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State Street SPDR Bloomberg Convertible Securities ETF

478 hedge funds and large institutions have $4.01B invested in State Street SPDR Bloomberg Convertible Securities ETF in 2020 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 154 increasing their positions, 152 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

336% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 25

41% more funds holding in top 10

Funds holding in top 10: 2738 (+11)

37% more capital invested

Capital invested by funds: $2.94B → $4.01B (+$1.08B)

20% more funds holding

Funds holding: 399478 (+79)

2.34% more ownership

Funds ownership: 57.38%59.73% (+2.3%)

1% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 152

73% less call options, than puts

Call options by funds: $6.2M | Put options by funds: $23.3M

Holders
478
Holders Change
+79
Holders Change %
+19.8%
% of All Funds
8.46%
Holding in Top 10
38
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+40.74%
% of All Funds
0.67%
New
109
Increased
154
Reduced
152
Closed
25
Calls
$6.2M
Puts
$23.3M
Net Calls
-$17.1M
Net Calls Change
-$18.7M
Name Holding Trade Value Shares
Change
Change in
Stake
MSL
226
Mackay Shields LLC
New York
$1.21M +$1.11M +14,669 New
MIAN
227
Mariner Independent Advisor Network
Kansas
$1.2M +$233K +3,091 +27%
CWM
228
Connecticut Wealth Management
Connecticut
$1.2M -$296K -3,925 -21%
BOTW
229
Bank of the West
California
$1.17M +$1.07M +14,125 New
WEC
230
Winslow Evans & Crocker
Massachusetts
$1.16M +$775K +10,264 +137%
HCM
231
Hengehold Capital Management
Ohio
$1.15M
SAM
232
SignalPoint Asset Management
Missouri
$1.14M -$52.2K -692 -5%
SWIG
233
Strategic Wealth Investment Group
Kentucky
$1.12M +$43.5K +577 +4%
TFA
234
Tranquilli Financial Advisor
New Jersey
$1.12M +$1.02M +13,510 New
GSEP
235
Golden State Equity Partners
California
$1.1M +$1.01M +13,324 New
CCM
236
Covington Capital Management
California
$1.1M +$155K +2,050 +18%
SW
237
SteelPeak Wealth
California
$1.07M +$13.1K +174 +1%
IB
238
Intrust Bank
Kansas
$1.07M
MSAM
239
Moloney Securities Asset Management
Missouri
$1.07M +$82.5K +1,093 +9%
DIA
240
Dana Investment Advisors
Wisconsin
$1.04M -$69.1K -915 -7%
SPC
241
Sigma Planning Corp
Michigan
$1.03M -$113K -1,497 -11%
VFA
242
Values First Advisors
Tennessee
$1.02M -$53.8K -713 -5%
TPWA
243
TRUE Private Wealth Advisors
Oregon
$1.02M +$854K +11,309 +1,064%
SCG
244
Sonata Capital Group
Washington
$1.02M +$22.6K +300 +2%
BOS
245
Bank of Stockton
California
$1.02M +$130K +1,725 +16%
RWP
246
RWA Wealth Partners
Massachusetts
$1.01M +$921K +12,207 New
MP
247
McDonald Partners
Ohio
$1.01M +$919K +12,172 New
RW
248
RVW Wealth
California
$1M +$2.19K +29 +0.3%
CA
249
Calton & Associates
Florida
$991K +$9.13K +121 +1%
MC
250
Moors & Cabot
Massachusetts
$982K -$121K -1,600 -12%