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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
NC
501
NewSquare Capital
Pennsylvania
$14K +$9.59K +112 +190%
GWS
502
Glassman Wealth Services
Virginia
$14K +$14K +163 New
RCM
503
Regency Capital Management
Hawaii
$11K +$11.6K +135 New
EFS
504
Econ Financial Services
Pennsylvania
$10K +$10.2K +119 New
AIC
505
Archer Investment Corporation
Indiana
$8.3K
FFA
506
Founders Financial Alliance
North Carolina
$8K
MWM
507
Mascoma Wealth Management
New Hampshire
$8K +$8.39K +98 New
TWM
508
Tradition Wealth Management
Minnesota
$6K
AA
509
Ancora Advisors
Ohio
$5K
GI
510
Gradient Investments
Minnesota
$5K
TFGT
511
TS Financial Group (TSFG)
Illinois
$5K
LPWM
512
Lake Point Wealth Management
Texas
$4K
Manulife (Manufacturers Life Insurance)
513
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.37K -$531K -6,200 -18%
MA
514
Montag & Associates
Georgia
$2K
TFA
515
Toth Financial Advisory
Virginia
$2K
FGAM
516
Financial Gravity Asset Management
Texas
$1.21K -$106K -1,243 -10%
NFSG
517
Newbridge Financial Services Group
Florida
$1K -$2.91K -34 -69%
1IA
518
1834 Investment Advisors
Wisconsin
$1K
TFA
519
Transamerica Financial Advisors
Florida
$1K
CT
520
Cambridge Trust
Massachusetts
$1K +$1.11K +13 New
CFCI
521
Comprehensive Financial Consultants Institutional
Indiana
$1K +$1.71K +20 New
CP
522
Castleview Partners
Texas
$619 +$4.4M +51,352 New
FHC
523
First Heartland Consultants
Missouri
$296
BCM
524
Bluefin Capital Management
New York
-$19.2M -225,458 Closed
SH
525
SeaTown Holdings
Singapore
-$11.5M -135,000 Closed