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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
Mirae Asset Global Investments
101
Mirae Asset Global Investments
South Korea
$3.66M +$215K +3,200 +7%
BMCM
102
Burns Matteson Capital Management
New York
$3.49M +$3.36M +49,955 New
TA
103
TFG Advisers
Michigan
$3.45M -$36K -535 -1%
FCC
104
Florin Court Capital
United Kingdom
$3.42M +$3.29M +48,900 New
HighTower Advisors
105
HighTower Advisors
Illinois
$3.23M +$1.07M +15,926 +52%
RAM
106
Riggs Asset Management
Pennsylvania
$3.15M +$82K +1,220 +3%
DI
107
Disciplined Investments
Oklahoma
$3.13M -$1.45M -21,570 -32%
AI
108
Atria Investments
North Carolina
$3.03M -$914K -13,593 -24%
FANJ
109
Financial Architects (New Jersey)
New Jersey
$2.98M +$12.6K +187 +0.4%
EC
110
Estate Counselors
Wisconsin
$2.95M +$1.63M +24,230 +135%
Citigroup
111
Citigroup
New York
$2.9M -$1.41M -20,988 -34%
B
112
Barings
North Carolina
$2.88M +$1.95M +28,951 +238%
HIM
113
Hanlon Investment Management
New Jersey
$2.84M +$2.73M +40,637 New
WB
114
WesBanco Bank
West Virginia
$2.73M +$168K +2,500 +7%
WA
115
Waverly Advisors
Alabama
$2.72M +$2.62M +38,952 New
IRC
116
Investors Research Corp
Georgia
$2.71M -$11.2K -167 -0.4%
William Blair & Company
117
William Blair & Company
Illinois
$2.65M -$225K -3,345 -8%
HAG
118
HF Advisory Group
Maryland
$2.64M +$236K +3,506 +10%
CL
119
CIM LLC
New York
$2.64M +$3.9K +58 +0.2%
TPWA
120
TRUE Private Wealth Advisors
Oregon
$2.59M +$2.21M +32,905 +788%
MLM
121
Mount Lucas Management
Pennsylvania
$2.59M +$2.48M +36,960 New
IA
122
IFP Advisors
Florida
$2.52M +$70.3K +1,046 +3%
DF
123
Dunhill Financial
United Kingdom
$2.52M +$2.47M +36,680 New
Prudential Financial
124
Prudential Financial
New Jersey
$2.52M +$2.42M +36,000 New
RFWA
125
RPg Family Wealth Advisory
Massachusetts
$2.51M -$61.2K -911 -2%