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State Street SPDR Bloomberg Convertible Securities ETF

332 hedge funds and large institutions have $2.14B invested in State Street SPDR Bloomberg Convertible Securities ETF in 2018 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 100 increasing their positions, 140 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.03% less ownership

Funds ownership: 57.31%55.28% (-2%)

4% less funds holding

Funds holding: 346332 (-14)

15% less first-time investments, than exits

New positions opened: 61 | Existing positions closed: 72

23% less capital invested

Capital invested by funds: $2.79B → $2.14B (-$655M)

29% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 140

32% less funds holding in top 10

Funds holding in top 10: 3423 (-11)

68% less call options, than puts

Call options by funds: $267K | Put options by funds: $846K

Holders
332
Holders Change
-14
Holders Change %
-4.05%
% of All Funds
7.4%
Holding in Top 10
23
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-32.35%
% of All Funds
0.51%
New
61
Increased
100
Reduced
140
Closed
72
Calls
$267K
Puts
$846K
Net Calls
-$579K
Net Calls Change
-$525K
Name Holding Trade Value Shares
Change
Change in
Stake
QCIG
251
Quad-Cities Investment Group
Iowa
$249K +$7.84K +156 +3%
RCA
252
Reitz Capital Advisors
Michigan
$241K +$259K +5,155 New
FA
253
FDx Advisors
Illinois
$237K -$506K -10,053 -66%
FMC
254
First Merchants Corp
Indiana
$237K -$67.4K -1,340 -21%
CPP
255
Crow Point Partners
Massachusetts
$233K
WP
256
WealthShield Partners
North Carolina
$226K -$6.59K -131 -3%
PAS
257
Park Avenue Securities
New York
$226K +$233K +4,625 New
BA
258
Boston Advisors
Massachusetts
$225K -$40.2K -800 -14%
SWM
259
SeaCrest Wealth Management
New York
$223K
GWAG
260
Garrett Wealth Advisory Group
Texas
$223K +$238K +4,734 New
AI
261
Atria Investments
North Carolina
$221K -$735K -14,621 -76%
W
262
WealthOne
New York
$221K +$237K +4,715 New
DADC
263
D.A. Davidson & Co
Montana
$219K
SC
264
Scotia Capital
Ontario, Canada
$215K
CCM
265
Crabel Capital Management
California
$212K -$5.83K -116 -2%
CWM
266
Cornerstone Wealth Management
Missouri
$211K -$13.3M -263,700 -98%
UR
267
USCA RIA
Texas
$211K
MSAM
268
Moloney Securities Asset Management
Missouri
$210K +$8.9K +177 +4%
TCM
269
Telos Capital Management
California
$208K +$12K +239 +6%
PFA
270
Pinnacle Family Advisors
Missouri
$207K -$284K -5,647 -56%
MC
271
Moors & Cabot
Massachusetts
$200K
1IA
272
1834 Investment Advisors
Wisconsin
$183K +$4.33K +86 +2%
WEC
273
Winslow Evans & Crocker
Massachusetts
$180K -$195K -3,868 -50%
SF
274
Synovus Financial
Georgia
$167K
AC
275
Avestar Capital
New York
$161K -$158K -3,141 -47%