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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
ST
351
Sabal Trust
Florida
$226K
SDWMA
352
Schneider Downs Wealth Management Advisors
Pennsylvania
$224K
VIM
353
Vista Investment Management
Pennsylvania
$224K -$3.77K -56 -2%
CG
354
Colony Group
Massachusetts
$221K -$29.3K -436 -12%
Koshinski Asset Management
355
Koshinski Asset Management
Illinois
$221K -$110K -1,633 -34%
CAL
356
Capital Analysts LLC
Pennsylvania
$220K +$941 +14 +0.4%
ASN
357
Advisory Services Network
Georgia
$217K +$80.9K +1,203 +63%
GVAG
358
Great Valley Advisor Group
Delaware
$217K +$6.32K +94 +3%
CCA
359
Childress Capital Advisors
Texas
$217K
OBWG
360
Onyx Bridge Wealth Group
New York
$214K +$206K +3,058 New
National Bank of Canada
361
National Bank of Canada
Quebec, Canada
$214K -$274K -4,070 -57%
LWP
362
Laurel Wealth Planning
Minnesota
$210K
WAG
363
Winthrop Advisory Group
Massachusetts
$209K
VCM
364
Virtue Capital Management
Tennessee
$208K +$199K +2,960 New
APW
365
Aurora Private Wealth
New Jersey
$208K -$79.7K -1,186 -29%
FPAS
366
Focus Partners Advisor Solutions
Missouri
$204K +$196K +2,919 New
MAS
367
Madden Advisory Services
Florida
$204K +$196K +2,918 New
ATPW
368
Ashton Thomas Private Wealth
Arizona
$203K +$196K +2,909 New
Fifth Third Bancorp
369
Fifth Third Bancorp
Ohio
$202K -$28.6K -426 -13%
HH
370
Hilltop Holdings
Texas
$202K +$194K +2,886 New
WP
371
Westmount Partners
California
$200K +$192K +2,860 New
WFA
372
Wells Financial Advisors
Massachusetts
$180K
AF
373
Allworth Financial
California
$179K +$202 +3 +0.1%
RG
374
Retirement Group
California
$175K -$2.76K -41 -2%
BWL
375
Bogart Wealth LLC
Virginia
$174K