDR ICE Preferred Securities ETF in 2021 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 71 increasing their positions, 77 reducing their positions, and 20 closing their positions.
110% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 20
9% more funds holding
Funds holding: 208 → 226 (+18)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
8% less repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 77
3.65% less ownership
Funds ownership: 43.49% → 39.84% (-3.7%)
14% less capital invested
Capital invested by funds: $651M → $563M (-$88M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIA
Barry Investment Advisors
New Bedford,
Massachusetts
|
+$11.4M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$7.16M |
| 3 |
SDAM
Shulman DeMeo Asset Management
Lake Success,
New York
|
+$5.24M |
| 4 |
PI
PFS Investments
Duluth,
Georgia
|
+$2.01M |
| 5 |
HCM
Hilton Capital Management
Garden City,
New York
|
+$1.54M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$31.4M |
| 2 |
DF
Donoghue Forlines
Boston,
Massachusetts
|
-$25.6M |
| 3 |
DJSG
D.J. St. Germain
Springfield,
Massachusetts
|
-$17.7M |
| 4 |
TCM
Tradewinds Capital Management
Bellingham,
Washington
|
-$13.8M |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
-$7.22M |
PSK Hedge Fund Activity: Q4 2021 in Review
226 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR ICE Preferred Securities ETF (PSK) for Q4 2021, worth a combined $563M — down 14% from $651M a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new PSK positions and 20 closed out — a net gain of 22 holders — while 71 added to existing stakes and 77 trimmed.
The largest buyer was Barry Investment Advisors, adding an estimated $11.4M. The largest seller was Envestnet Asset Management, cutting an estimated $31.4M.
- 226 institutional investors held State Street SPDR ICE Preferred Securities ETF (PSK) as of Q4 2021, up from 208 in Q3 2021.
- Funds reported $563M of State Street SPDR ICE Preferred Securities ETF stock for Q4 2021, down 14% quarter-over-quarter.
- 42 funds opened new State Street SPDR ICE Preferred Securities ETF positions in Q4 2021 and 20 closed out, a net change of +22 holders.
- The largest State Street SPDR ICE Preferred Securities ETF buyer in Q4 2021 was Barry Investment Advisors, an estimated $11.4M added.
- The largest State Street SPDR ICE Preferred Securities ETF seller in Q4 2021 was Envestnet Asset Management, an estimated $31.4M sold.
Based on aggregated 13F filings for Q4 2021.