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State Street SPDR Bloomberg Convertible Securities ETF

474 hedge funds and large institutions have $3.01B invested in State Street SPDR Bloomberg Convertible Securities ETF in 2023 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 129 increasing their positions, 178 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

106,900% more call options, than puts

Call options by funds: $2.14M | Put options by funds: $2K

105% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 37

48% more capital invested

Capital invested by funds: $2.04B → $3.01B (+$971M)

44% more funds holding in top 10

Funds holding in top 10: 1623 (+7)

12.16% more ownership

Funds ownership: 56.35%68.51% (+12%)

8% more funds holding

Funds holding: 438474 (+36)

28% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 178

Holders
474
Holders Change
+36
Holders Change %
+8.22%
% of All Funds
7.44%
Holding in Top 10
23
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+43.75%
% of All Funds
0.36%
New
76
Increased
129
Reduced
178
Closed
37
Calls
$2.14M
Puts
$2K
Net Calls
+$2.14M
Net Calls Change
-$144K
Name Holding Trade Value Shares
Change
Change in
Stake
BNP Paribas Financial Markets
76
BNP Paribas Financial Markets
France
$6.63M +$6.37M +94,800 New
SPIA
77
Steward Partners Investment Advisory
New York
$6.42M -$44K -655 -0.7%
RJA
78
Raymond James & Associates
Florida
$5.93M -$198K -2,950 -3%
FWA
79
FSC Wealth Advisors
New York
$5.86M +$5.61M +83,505 +24,706%
BFG
80
Baron Financial Group
New Jersey
$5.7M -$32.6K -485 -0.6%
ONST
81
Old North State Trust
North Carolina
$5.64M +$21.1K +314 +0.4%
AGA
82
Arkos Global Advisors
Texas
$5.61M +$1.1M +16,423 +26%
PAG
83
Private Advisor Group
New Jersey
$5.22M -$96.1K -1,430 -2%
SIM
84
SSI Investment Management
California
$5.22M -$44.6K -663 -0.9%
CWM
85
Congress Wealth Management
Massachusetts
$5M
YC
86
Yarbrough Capital
Tennessee
$4.99M
OLVIG
87
Oliver Lagore Vanvalin Investment Group
Michigan
$4.92M +$4.73M +70,288 +1,004,114%
TFA
88
Transamerica Financial Advisors
Florida
$4.92M +$4.62M +68,735 +4,484%
AA
89
Advisory Alpha
Michigan
$4.77M +$3.09M +45,888 +205%
DJYG
90
David J. Yvars Group
Florida
$4.51M -$58.7K -873 -1%
Rockefeller Capital Management
91
Rockefeller Capital Management
New York
$4.48M -$196K -2,909 -4%
CPIG
92
Chicago Partners Investment Group
Illinois
$4.45M -$25K -372 -0.6%
Renaissance Technologies
93
Renaissance Technologies
New York
$4.33M +$1.75M +26,100 +73%
AWAU
94
Alliance Wealth Advisors (Utah)
Utah
$4.28M +$4.11M +61,185 New
SIAP
95
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$4.19M -$97K -1,443 -2%
GM
96
GeoWealth Management
Illinois
$4.01M -$232K -3,444 -6%
Capstone Investment Advisors
97
Capstone Investment Advisors
New York
$3.69M +$3.55M +52,800 New
EAMA
98
EFG Asset Management (Americas)
Florida
$3.68M -$56.1K -834 -2%
ECI
99
EFG Capital International
Florida
$3.68M +$3.54M +52,680 New
GWM
100
Geneos Wealth Management
Colorado
$3.68M +$702K +10,435 +25%