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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
PWM
401
PBMares Wealth Management
Virginia
$207K +$189K +2,504 New
VCS
402
Vaughan & Co Securities
New Jersey
$207K +$189K +2,505 New
IIA
403
IPG Investment Advisors
California
$207K +$189K +2,500 New
ED
404
Exane Derivatives
France
$185K -$8.83K -117 -5%
CAPTRUST Financial Advisors
405
CAPTRUST Financial Advisors
North Carolina
$182K
CFGS
406
Concourse Financial Group Securities
Alabama
$163K +$87K +1,153 +142%
APC
407
Aspire Private Capital
North Carolina
$158K +$46.2K +612 +47%
HFA
408
Hoover Financial Advisors
Pennsylvania
$150K +$130K +1,716 New
SSB
409
Sandy Spring Bank
Maryland
$149K
HCP
410
Hexagon Capital Partners
Arkansas
$146K
DA
411
DCM Advisors
New York
$136K +$124K +1,645 New
RWB
412
RMR Wealth Builders
New Jersey
$130K -$105K -1,391 -47%
MRCM
413
M&R Capital Management
New Jersey
$124K
SBL
414
Sargent Bickham Lagudis
Colorado
$117K +$1.58K +21 +2%
GRP
415
Global Retirement Partners
California
$116K -$43.2K -572 -29%
SSC
416
Syverson Strege & Co
Iowa
$114K +$104K +1,382 New
SIAG
417
Safeguard Investment Advisory Group
California
$113K +$103K +1,370 New
MA
418
MCF Advisors
Kentucky
$108K
RCA
419
Ranch Capital Advisors
Florida
$107K +$679 +9 +0.7%
WT
420
Whittier Trust
California
$102K
SFSIG
421
San Francisco Sentry Investment Group
California
$92K +$84.1K +1,114 New
PA
422
Parallel Advisors
California
$85K -$59.2K -784 -43%
CWAF
423
Core Wealth Advisors (Florida)
Florida
$83K
HR
424
Howe & Rusling
New York
$80K
EW
425
Element Wealth
Mississippi
$80K +$72.9K +966 New