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State Street SPDR Bloomberg Convertible Securities ETF

478 hedge funds and large institutions have $4.01B invested in State Street SPDR Bloomberg Convertible Securities ETF in 2020 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 154 increasing their positions, 152 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

336% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 25

41% more funds holding in top 10

Funds holding in top 10: 2738 (+11)

37% more capital invested

Capital invested by funds: $2.94B → $4.01B (+$1.08B)

20% more funds holding

Funds holding: 399478 (+79)

2.34% more ownership

Funds ownership: 57.38%59.73% (+2.3%)

1% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 152

73% less call options, than puts

Call options by funds: $6.2M | Put options by funds: $23.3M

Holders
478
Holders Change
+79
Holders Change %
+19.8%
% of All Funds
8.46%
Holding in Top 10
38
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+40.74%
% of All Funds
0.67%
New
109
Increased
154
Reduced
152
Closed
25
Calls
$6.2M
Puts
$23.3M
Net Calls
-$17.1M
Net Calls Change
-$18.7M
Name Holding Trade Value Shares
Change
Change in
Stake
HIMC
351
Heritage Investors Management Corp
Maryland
$325K
BWL
352
Bogart Wealth LLC
Virginia
$325K +$75 +1 +0%
HAS
353
HBW Advisory Services
California
$320K +$2.72K +36 +0.9%
CS
354
Capital Square
Tennessee
$319K -$285K -3,775 -49%
IWM
355
IHT Wealth Management
Illinois
$316K -$8.3K -110 -3%
LPT
356
Legacy Private Trust
Wisconsin
$315K
MAM
357
McCarthy Asset Management
California
$312K +$285K +3,775 New
NPP
358
New Potomac Partners
Maryland
$310K
BIA
359
Bigelow Investment Advisors
Maine
$305K -$4.3K -57 -2%
IAS
360
IMA Advisory Services
Colorado
$304K -$52K -689 -16%
MIM
361
Moseley Investment Management
Florida
$295K -$36.2K -480 -12%
FEM
362
Fulcrum Equity Management
Texas
$292K -$132K -1,744 -33%
AAM
363
Advisors Asset Management
Colorado
$291K -$7.77K -103 -3%
BFO
364
Boston Family Office
Massachusetts
$291K +$265K +3,510 New
KeyBank National Association
365
KeyBank National Association
Ohio
$290K -$90.4K -1,198 -26%
BHB
366
Bank Hapoalim BM
Israel
$288K
KWMG
367
King Wealth Management Group
Florida
$287K
1IA
368
1834 Investment Advisors
Wisconsin
$276K
HB
369
Homrich & Berg
Georgia
$274K
CCM
370
Crabel Capital Management
California
$273K +$249K +3,296 New
CIAS
371
Capital Investment Advisory Services
North Carolina
$272K +$118K +1,565 +91%
LTI
372
Laffer Tengler Investments
Tennessee
$272K +$248K +3,283 New
AL
373
Aspiriant LLC
California
$269K
ST
374
Sabal Trust
Florida
$267K
SDWMA
375
Schneider Downs Wealth Management Advisors
Pennsylvania
$266K