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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
JMF
451
Johnson Midwest Financial
Iowa
$12.1K
BC
452
Barrett & Company
Rhode Island
$11.7K
KIG
453
Kessler Investment Group
Indiana
$11.5K
BSB
454
Bangor Savings Bank
Maine
$10.7K -$1.08K -16 -9%
CSC
455
Caldwell Sutter Capital
California
$10.5K +$10.1K +150 New
OSAM
456
O'Shaughnessy Asset Management
Connecticut
$10.3K -$3.83K -57 -28%
IPW
457
Impact Partnership Wealth
Georgia
$8.95K +$8.61K +128 New
JWA
458
JFS Wealth Advisors
Pennsylvania
$8.81K
GIA
459
GHP Investment Advisors
Colorado
$8.8K +$8.47K +126 New
EWA
460
EverSource Wealth Advisors
Alabama
$8.74K +$6.45K +96 +331%
BAAM
461
Baker Avenue Asset Management
California
$7.34K -$81K -1,205 -92%
CTC
462
Central Trust Company
Missouri
$6.65K
FFA
463
Founders Financial Alliance
North Carolina
$6.64K
TFGT
464
TS Financial Group (TSFG)
Illinois
$5K
MCM
465
McMillion Capital Management
North Carolina
$4.9K +$4.71K +70 New
GI
466
Gradient Investments
Minnesota
$4.34K
HI
467
Horizon Investments
North Carolina
$4.33K +$4.17K +62 New
TCM
468
Tradewinds Capital Management
Washington
$3.99K -$92.4K -1,374 -96%
HT
469
Headlands Technologies
Illinois
$3.71K -$29.7K -442 -89%
IFAM
470
Institutional & Family Asset Management
Colorado
$3.36K +$3.23K +48 New
NFSG
471
Newbridge Financial Services Group
Florida
$2.56K +$1.41K +21 +131%
NC
472
NewSquare Capital
Pennsylvania
$2.24K +$134 +2 +7%
FFA
473
Farther Finance Advisors
California
$2.24K +$2.15K +32 New
TFA
474
Toth Financial Advisory
Virginia
$1.54K
WP
475
WealthShield Partners
North Carolina
$1.12K