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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
SFP
376
Strategic Financial Partners
Oregon
$265K +$242K +3,201 New
IHL
377
Investment House LLC
California
$264K
AWM
378
Affinity Wealth Management
Delaware
$261K
CIBC Private Wealth Group
379
CIBC Private Wealth Group
Georgia
$258K -$18.4K -244 -7%
IFG
380
Independent Financial Group
California
$255K +$232K +3,080 New
PAMG
381
Patton Albertson Miller Group
Tennessee
$253K +$208K +2,756 New
MNBTD
382
Moody National Bank Trust Division
Texas
$251K -$21.5K -285 -9%
NNP
383
Nachman Norwood & Parrott
South Carolina
$251K +$2.87K +38 +1%
ANBT
384
American National Bank & Trust
Texas
$250K -$33.3K -441 -13%
RHP
385
Royal Harbor Partners
Texas
$249K
WAG
386
Winthrop Advisory Group
Massachusetts
$247K
MA
387
MUFG Americas
New York
$244K
PSUF
388
People's United Financial
Connecticut
$234K +$213K +2,824 New
CIBC World Market
389
CIBC World Market
Ontario, Canada
$234K +$214K +2,829 New
FIA
390
Foundations Investment Advisors
Arizona
$230K +$201K +2,662 New
W
391
WealthOne
New York
$229K +$208K +2,760 New
FAIM
392
Financial Advocates Investment Management
Washington
$229K +$209K +2,771 New
QCM
393
Quest Capital Management
Texas
$219K +$200K +2,645 New
CAS
394
Coppell Advisory Solutions
Texas
$218K +$199K +2,632 New
UCFA
395
United Capital Financial Advisors
Texas
$217K -$2M -26,498 -91%
WFA
396
Wells Financial Advisors
Massachusetts
$213K +$194K +2,570 New
MGIA
397
Moneta Group Investment Advisors
Missouri
$213K +$194K +2,573 New
PA
398
PFG Advisors
Arizona
$211K -$92.6K -1,227 -32%
MWM
399
Meridian Wealth Management
Kentucky
$211K +$193K +2,555 New
LWAC
400
Laurel Wealth Advisors (California)
California
$210K +$191K +2,537 New