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State Street SPDR Bloomberg Convertible Securities ETF

346 hedge funds and large institutions have $2.79B invested in State Street SPDR Bloomberg Convertible Securities ETF in 2018 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 140 increasing their positions, 124 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more funds holding in top 10

Funds holding in top 10: 3034 (+4)

13% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 124

12% more capital invested

Capital invested by funds: $2.5B → $2.79B (+$291M)

6% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 36

0.61% more ownership

Funds ownership: 56.69%57.31% (+0.61%)

0% less funds holding

Funds holding: 347346 (-1)

8% less call options, than puts

Call options by funds: $588K | Put options by funds: $642K

Holders
346
Holders Change
-1
Holders Change %
-0.29%
% of All Funds
7.91%
Holding in Top 10
34
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+13.33%
% of All Funds
0.78%
New
38
Increased
140
Reduced
124
Closed
36
Calls
$588K
Puts
$642K
Net Calls
-$54K
Net Calls Change
+$844K
Name Holding Trade Value Shares
Change
Change in
Stake
KCM
101
Karp Capital Management
California
$3.87M +$223K +4,164 +6%
NEPWA
102
New England Private Wealth Advisors
Massachusetts
$3.74M +$14.4K +269 +0.4%
FFSOTS
103
Fiduciary Financial Services of The Southwest
Texas
$3.66M +$4.56K +85 +0.1%
CPIG
104
Chicago Partners Investment Group
Illinois
$3.58M -$175K -3,256 -4%
HH
105
Hilltop Holdings
Texas
$3.57M +$1.15M +21,461 +48%
SWP
106
Stratos Wealth Partners
Ohio
$3.53M +$162K +3,031 +5%
PP
107
Prudential plc
United Kingdom
$3.49M -$218K -4,060 -6%
HCM
108
HMS Capital Management
Tennessee
$3.4M +$1.12M +20,971 +50%
MCIA
109
Mountain Capital Investment Advisors
Colorado
$3.36M +$5.09K +95 +0.2%
F
110
F3Logic
Minnesota
$3.23M +$429K +7,998 +15%
CAL
111
Capital Analysts LLC
Pennsylvania
$3.23M -$70.2K -1,309 -2%
PAG
112
Private Advisor Group
New Jersey
$3.12M +$1.87M +34,876 +151%
RFWA
113
RPg Family Wealth Advisory
Massachusetts
$3.02M +$2.96M +55,149 +6,197%
Susquehanna International Group
114
Susquehanna International Group
Pennsylvania
$2.84M -$6.52M -121,629 -70%
AFP
115
Ausdal Financial Partners
Iowa
$2.83M +$1.05M +19,529 +59%
Millennium Management
116
Millennium Management
New York
$2.67M +$1.04M +19,495 +65%
WA
117
WESPAC Advisors
California
$2.64M +$665K +12,397 +34%
BA
118
BKS Advisors
Michigan
$2.57M
PTC
119
Private Trust Company
Ohio
$2.48M
PCIA
120
Prime Capital Investment Advisors
Kansas
$2.47M -$196K -3,655 -7%
SIAS
121
Shine Investment Advisory Services
Colorado
$2.38M -$9.17M -171,048 -79%
WTC
122
WhitTier Trust Company
Nevada
$2.35M -$46.2K -862 -2%
FF
123
Fluent Financial
Texas
$2.33M -$74.5K -1,389 -3%
GP
124
Geneva Partners
Wisconsin
$2.25M -$31.8K -594 -1%
Invesco
125
Invesco
Georgia
$2.25M -$56.8K -1,060 -2%