We are live on ! Find out more
CWB icon

State Street SPDR Bloomberg Convertible Securities ETF

474 hedge funds and large institutions have $3.01B invested in State Street SPDR Bloomberg Convertible Securities ETF in 2023 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 129 increasing their positions, 178 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

106,900% more call options, than puts

Call options by funds: $2.14M | Put options by funds: $2K

105% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 37

48% more capital invested

Capital invested by funds: $2.04B → $3.01B (+$971M)

44% more funds holding in top 10

Funds holding in top 10: 1623 (+7)

12.16% more ownership

Funds ownership: 56.35%68.51% (+12%)

8% more funds holding

Funds holding: 438474 (+36)

28% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 178

Holders
474
Holders Change
+36
Holders Change %
+8.22%
% of All Funds
7.44%
Holding in Top 10
23
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+43.75%
% of All Funds
0.36%
New
76
Increased
129
Reduced
178
Closed
37
Calls
$2.14M
Puts
$2K
Net Calls
+$2.14M
Net Calls Change
-$144K
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
251
Connecticut Wealth Management
Connecticut
$546K -$61.2K -910 -10%
LFAS
252
Level Four Advisory Services
Texas
$540K -$99.8K -1,484 -16%
MCM
253
MV Capital Management
Maryland
$537K
WWG
254
West Wealth Group
California
$531K +$296K +4,401 +138%
HWM
255
HB Wealth Management
Georgia
$525K
WAM
256
Worth Asset Management
Texas
$521K +$497K +7,399 +15,743%
AWA
257
Acorn Wealth Advisors
Michigan
$517K -$1.14K -17 -0.2%
FA
258
Faithward Advisors
Pennsylvania
$511K -$74.6K -1,109 -13%
FW
259
FirstPurpose Wealth
Utah
$505K +$485K +7,213 New
IFG
260
Independent Financial Group
California
$502K -$92K -1,369 -16%
BIA
261
Bigelow Investment Advisors
Maine
$496K +$477K +7,090 New
AI
262
AXS Investments
New York
$490K +$471K +7,000 New
CAI
263
Capital Advisors Inc
Oklahoma
$485K -$20.2K -300 -4%
DI
264
DFPG Investments
Utah
$482K +$452K +6,727 New
AAS
265
Avantax Advisory Services
Texas
$481K -$14.5K -216 -3%
FHA
266
Flagship Harbor Advisors
Massachusetts
$474K +$37.7K +561 +9%
SEI Investments
267
SEI Investments
Pennsylvania
$468K +$130K +1,927 +40%
GEA
268
Glen Eagle Advisors
New Jersey
$455K +$8.61K +128 +2%
SWP
269
Stratos Wealth Partners
Ohio
$447K -$121K -1,793 -22%
Susquehanna International Group
270
Susquehanna International Group
Pennsylvania
$443K -$4.03M -59,965 -90%
SCA
271
Snowden Capital Advisors
New York
$441K -$25.1K -374 -6%
KWA
272
Kingswood Wealth Advisors
California
$440K +$423K +6,295 New
KA
273
Kovack Advisors
Florida
$436K +$30.5K +453 +8%
HCM
274
Highview Capital Management
Illinois
$433K -$222K -3,305 -35%
FWM
275
Focused Wealth Management
New York
$432K -$29.1K -433 -7%