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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
ANTB
51
AMG National Trust Bank
Colorado
$9.64M -$176K -2,230 -2%
QC
52
Quadrature Capital
United Kingdom
$9.56M +$9.67M +122,638 New
WA
53
Win Advisors
Florida
$9.31M +$8.29M +105,178 +733%
OC
54
Oppenheimer & Co
New York
$9.15M -$238K -3,017 -3%
FTA
55
Financial & Tax Architects
Missouri
$9.14M +$9.25M +117,343 New
NAM
56
NTV Asset Management
West Virginia
$8.76M -$173K -2,190 -2%
MWM
57
Modera Wealth Management
New Jersey
$8.74M -$451K -5,716 -5%
AP
58
Advisors Preferred
Maryland
$8.71M +$2.35M +29,759 +36%
Creative Planning
59
Creative Planning
Kansas
$8.69M -$56.5K -716 -0.6%
EC
60
Estate Counselors
Wisconsin
$8.61M +$70.3K +892 +0.8%
ML
61
McAdam LLC
Pennsylvania
$8.55M +$85.6K +1,085 +1%
PBF
62
Petix & Botte Financial
California
$8.26M -$2.35M -29,774 -22%
SI
63
Stephens Inc
Arkansas
$8.21M -$7.1K -90 -0.1%
AFS
64
Anderson Financial Strategies
Ohio
$7.86M +$7.96M +100,964 New
LAM
65
Lifestyle Asset Management
Texas
$7.86M +$7.96M +100,940 New
WCM
66
Windsor Capital Management
Arizona
$7.76M -$103K -1,312 -1%
SPIA
67
Steward Partners Investment Advisory
New York
$7.68M +$337K +4,279 +5%
AA
68
ACT Advisors
North Carolina
$7.64M -$9.04M -114,588 -54%
KWM
69
Kingsview Wealth Management
Oregon
$7.61M +$7.71M +97,741 New
MSL
70
Mackay Shields LLC
New York
$7.31M +$7.41M +93,907 New
NC
71
NewSquare Capital
Pennsylvania
$7.28M +$7.37M +93,406 New
FCC
72
Florin Court Capital
United Kingdom
$7.27M +$3M +38,000 +69%
DJSG
73
D.J. St. Germain
Massachusetts
$7.1M -$74K -938 -1%
Envestnet Portfolio Solutions
74
Envestnet Portfolio Solutions
Illinois
$6.75M +$6.11M +77,425 +834%
AF
75
Allworth Financial
California
$6.45M +$655K +8,307 +12%