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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
SWM
426
Selective Wealth Management
Virginia
$66K
VFA
427
Valeo Financial Advisors
Indiana
$65K +$27.1K +359 +84%
SCM
428
SevenOneSeven Capital Management
Pennsylvania
$63K +$57K +755 New
LAS
429
Lloyd Advisory Services
Georgia
$58K +$52.5K +695 +13,900%
CWC
430
Carolinas Wealth Consulting
North Carolina
$58K +$52.8K +700 New
AWA
431
Arkadios Wealth Advisors
Georgia
$57K +$52.8K +700 New
FRA
432
Front Row Advisors
California
$56K
COCM
433
Charter Oak Capital Management
New Hampshire
$54K +$49.4K +654 New
SMA
434
Sage Mountain Advisors
Georgia
$47K +$42.9K +569 New
WWMSC
435
Wagner Wealth Management (South Carolina)
South Carolina
$47K +$43K +570 New
SAM
436
S.A. Mason
Michigan
$44K
SWA
437
SOA Wealth Advisors
New York
$44K +$36.8K +487 New
FFG
438
Fortem Financial Group
California
$43K +$38.9K +515 New
TIAM2
439
Tru Independence Asset Management 2
Oregon
$43K +$39.5K +524 New
BCWM
440
Bartlett & Co Wealth Management
Ohio
$41.4K +$37.7K +500 New
LJHT
441
Laurie J. Hall Trustee
$41K
BC
442
Bartlett & Co
Ohio
$41K +$37.7K +500 New
CWA
443
Clearview Wealth Advisors
Oregon
$40K +$36.8K +488 New
DOA
444
D'Orazio & Associates
Virginia
$39K +$453 +6 +1%
GFPC
445
Global Financial Private Client
Florida
$38.2K +$3.55K +47 +11%
HPC
446
HM Payson & Co
Maine
$34K -$30.2K -400 -50%
TFA
447
Transamerica Financial Advisors
Florida
$33K -$8.38K -111 -22%
BWM
448
Baystate Wealth Management
Massachusetts
$33K
MPCG
449
Matrix Private Capital Group
New York
$32K -$59K -782 -67%
HIA
450
Harbor Investment Advisory
Maryland
$28K -$56.6K -750 -69%