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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
CA
301
Continuum Advisory
Idaho
$311K +$298K +4,439 New
AWE
302
Avidian Wealth Enterprises
Texas
$304K +$23.9K +355 +9%
TCA
303
Trifecta Capital Advisors
Illinois
$303K -$20.2K -300 -6%
BFG
304
Bleakley Financial Group
New Jersey
$299K +$3.02K +45 +1%
SS
305
Simplicity Solutions
Minnesota
$299K +$3.02K +45 +1%
FAM
306
Frontier Asset Management
Wyoming
$296K +$285K +4,238 New
WA
307
Win Advisors
Florida
$293K +$344K +5,124 New
MSAM
308
Moloney Securities Asset Management
Missouri
$293K -$182K -2,700 -39%
PWP
309
Principle Wealth Partners
Connecticut
$289K
SC
310
Seldon Capital
California
$285K -$273K -4,068 -50%
TWC
311
TD Waterhouse Canada
Ontario, Canada
$284K +$5.85K +87 +2%
BFG
312
Berger Financial Group
Minnesota
$283K -$6.45K -96 -2%
LGA
313
Lebenthal Global Advisors
New York
$283K +$336 +5 +0.1%
DWMG
314
DB Wealth Management Group
California
$282K +$5.18K +77 +2%
USCWA
315
U.S. Capital Wealth Advisors
Texas
$281K -$2.15K -32 -0.8%
JFG
316
Jefferies Financial Group
New York
$280K
CPA
317
Cardiff Park Advisors
California
$280K
FRA
318
Frank Rimerman Advisors
California
$280K
OCM
319
Orion Capital Management
California
$280K
BF
320
BOK Financial
Oklahoma
$279K -$53.7K -799 -17%
PCIA
321
Prime Capital Investment Advisors
Kansas
$275K -$88.4K -1,315 -25%
FIM
322
Fernwood Investment Management
Massachusetts
$272K +$262K +3,891 New
SHFP
323
Second Half Financial Partners
Florida
$270K +$260K +3,864 New
CPSAC
324
Chas P. Smith & Associates (CPS)
Florida
$269K
KPWS
325
Kestra Private Wealth Services
Texas
$268K -$20K -298 -7%