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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
FMII
476
Farmers & Merchants Investments Inc
Nebraska
$839
GAG
477
Goodman Advisory Group
Massachusetts
$332 -$32.7K -486 -99%
RFA
478
Register Financial Advisors
Georgia
$280
CCA
479
Conservest Capital Advisors
Pennsylvania
-$35.6M -530,926 Closed
MP
480
Mangrove Partners
Connecticut
-$8.74M -130,381 Closed
LSC
481
Logan Stone Capital
Illinois
-$5.43M -81,022 Closed
PAS
482
Park Avenue Securities
New York
-$4.83M -72,023 Closed
CI
483
Cavalier Investments
Georgia
-$3.22M -48,021 Closed
PWM
484
Penobscot Wealth Management
Maine
-$1.8M -26,794 Closed
TW
485
Transform Wealth
Colorado
-$1.36M -20,272 Closed
SFP
486
Strategic Financial Partners
Oregon
-$1.01M -15,060 Closed
TSS
487
Two Sigma Securities
New York
-$800K -11,926 Closed
SFG
488
StrategIQ Financial Group
Indiana
-$477K -7,112 Closed
KW
489
KWB Wealth
California
-$416K -6,470 Closed
Manulife (Manufacturers Life Insurance)
490
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$432K -6,439 Closed
KF
491
Krilogy Financial
Missouri
-$422K -6,294 Closed
BAM
492
Belpointe Asset Management
Nevada
-$416K -6,196 Closed
KWA
493
KCS Wealth Advisory
California
-$334K -4,984 Closed
CW
494
Channel Wealth
California
-$315K -4,691 Closed
ES
495
Eagle Strategies
New York
-$276K -4,117 Closed
DA
496
Detalus Advisors
Missouri
-$262K -3,913 Closed
EIP
497
Ellis Investment Partners
Pennsylvania
-$240K -3,581 Closed
KeyBank National Association
498
KeyBank National Association
Ohio
-$235K -3,502 Closed
DTL
499
Dynamic Technology Lab
Singapore
-$226K -3,376 Closed
PWAG
500
Polaris Wealth Advisory Group
California
-$212K -3,158 Closed