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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
CA
551
CGN Advisors
Kansas
-$551K -6,455 Closed
FHA
552
Flagship Harbor Advisors
Massachusetts
-$527K -6,071 Closed
SAM
553
Strategy Asset Managers
California
-$515K -6,030 Closed
AA
554
AlphaCentric Advisors
Puerto Rico
-$467K -5,477 Closed
FIG
555
FundX Investment Group
California
-$434K -5,086 Closed
ATPW
556
Ashton Thomas Private Wealth
Arizona
-$306K -3,590 Closed
QFA
557
Quattro Financial Advisors
Texas
-$311K -3,523 Closed
TC
558
Trilogy Capital
California
-$271K -3,180 Closed
SFP
559
Strategic Financial Partners
Oregon
-$261K -3,053 Closed
OMC
560
Old Mission Capital
Illinois
-$237K -2,779 Closed
Fisher Asset Management
561
Fisher Asset Management
Washington
-$227K -2,665 Closed
BFA
562
Beacon Financial Advisory
Ohio
-$211K -2,469 Closed
PA
563
PFG Advisors
Arizona
-$207K -2,429 Closed
NL
564
NWAM LLC
Washington
-$207K -2,423 Closed
KFC
565
Klingenstein Fields & Co
New York
-$205K -2,400 Closed
DC
566
Davenport & Co
Virginia
-$204K -2,390 Closed
VCS
567
Vaughan & Co Securities
New Jersey
-$203K -2,382 Closed
AP
568
Advisors Preferred
Maryland
-$175K -2,036 Closed
RCA
569
Ranch Capital Advisors
Florida
-$111K -1,305 Closed
MA
570
MCF Advisors
Kentucky
-$111K -1,300 Closed
RDFA
571
Ritter Daniher Financial Advisory
Ohio
-$107K -1,250 Closed
DA
572
DCM Advisors
New York
-$104K -1,220 Closed
SLF
573
Sun Life Financial
Ontario, Canada
-$99K -1,156 Closed
CG
574
Cutler Group
California
-$68.5K -800 Closed
AWA
575
Arkadios Wealth Advisors
Georgia
-$60K -705 Closed