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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
BFEC
376
Benjamin F. Edwards & Company
Missouri
$173K -$65.1K -969 -28%
RWPA
377
Richard W. Paul & Associates
Michigan
$170K -$25.1K -373 -13%
BBHC
378
Brown Brothers Harriman & Co
New York
$168K
UCB
379
United Community Bank
South Carolina
$168K -$3.09K -46 -2%
KM
380
Kalos Management
Georgia
$151K -$10.6K -158 -7%
CFB
381
Cullen/Frost Bankers
Texas
$131K -$538 -8 -0.4%
CIAS
382
Capital Investment Advisory Services
North Carolina
$126K
SSB
383
Sandy Spring Bank
Maryland
$126K
CPG
384
Cornerstone Planning Group
New Jersey
$111K +$107K +1,586 New
HCP
385
Hexagon Capital Partners
Arkansas
$109K -$4.44K -66 -4%
CT
386
Cambridge Trust
Massachusetts
$105K
MRCM
387
M&R Capital Management
New Jersey
$105K
OHWP
388
Oak Harbor Wealth Partners
North Carolina
$105K
AF
389
Advisornet Financial
Minnesota
$92.4K -$10.4K -154 -10%
TF
390
Tompkins Financial
New York
$91.5K
MA
391
MCF Advisors
Kentucky
$90.9K
First Manhattan
392
First Manhattan
New York
$89.3K +$85.8K +1,276 New
HBW
393
Hazlett, Burt & Watson
West Virginia
$87K +$202 +3 +0.2%
WT
394
Washington Trust
Rhode Island
$84.7K
VF
395
VitalStone Financial
Texas
$81K -$879K -13,081 -92%
ANBT
396
American National Bank & Trust
Texas
$80.4K
USB
397
Union Savings Bank
Connecticut
$80.1K +$74.9K +1,114 New
FA
398
Fiduciary Alliance
South Carolina
$77.6K +$74.6K +1,109 New
Simplex Trading
399
Simplex Trading
Illinois
$72K +$65.7K +977 +1,551%
PA
400
Parallel Advisors
California
$70.3K -$35.1K -522 -34%