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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
PAG
76
Private Advisor Group
New Jersey
$6.02M +$22.2K +282 +0.4%
FB
77
Finward Bancorp
Indiana
$5.97M +$6.04M +76,628 New
BFG
78
Baron Financial Group
New Jersey
$5.91M -$75.5K -957 -1%
AI
79
Atria Investments
North Carolina
$5.89M +$629K +7,973 +12%
WMA
80
William Mack & Associates
Michigan
$5.83M +$5.91M +74,887 New
Prudential Financial
81
Prudential Financial
New Jersey
$5.78M -$1.82M -23,028 -24%
OAS
82
Optivise Advisory Services
Tennessee
$5.7M +$5.77M +73,212 New
ECA
83
Elevation Capital Advisory
Oregon
$5.54M +$5.61M +71,135 New
AGA
84
Arkos Global Advisors
Texas
$5.52M +$60.7K +770 +1%
PFS
85
Prospera Financial Services
Texas
$5.37M +$3.72M +47,227 +218%
TC
86
TownSquare Capital
Utah
$5.34M -$1.35M -17,116 -20%
RSWM
87
Robertson Stephens Wealth Management
California
$5.34M +$5.4M +68,525 New
AAS
88
Ameritas Advisory Services
Nebraska
$5.24M +$5.3M +67,272 New
HH
89
Hilltop Holdings
Texas
$5.24M +$5.06M +64,215 +2,106%
NA
90
NewEdge Advisors
Louisiana
$5.13M +$4.41M +55,981 +568%
SAM
91
Synergy Asset Management
Washington
$4.88M +$4.93M +62,579 New
LSC
92
Logan Stone Capital
Illinois
$4.71M +$378K +4,795 +9%
RAM
93
Riggs Asset Management
Pennsylvania
$4.6M -$8.12K -103 -0.2%
Mirae Asset Global Investments
94
Mirae Asset Global Investments
South Korea
$4.57M +$2.25M +28,555 +96%
DJYG
95
David J. Yvars Group
Florida
$4.42M -$433K -5,488 -9%
Rockefeller Capital Management
96
Rockefeller Capital Management
New York
$4.36M -$24.8K -315 -0.6%
SIAP
97
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$4.22M -$111K -1,407 -3%
TFA
98
Transamerica Financial Advisors
Florida
$4.08M +$544K +6,894 +15%
SCM
99
Sage Capital Management
New Jersey
$4.01M -$46.5K -590 -1%
FBB
100
Fulton Breakefield Broenniman
Maryland
$4M -$22M -278,886 -84%