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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
AA
276
AlphaCentric Advisors
Puerto Rico
$421K +$404K +6,014 New
GTAM
277
Global Trust Asset Management
Florida
$414K
CCM
278
Crabel Capital Management
California
$412K -$121K -1,800 -23%
CA
279
CoreCap Advisors
Michigan
$398K +$383K +5,696 New
WAM
280
WFA Asset Management
Wisconsin
$398K +$1.68K +25 +0.4%
WCM
281
Windham Capital Management
Massachusetts
$387K -$593K -8,822 -61%
CST
282
Charles Schwab Trust
Nevada
$381K
EFL
283
ERn Financial LLC
Wisconsin
$379K +$269 +4 +0.1%
CW
284
CreativeOne Wealth
Kansas
$362K +$128K +1,903 +58%
PPP
285
Private Portfolio Partners
New Jersey
$359K -$69.3K -1,031 -17%
PTC
286
Private Trust Company
Ohio
$358K +$72.6K +1,080 +27%
BOS
287
Bank of Stockton
California
$354K -$80.7K -1,200 -19%
MC
288
Moors & Cabot
Massachusetts
$349K -$38.1K -567 -10%
CMS
289
Capital Market Strategies
Florida
$344K +$330K +4,912 New
SFA
290
Sequoia Financial Advisors
Ohio
$341K
CTFG
291
Capstone Triton Financial Group
Oklahoma
$338K -$36.5K -543 -10%
Fidelity Investments
292
Fidelity Investments
Massachusetts
$331K +$42K +624 +15%
EWM
293
EPG Wealth Management
Georgia
$328K -$16K -238 -5%
MCCA
294
Mill Creek Capital Advisors
Pennsylvania
$327K
CPA
295
Court Place Advisors
Maryland
$325K
SW
296
SVB Wealth
Massachusetts
$321K +$308K +4,584 New
Bank of New York Mellon
297
Bank of New York Mellon
New York
$319K -$121K -1,799 -28%
GFL
298
Granite FO LLC
New Hampshire
$319K
CF
299
Centaurus Financial
California
$316K -$148K -2,196 -33%
WS
300
Wedbush Securities
California
$314K +$40K +595 +15%