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State Street SPDR Bloomberg Convertible Securities ETF

517 hedge funds and large institutions have $2.98B invested in State Street SPDR Bloomberg Convertible Securities ETF in 2024 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 154 increasing their positions, 147 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

230% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 30

47% more funds holding in top 10

Funds holding in top 10: 1522 (+7)

36% more capital invested

Capital invested by funds: $2.19B → $2.98B (+$790M)

13% more funds holding

Funds holding: 456517 (+61)

7.21% more ownership

Funds ownership: 61.49%68.7% (+7.2%)

5% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 147

33% less call options, than puts

Call options by funds: $47K | Put options by funds: $70K

Holders
517
Holders Change
+61
Holders Change %
+13.38%
% of All Funds
6.81%
Holding in Top 10
22
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+46.67%
% of All Funds
0.29%
New
99
Increased
154
Reduced
147
Closed
30
Calls
$47K
Puts
$70K
Net Calls
-$23K
Net Calls Change
-$100K
Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
26
Raymond James Financial
Florida
$20.9M +$21.2M +268,919 New
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$20.1M -$2.16M -27,443 -10%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$18.8M +$1.26M +15,943 +7%
GM
29
GeoWealth Management
Illinois
$18.1M +$17.6M +222,683 +2,435%
WWA
30
Wealth Watch Advisors
Colorado
$18M +$18.3M +231,611 New
RWA
31
River Wealth Advisors
Pennsylvania
$17.3M +$472K +5,980 +3%
Wealth Enhancement Advisory Services
32
Wealth Enhancement Advisory Services
Minnesota
$17.2M -$72.5K -920 -0.4%
Nomura Asset Management
33
Nomura Asset Management
Japan
$17M -$481K -6,100 -3%
GC
34
Guggenheim Capital
Illinois
$16.8M -$2.39M -30,345 -12%
XF
35
XML Financial
Maryland
$16.4M -$15.5K -196 -0.1%
Truist Financial
36
Truist Financial
North Carolina
$16M +$746K +9,455 +5%
WPW
37
Waldron Private Wealth
Pennsylvania
$16M +$144K +1,822 +0.9%
PFM
38
Potomac Fund Management
Florida
$15.5M +$15.7M +199,200 New
Stifel Financial
39
Stifel Financial
Missouri
$15.2M +$1.58M +19,986 +11%
MML Investors Services
40
MML Investors Services
Massachusetts
$14.8M +$4.65K +59 +0%
SIA
41
Strategic Investment Advisors
Michigan
$14M +$1.49M +18,909 +12%
Renaissance Technologies
42
Renaissance Technologies
New York
$13.3M -$4.43M -56,200 -25%
JP Morgan Chase
43
JP Morgan Chase
New York
$12.7M +$3.3M +41,816 +35%
GAG
44
Goodman Advisory Group
Massachusetts
$12.5M +$700K +8,873 +6%
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$12.1M +$11.8K +149 +0.1%
HNB
46
Huntington National Bank
Ohio
$11.6M
AWS
47
Atria Wealth Solutions
New York
$11.3M +$8.09M +102,652 +244%
PWM
48
Paulson Wealth Management
Illinois
$10.8M -$248K -3,149 -2%
BRWA
49
B. Riley Wealth Advisors
Florida
$10.6M -$2.31M -29,291 -18%
FWA
50
FSC Wealth Advisors
New York
$9.77M +$7.1M +90,018 +254%