We are live on ! Find out more
CWB icon

State Street SPDR Bloomberg Convertible Securities ETF

478 hedge funds and large institutions have $4.01B invested in State Street SPDR Bloomberg Convertible Securities ETF in 2020 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 154 increasing their positions, 152 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

336% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 25

41% more funds holding in top 10

Funds holding in top 10: 2738 (+11)

37% more capital invested

Capital invested by funds: $2.94B → $4.01B (+$1.08B)

20% more funds holding

Funds holding: 399478 (+79)

2.34% more ownership

Funds ownership: 57.38%59.73% (+2.3%)

1% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 152

73% less call options, than puts

Call options by funds: $6.2M | Put options by funds: $23.3M

Holders
478
Holders Change
+79
Holders Change %
+19.8%
% of All Funds
8.46%
Holding in Top 10
38
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+40.74%
% of All Funds
0.67%
New
109
Increased
154
Reduced
152
Closed
25
Calls
$6.2M
Puts
$23.3M
Net Calls
-$17.1M
Net Calls Change
-$18.7M
Name Holding Trade Value Shares
Change
Change in
Stake
DJYG
101
David J. Yvars Group
Florida
$6.01M +$5.48M +72,552 New
MWM
102
Modera Wealth Management
New Jersey
$5.75M -$345K -4,572 -6%
ONST
103
Old North State Trust
North Carolina
$5.69M -$101K -1,338 -2%
Rockefeller Capital Management
104
Rockefeller Capital Management
New York
$5.69M -$98.3K -1,303 -2%
CCP
105
Cardan Capital Partners
Colorado
$5.58M +$282K +3,741 +6%
JP Morgan Chase
106
JP Morgan Chase
New York
$5.54M +$569K +7,534 +13%
HH
107
Hilltop Holdings
Texas
$5.48M +$4.03M +53,370 +418%
Wellington Management Group
108
Wellington Management Group
Massachusetts
$5.42M
AG
109
Appleton Group
Wisconsin
$5.37M -$63.6K -843 -1%
Manulife (Manufacturers Life Insurance)
110
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.36M +$1.02M +13,459 +26%
PWM
111
Paulson Wealth Management
Illinois
$5.13M -$369K -4,889 -7%
CAG
112
Csenge Advisory Group
Florida
$5.11M +$113K +1,502 +2%
Citadel Advisors
113
Citadel Advisors
Florida
$5.11M +$4.66M +61,739 New
State of Tennessee, Department of Treasury
114
State of Tennessee, Department of Treasury
Tennessee
$5.06M +$4.61M +61,100 New
PBF
115
Petix & Botte Financial
California
$5.06M -$174K -2,304 -4%
AWA
116
Arete Wealth Advisors
Illinois
$4.98M -$738K -9,783 -14%
AI
117
Atria Investments
North Carolina
$4.87M +$2.65M +35,121 +148%
FSA
118
Financial Services Advisory
Maryland
$4.85M +$4.42M +58,574 New
SFS
119
Sowell Financial Services
Arkansas
$4.76M +$1.41M +18,626 +48%
FIG
120
FundX Investment Group
California
$4.69M +$4.01M +53,187 +1,516%
AGA
121
Arkos Global Advisors
Texas
$4.69M -$1.07M -14,189 -20%
CAL
122
Capital Analysts LLC
Pennsylvania
$4.49M -$350K -4,639 -8%
DI
123
Disciplined Investments
Oklahoma
$4.48M +$11.6K +154 +0.3%
TA
124
TFG Advisers
Michigan
$4.47M -$18.7K -248 -0.5%
AFWM
125
AMJ Financial Wealth Management
Virginia
$4.38M +$3.99M +52,859 New