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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
BAM
526
BTS Asset Management
Massachusetts
-$659K -8,607 Closed
CWM
527
Connecticut Wealth Management
Connecticut
-$543K -7,095 Closed
ONST
528
Old North State Trust
North Carolina
-$427K -5,577 Closed
Qube Research & Technologies (QRT)
529
Qube Research & Technologies (QRT)
United Kingdom
-$389K -5,083 Closed
ARC
530
Advisor Resource Council
Texas
-$348K -4,539 Closed
FHC
531
First Heartland Consultants
Missouri
-$339K -4,426 Closed
BCM
532
Beaumont Capital Management
Massachusetts
-$315K -4,109 Closed
SF
533
Synovus Financial
Georgia
-$287K -3,746 Closed
GFP
534
Gryphon Financial Partners
Ohio
-$242K -3,166 Closed
MIM
535
Moseley Investment Management
Florida
-$234K -3,049 Closed
WAG
536
Winthrop Advisory Group
Massachusetts
-$229K -2,984 Closed
CPA
537
Court Place Advisors
Maryland
-$222K -2,900 Closed
Neuberger Berman Group
538
Neuberger Berman Group
New York
-$222K -2,896 Closed
BFWM
539
Bright Futures Wealth Management
New York
-$218K -2,822 Closed
AFG
540
Atomi Financial Group
New York
-$205K -2,673 Closed
NRI
541
NFP Retirement Inc
California
-$203K -2,649 Closed
MAM
542
McCarthy Asset Management
California
-$202K -2,631 Closed
CJ
543
Caitlin John
Michigan
-$87K -1,095 Closed
CA
544
Clearstead Advisors
Ohio
-$26.7K -349 Closed
HGERS
545
Householder Group Estate & Retirement Specialist
Arizona
-$21K -281 Closed
PCA
546
Providence Capital Advisors
North Carolina
-$19.1K -250 Closed
JPWM
547
Jamison Private Wealth Management
Georgia
-$9.34K -122 Closed
T
548
Tidemark
California
-$460 -6 Closed
KFP
549
Keener Financial Planning
Texas
+$315 +4 New