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State Street SPDR Bloomberg Convertible Securities ETF

346 hedge funds and large institutions have $2.79B invested in State Street SPDR Bloomberg Convertible Securities ETF in 2018 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 140 increasing their positions, 124 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more funds holding in top 10

Funds holding in top 10: 3034 (+4)

13% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 124

12% more capital invested

Capital invested by funds: $2.5B → $2.79B (+$291M)

6% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 36

0.61% more ownership

Funds ownership: 56.69%57.31% (+0.61%)

0% less funds holding

Funds holding: 347346 (-1)

8% less call options, than puts

Call options by funds: $588K | Put options by funds: $642K

Holders
346
Holders Change
-1
Holders Change %
-0.29%
% of All Funds
7.91%
Holding in Top 10
34
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+13.33%
% of All Funds
0.78%
New
38
Increased
140
Reduced
124
Closed
36
Calls
$588K
Puts
$642K
Net Calls
-$54K
Net Calls Change
+$844K
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
301
Global Retirement Partners
California
$122K +$16.9K +316 +16%
MCM
302
Mainstay Capital Management
Michigan
$108K
PA
303
Parallel Advisors
California
$108K +$43.3K +807 +67%
PFBT
304
Parkside Financial Bank & Trust
Missouri
$107K
PAMG
305
Patton Albertson Miller Group
Tennessee
$104K +$113K +2,100 New
GP
306
Girard Partners
Pennsylvania
$99K +$99.2K +1,850 New
MRCM
307
M&R Capital Management
New Jersey
$97K
TC
308
Truvestments Capital
Florida
$86K +$85.6K +1,597 New
CWSR
309
Chessman Wealth Strategies RIA
Texas
$79K +$78.4K +1,463 New
SWMG
310
Signature Wealth Management Group
Georgia
$73K
IAS
311
IMA Advisory Services
Colorado
$71K +$2.09K +39 +3%
MA
312
MCF Advisors
Kentucky
$70K
FHA
313
Flagship Harbor Advisors
Massachusetts
$67K +$3.48K +65 +5%
OSNBOA
314
Old Second National Bank of Aurora
Illinois
$54K
CFD
315
Creative Financial Designs
Indiana
$54K +$161 +3 +0.3%
BNP Paribas Financial Markets
316
BNP Paribas Financial Markets
France
$52.6K -$60K -1,120 -53%
APP
317
Avantax Planning Partners
Iowa
$51K +$50.2K +937 New
Simplex Trading
318
Simplex Trading
Illinois
$44K +$33.3K +622 +317%
GSC
319
G&S Capital
Colorado
$42K -$2.63K -49 -6%
PFGIA
320
Patriot Financial Group Insurance Agency
Massachusetts
$40K +$15.9K +297 +66%
CAC
321
Certified Advisory Corp
Florida
$32K +$28.2K +526 +751%
CFGS
322
Concourse Financial Group Securities
Alabama
$32K +$32.2K +600 New
LJHT
323
Laurie J. Hall Trustee
$27K
BA
324
Ballew Advisors
Mississippi
$25K
DOA
325
D'Orazio & Associates
Virginia
$23K +$19.9K +371 +742%