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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
JIR
326
James Investment Research
Ohio
$268K -$1.68K -25 -0.6%
SFG
327
Summit Financial Group
West Virginia
$266K -$5.04K -75 -2%
SAM
328
Strategy Asset Managers
California
$259K +$249K +3,705 New
FHC
329
First Heartland Consultants
Missouri
$254K
SB
330
Strategic Blueprint
Georgia
$254K +$244K +3,634 New
PFGIA
331
Patriot Financial Group Insurance Agency
Massachusetts
$248K -$5.51K -82 -2%
TI
332
Trexquant Investment
Connecticut
$247K +$238K +3,538 New
QCIG
333
Quad-Cities Investment Group
Iowa
$247K +$269 +4 +0.1%
BFO
334
Boston Family Office
Massachusetts
$246K
APW
335
Austin Private Wealth
Texas
$246K
SSWM
336
Strait & Sound Wealth Management
California
$245K
NRI
337
NFP Retirement Inc
California
$242K +$4.97K +74 +2%
PFP
338
Paragon Financial Partners
California
$240K +$403 +6 +0.2%
EWM
339
Evercore Wealth Management
New York
$239K
MIM
340
Moseley Investment Management
Florida
$238K -$11.4K -170 -5%
EA
341
Eudaimonia Advisors
Tennessee
$238K -$5.24K -78 -2%
PCWA
342
Pacific Capital Wealth Advisors
California
$238K +$336 +5 +0.1%
CWM
343
CCG Wealth Management
California
$237K
SS
344
Sunbelt Securities
Texas
$234K +$225K +3,340 New
SWM
345
SeaCrest Wealth Management
New York
$234K +$134 +2 +0.1%
IW
346
Instrumental Wealth
Florida
$232K +$874 +13 +0.4%
EFS
347
Essex Financial Services
Connecticut
$230K -$20K -298 -8%
EP
348
Edgestream Partners
New Jersey
$229K +$220K +3,267 New
FAG
349
Fortitude Advisory Group
Washington
$228K -$14.5K -216 -6%
NFG
350
Nations Financial Group
Iowa
$227K -$13.4K -200 -6%