We are live on ! Find out more
CWB icon

State Street SPDR Bloomberg Convertible Securities ETF

521 hedge funds and large institutions have $4.03B invested in State Street SPDR Bloomberg Convertible Securities ETF in 2021 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 169 increasing their positions, 175 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 60

7% more funds holding

Funds holding: 489521 (+32)

2.13% more ownership

Funds ownership: 60.22%62.35% (+2.1%)

3% less repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 175

5% less capital invested

Capital invested by funds: $4.23B → $4.03B (-$202M)

15% less funds holding in top 10

Funds holding in top 10: 3328 (-5)

96% less call options, than puts

Call options by funds: $3.47M | Put options by funds: $83.2M

Holders
521
Holders Change
+32
Holders Change %
+6.54%
% of All Funds
8.02%
Holding in Top 10
28
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-15.15%
% of All Funds
0.43%
New
99
Increased
169
Reduced
175
Closed
60
Calls
$3.47M
Puts
$83.2M
Net Calls
-$79.8M
Net Calls Change
-$301M
Name Holding Trade Value Shares
Change
Change in
Stake
MFW
426
Meristem Family Wealth
Minnesota
$207K -$416K -4,860 -66%
IAS
427
IMA Advisory Services
Colorado
$206K -$17.2K -201 -7%
KCFA
428
Key Client Fiduciary Advisors
New Jersey
$206K +$212K +2,480 New
UCB
429
United Community Bank
South Carolina
$204K +$211K +2,464 New
BCV
430
Banque Cantonale Vaudoise
Switzerland
$196K -$4.2K -49 -2%
HI
431
Harbour Investments
Wisconsin
$178K -$1.31M -15,343 -88%
EW
432
Element Wealth
Mississippi
$169K
SWM
433
Selective Wealth Management
Virginia
$165K
MP
434
McDonald Partners
Ohio
$157K -$933K -10,892 -85%
ACM
435
Absolute Capital Management
Pennsylvania
$157K +$163K +1,898 New
FAM
436
Frontier Asset Management
Wyoming
$156K +$161K +1,884 New
SC
437
SouthState Corp
Florida
$154K +$159K +1,853 New
BAM
438
Baldrige Asset Management
Pennsylvania
$154K +$159K +1,854 New
ED
439
Exane Derivatives
France
$151K -$8.99K -105 -5%
SSB
440
Sandy Spring Bank
Maryland
$149K
HCP
441
Hexagon Capital Partners
Arkansas
$147K
ACA
442
Aptus Capital Advisors
Alabama
$142K
DWP
443
Destiny Wealth Partners
Florida
$129K +$128K +1,499 +2,883%
MRCM
444
M&R Capital Management
New Jersey
$124K
OHWP
445
Oak Harbor Wealth Partners
North Carolina
$124K +$128K +1,500 New
SBL
446
Sargent Bickham Lagudis
Colorado
$119K +$1.37K +16 +1%
GWANC
447
Guardian Wealth Advisors (North Carolina)
North Carolina
$119K +$123K +1,439 New
GRP
448
Global Retirement Partners
California
$117K +$514 +6 +0.4%
TF
449
Tompkins Financial
New York
$117K +$120K +1,405 New
SSC
450
Syverson Strege & Co
Iowa
$115K