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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
FRA
301
Front Row Advisors
California
$46K
OSNBOA
302
Old Second National Bank of Aurora
Illinois
$46K
FCA
303
FinTrust Capital Advisors
South Carolina
$36K +$38.8K +772 New
PFGIA
304
Patriot Financial Group Insurance Agency
Massachusetts
$35K
GRP
305
Global Retirement Partners
California
$34K -$77.3K -1,537 -68%
FHA
306
Flagship Harbor Advisors
Massachusetts
$32K -$27.3K -543 -44%
EWM
307
Executive Wealth Management
Michigan
$29K +$30.9K +615 New
LJHT
308
Laurie J. Hall Trustee
$26K
BNP Paribas Financial Markets
309
BNP Paribas Financial Markets
France
$23.2K -$24.1K -480 -49%
CFD
310
Creative Financial Designs
Indiana
$21K -$28.1K -558 -56%
BWM
311
Baystate Wealth Management
Massachusetts
$21K +$704 +14 +3%
DOA
312
D'Orazio & Associates
Virginia
$21K +$955 +19 +5%
SFA
313
Semmax Financial Advisors
North Carolina
$21K +$22.5K +448 New
TFA
314
Transamerica Financial Advisors
Florida
$17K -$1.37M -27,229 -99%
CAC
315
Certified Advisory Corp
Florida
$17K -$12.1K -241 -40%
Schroder Investment Management Group
316
Schroder Investment Management Group
United Kingdom
$15.1K -$47.8M -950,538 -75%
ESB
317
Essex Savings Bank
Connecticut
$14K +$15.1K +300 New
LFG
318
LifePlan Financial Group
Ohio
$13K +$9.45K +188 +209%
FDCDDQ
319
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.83K
RWA
320
Ropes Wealth Advisors
Massachusetts
$9K +$10.1K +200 New
KIG
321
Kessler Investment Group
Indiana
$8K -$8.5K -169 -51%
BFC
322
Bedel Financial Consulting
Indiana
$7K +$5.03K +100 +222%
DWM
323
Doyle Wealth Management
Florida
$7K +$7.54K +150 New
AIM
324
Advantage Investment Management
Iowa
$6K -$9.81K -195 -62%
GWMIA
325
Global Wealth Management Investment Advisory
Florida
$4K +$4.78K +95 New