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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
CCM
451
Cutler Capital Management
Massachusetts
$114K -$171 -2 -0.1%
OFG
452
Oxford Financial Group
Indiana
$104K +$108K +1,257 New
JWA
453
JFS Wealth Advisors
Pennsylvania
$103K +$106K +1,238 New
WT
454
Washington Trust
Rhode Island
$100K
ANBT
455
American National Bank & Trust
Texas
$95K -$6K -70 -6%
FFWM
456
Future Financial Wealth Management
Ohio
$83K +$85.7K +1,000 New
SCA
457
Sandy Cove Advisors
Massachusetts
$83K +$85.7K +1,000 New
SAM
458
S.A. Mason
Michigan
$82K +$12K +140 +17%
HR
459
Howe & Rusling
New York
$80K
CWC
460
Carolinas Wealth Consulting
North Carolina
$78K +$20.9K +244 +35%
VRM
461
Vectors Research Management
New York
$74K +$76.1K +889 New
MAM
462
Meeder Asset Management
Ohio
$73K
EWA
463
EverSource Wealth Advisors
Alabama
$67K +$69.2K +808 New
WT
464
Whittier Trust
California
$58K
LAS
465
Lloyd Advisory Services
Georgia
$56K -$398K -4,644 -87%
FRA
466
Front Row Advisors
California
$55K
CWP
467
Concord Wealth Partners
Virginia
$50K +$42.8K +500 +500%
OA
468
Operose Advisors
Wisconsin
$50K +$51.8K +605 New
RPCONE
469
Retirement Planning Company of New England
Rhode Island
$50K +$52.3K +611 New
Franklin Resources
470
Franklin Resources
California
$47K -$48.3M -564,380 -100%
SAM
471
Strategic Asset Management
Minnesota
$47K -$47.3K -552 -49%
SMA
472
Sage Mountain Advisors
Georgia
$47K
LJHT
473
Laurie J. Hall Trustee
$41K
SWA
474
SOA Wealth Advisors
New York
$41K +$514 +6 +1%
PA
475
Parallel Advisors
California
$39K +$428 +5 +1%