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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
FHA
476
First Horizon Advisors
Tennessee
$38K +$21.2K +247 +107%
CA
477
Cornerstone Advisory
Maryland
$38K +$38.4K +448 New
SC
478
Solstein Capital
California
$37K
GFPC
479
Global Financial Private Client
Florida
$36.2K -$5.65K -66 -13%
AWM
480
Avior Wealth Management
Nebraska
$36K -$2.91K -34 -7%
COCM
481
Charter Oak Capital Management
New Hampshire
$35K -$2.74K -32 -7%
WWMSC
482
Wagner Wealth Management (South Carolina)
South Carolina
$35K
BWM
483
Baystate Wealth Management
Massachusetts
$34K -$1.2K -14 -3%
FWA
484
FSC Wealth Advisors
New York
$34K +$35.5K +415 New
CT
485
Caldwell Trust
Florida
$33.2K
BLC
486
Brown, Lisle/Cummings
Rhode Island
$29K +$30K +350 New
HIA
487
Harbor Investment Advisory
Maryland
$28K
SIS
488
Sound Income Strategies
Florida
$26K -$1.88K -22 -7%
PK
489
Pflug Koory
Nebraska
$25K
SFPG
490
Stonebridge Financial Planning Group
Florida
$22K
CWAF
491
Core Wealth Advisors (Florida)
Florida
$21K
PCA
492
Providence Capital Advisors
North Carolina
$21K
TSWM
493
Tyler-Stone Wealth Management
Ohio
$21K +$21.4K +250 New
FPWM
494
FSB Premier Wealth Management
Iowa
$19K +$20.6K +240 New
FDCDDQ
495
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17.4K
CCA
496
Column Capital Advisors
Indiana
$17K
TAM
497
Townsend Asset Management
North Carolina
$17K
AIP
498
Ameritas Investment Partners
Nebraska
$17K +$171 +2 +1%
AA
499
Addison Advisors
Vermont
$15K +$15.4K +180 New
KIG
500
Kessler Investment Group
Indiana
$14K