We are live on ! Find out more
CWB icon

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
451
Perigon Wealth Management
California
$27K +$24.5K +325 New
RA
452
Reby Advisors
Connecticut
$27K +$24.5K +325 New
SFPG
453
Stonebridge Financial Planning Group
Florida
$25K
FPCG
454
Fort Pitt Capital Group
Pennsylvania
$24K +$21.7K +287 New
ACA
455
Aptus Capital Advisors
Alabama
$23K -$202K -2,674 -91%
PWPS
456
Pinnacle Wealth Planning Services
Ohio
$20K +$18.3K +242 New
FDCDDQ
457
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17.4K
CCA
458
Column Capital Advisors
Indiana
$17K
DWP
459
Destiny Wealth Partners
Florida
$17K +$15.3K +203 New
AIP
460
Ameritas Investment Partners
Nebraska
$16K +$226 +3 +2%
MPWT
461
MassMutual Private Wealth & Trust
Connecticut
$16K +$14.9K +198 New
FF
462
FourThought Financial
Florida
$16K +$15.1K +200 New
TC
463
Truvestments Capital
Florida
$16K +$15.2K +202 New
GI
464
Gradient Investments
Minnesota
$15K
MCM
465
McMillion Capital Management
North Carolina
$15K +$13.6K +180 New
KIG
466
Kessler Investment Group
Indiana
$14K
KFAA
467
Klaas Financial Asset Advisors
Illinois
$13K +$11.5K +152 New
CAAS
468
Capital Asset Advisory Services
Michigan
$13K +$11.9K +158 New
NFSG
469
Newbridge Financial Services Group
Florida
$11K +$3.32K +44 +48%
AA
470
Ancora Advisors
Ohio
$10K -$2.72K -36 -22%
AIC
471
Archer Investment Corporation
Indiana
$8.28K
FFA
472
Founders Financial Alliance
North Carolina
$8K
PCG
473
Private Capital Group
Connecticut
$8K +$7.17K +95 New
CWP
474
Concord Wealth Partners
Virginia
$8K +$7.55K +100 New
TRCT
475
Tower Research Capital (TRC)
New York
$8K +$7.55K +100 New