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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
SIA
526
Strategic Investment Advisors
Michigan
-$9.79M -114,683 Closed
Schroder Investment Management Group
527
Schroder Investment Management Group
United Kingdom
-$8.92M -104,498 Closed
AI
528
Atria Investments
North Carolina
-$6.25M -73,238 Closed
MLM
529
Mount Lucas Management
Pennsylvania
-$5.51M -64,518 Closed
NL
530
NEPC LLC
Massachusetts
-$4.59M -53,766 Closed
Jane Street
531
Jane Street
New York
-$4.31M -50,265 Closed
AG
532
Appleton Group
Wisconsin
-$3.59M -42,091 Closed
IAN
533
Integrated Advisors Network
Texas
-$3.38M -39,611 Closed
TW
534
Transform Wealth
Colorado
-$2.09M -24,512 Closed
AWA
535
Arete Wealth Advisors
Illinois
-$1.93M -22,567 Closed
Bank of Nova Scotia
536
Bank of Nova Scotia
Ontario, Canada
-$1.88M -22,000 Closed
CF
537
Clarity Financial
Texas
-$1.83M -21,437 Closed
AIA
538
Arrow Investment Advisors
Maryland
-$1.81M -21,218 Closed
BMCM
539
Burns Matteson Capital Management
New York
-$1.74M -20,367 Closed
EFSCE
540
Enterprise Financial Services Corp (EFSC)
Missouri
-$1.68M -19,707 Closed
LA
541
LexAurum Advisors
Kansas
-$1.52M -17,787 Closed
DWA
542
Dorsey Wright & Associates
California
-$1.45M -16,988 Closed
GVAG
543
Great Valley Advisor Group
Delaware
-$1.43M -16,802 Closed
GSEP
544
Golden State Equity Partners
California
-$1.42M -16,584 Closed
CFAM
545
Center For Asset Management
Florida
-$1.27M -14,890 Closed
RWP
546
RWA Wealth Partners
Massachusetts
-$1.07M -12,487 Closed
CCG
547
Chatham Capital Group
Georgia
-$1.01M -11,850 Closed
SS
548
Sunbelt Securities
Texas
-$934K -11,098 Closed
HAS
549
HBW Advisory Services
California
-$833K -9,761 Closed
PCS
550
Personal CFO Solutions
New Jersey
-$554K -6,490 Closed