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SPDR ICE Preferred Securities ETF

193 hedge funds and large institutions have $430M invested in SPDR ICE Preferred Securities ETF in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 73 increasing their positions, 56 reducing their positions, and 27 closing their positions.

Holders
193
Holders Change
-6
Holders Change %
-3.02%
% of All Funds
3.09%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
24
Increased
73
Reduced
56
Closed
27
Calls
$3K
Puts
$849K
Net Calls
-$846K
Net Calls Change
-$846K
Name Market Value Shares Shares
Change
Shares
Change %
PI
1
PFS Investments
Georgia
$33.3M 977,778 +39,600 +4%
Wells Fargo
2
Wells Fargo
California
$31.4M 923,704 +290,823 +46%
SOWBOCOPL
3
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
$28.5M 837,993 +837,993 New
FLPIM
4
F.L. Putnam Investment Management
Massachusetts
$27.5M 809,831 +35,683 +5%
PL
5
Protective Life
Alabama
$24.8M 731,500
CFG
6
CNO Financial Group
Indiana
$23.8M 700,000
LPL Financial
7
LPL Financial
California
$20.9M 615,773 +115,686 +23%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$17.7M 522,019 -62,119 -11%
SAS
9
Sage Advisory Services
Texas
$13.6M 400,845 +4,151 +1%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$13.5M 398,492 +21,666 +6%
Morgan Stanley
11
Morgan Stanley
New York
$12.5M 366,893 +30,538 +9%
MPWT
12
MassMutual Private Wealth & Trust
Connecticut
$10.6M 313,217 +69,373 +28%
Bank of America
13
Bank of America
North Carolina
$10.6M 313,146 -188,877 -38%
BIA
14
Barry Investment Advisors
Massachusetts
$9.59M 282,348 +7,037 +3%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$7.72M 227,468 +13,944 +7%
Truist Financial
16
Truist Financial
North Carolina
$6.63M 195,353 +24,402 +14%
VIA
17
Vickerman Investment Advisors
Washington
$6.55M 192,981 +19,829 +11%
LRWA
18
Long Run Wealth Advisors
New York
$5.97M 175,902 +10,491 +6%
UBS Group
19
UBS Group
Switzerland
$5.44M 160,216 -71,739 -31%
Ameriprise
20
Ameriprise
Minnesota
$5.38M 158,582 +133,237 +526%
CSIA
21
Charles Schwab Investment Advisory
California
$4.83M 142,372 -8,579 -6%
PAS
22
Park Avenue Securities
New York
$4.5M 132,600 +25,649 +24%
Lido Advisors
23
Lido Advisors
California
$4.25M 125,235 +4,684 +4%
RJA
24
Raymond James & Associates
Florida
$4.2M 123,668 +14,777 +14%
SDAM
25
Shulman DeMeo Asset Management
New York
$4.09M 120,447 -192 -0.2%