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State Street SPDR Bloomberg Convertible Securities ETF

347 hedge funds and large institutions have $2.5B invested in State Street SPDR Bloomberg Convertible Securities ETF in 2018 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 148 increasing their positions, 104 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 22

42% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 104

12% more capital invested

Capital invested by funds: $2.23B → $2.5B (+$272M)

11% more funds holding in top 10

Funds holding in top 10: 2730 (+3)

4% more funds holding

Funds holding: 333347 (+14)

3.11% more ownership

Funds ownership: 53.58%56.69% (+3.1%)

54% less call options, than puts

Call options by funds: $753K | Put options by funds: $1.65M

Holders
347
Holders Change
+14
Holders Change %
+4.2%
% of All Funds
7.94%
Holding in Top 10
30
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.11%
% of All Funds
0.69%
New
39
Increased
148
Reduced
104
Closed
22
Calls
$753K
Puts
$1.65M
Net Calls
-$898K
Net Calls Change
-$396K
Name Holding Trade Value Shares
Change
Change in
Stake
MPPLM
76
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$5.31M -$2.7M -51,224 Closed
RWA
77
River Wealth Advisors
Pennsylvania
$5.18M +$291K +5,521 +6%
BTS
78
BB&T Securities
Virginia
$5.17M -$1.07M -20,315 -17%
CWM
79
Cornerstone Wealth Management
Missouri
$5.16M +$14.2M +268,259 +5,188%
GIM
80
Goelzer Investment Management
Indiana
$5.01M -$89.3K -1,692 -2%
WA
81
Winfield Associates
Ohio
$4.96M +$106K +2,000 +2%
NAM
82
NTV Asset Management
West Virginia
$4.83M +$21.1K +400 +0.4%
SIAP
83
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$4.78M -$52.7K -998 -1%
Carson Wealth (CWM LLC)
84
Carson Wealth (CWM LLC)
Nebraska
$4.65M +$1.11M +21,021 +31%
EAMA
85
EFG Asset Management (Americas)
Florida
$4.65M +$1.86M +35,180 +75%
CAG
86
Csenge Advisory Group
Florida
$4.46M +$58.3K +1,104 +1%
NEIRG
87
New England Investment & Retirement Group
Massachusetts
$4.27M +$137K +2,599 +3%
CPIG
88
Chicago Partners Investment Group
Illinois
$4.04M +$178K +3,375 +5%
IWA
89
IBEX Wealth Advisors
New Jersey
$3.99M
TFA
90
Transamerica Financial Advisors
Florida
$3.96M -$193K -3,657 -5%
AIA
91
Arrow Investment Advisors
Maryland
$3.95M -$613K -11,607 -13%
LA
92
LexAurum Advisors
Kansas
$3.81M +$1.02M +19,278 +37%
KFA
93
Kabarec Financial Advisors
Illinois
$3.8M -$530K -10,039 -12%
Janney Montgomery Scott
94
Janney Montgomery Scott
Pennsylvania
$3.79M +$159K +3,019 +4%
ML
95
McAdam LLC
Pennsylvania
$3.79M +$334K +6,337 +10%
NEPWA
96
New England Private Wealth Advisors
Massachusetts
$3.66M +$93.4K +1,769 +3%
PP
97
Prudential plc
United Kingdom
$3.64M +$1.97M +37,360 +119%
FFSOTS
98
Fiduciary Financial Services of The Southwest
Texas
$3.59M -$93.9K -1,780 -3%
KCM
99
Karp Capital Management
California
$3.58M +$158K +2,988 +5%
Mirae Asset Global Investments
100
Mirae Asset Global Investments
South Korea
$3.51M -$63.4M -1,201,308 -95%