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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
CT
426
Caldwell Trust
Florida
$28K
AA
427
Ancora Advisors
Ohio
$27.8K
RI
428
Ridgewood Investments
New Jersey
$27.8K
CSPIA
429
Cary Street Partners Investment Advisory
Virginia
$26.6K
WT
430
Whittier Trust
California
$25.4K -$13.4K -200 -36%
SN
431
Sittner & Nelson
Oregon
$25.2K
RLIM
432
Red Lighthouse Investment Management
New York
$24.6K
LOIP
433
Live Oak Investment Partners
Texas
$24.3K
Qube Research & Technologies (QRT)
434
Qube Research & Technologies (QRT)
United Kingdom
$23K -$542K -8,058 -94%
ACA
435
Aptus Capital Advisors
Alabama
$22.2K
BCMLT
436
Beacon Capital Management LLC (Tennessee)
Tennessee
$18.7K
CWAF
437
Core Wealth Advisors (Florida)
Florida
$17.5K
PCA
438
Providence Capital Advisors
North Carolina
$17.5K
MIH
439
Meitav Investment House
Israel
$17.4K +$16.7K +249 New
TSWM
440
Tyler-Stone Wealth Management
Ohio
$17K +$16.8K +250 New
SC
441
Solstein Capital
California
$16.8K
FHA
442
First Horizon Advisors
Tennessee
$15.3K +$67 +1 +0.5%
AIP
443
Ameritas Investment Partners
Nebraska
$14.9K +$67 +1 +0.5%
GFPC
444
Global Financial Private Client
Florida
$14.8K
FDCDDQ
445
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.7K
PK
446
Pflug Koory
Nebraska
$14.1K
HIA
447
Harbor Investment Advisory
Maryland
$14K -$9.41K -140 -41%
CCA
448
Column Capital Advisors
Indiana
$14K
GCM
449
Gables Capital Management
Florida
$14K
CG
450
Cutler Group
California
$13K +$13.4K +200 New