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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
AFWM
101
AMJ Financial Wealth Management
Virginia
$4M +$4.05M +51,338 New
HFA
102
Hershey Financial Advisers
Pennsylvania
$3.97M +$4.02M +50,921 New
HighTower Advisors
103
HighTower Advisors
Illinois
$3.96M +$66K +837 +2%
NFG
104
Norris Financial Group
South Carolina
$3.96M +$4.01M +50,839 New
OPWM
105
Oxinas Partners Wealth Management
Indiana
$3.87M +$3.92M +49,689 New
SC
106
Sykon Capital
New York
$3.86M +$934K +11,848 +31%
GWM
107
Geneos Wealth Management
Colorado
$3.79M +$47K +596 +1%
CPIG
108
Chicago Partners Investment Group
Illinois
$3.68M -$286K -3,623 -7%
WB
109
WesBanco Bank
West Virginia
$3.62M +$13K +165 +0.4%
Kovitz Investment Group Partners
110
Kovitz Investment Group Partners
Illinois
$3.57M +$3.61M +45,738 New
JFG
111
Jefferies Financial Group
New York
$3.35M +$17.3K +219 +0.5%
Citigroup
112
Citigroup
New York
$3.33M +$32.6K +413 +1%
CL
113
CIM LLC
New York
$3.31M +$46.1K +584 +1%
FIA
114
Foundations Investment Advisors
Arizona
$3.27M +$2.76M +35,057 +502%
TA
115
TFG Advisers
Michigan
$3.2M -$113K -1,436 -3%
Mariner
116
Mariner
Kansas
$3.19M +$2.53M +32,068 +362%
Thrivent Financial for Lutherans
117
Thrivent Financial for Lutherans
Minnesota
$3.1M +$3.06M +38,762 New
IP
118
Ignite Planners
California
$3.01M +$21.9K +278 +0.7%
Capstone Investment Advisors
119
Capstone Investment Advisors
New York
$3.01M -$3.52M -44,700 -54%
AWAU
120
Alliance Wealth Advisors (Utah)
Utah
$2.97M -$685K -8,684 -19%
CAPTRUST Financial Advisors
121
CAPTRUST Financial Advisors
North Carolina
$2.7M -$606K -7,686 -18%
WA
122
Waverly Advisors
Alabama
$2.7M -$244K -3,098 -8%
PCA
123
Prosperity Capital Advisors
Ohio
$2.66M +$2.69M +34,109 New
MLM
124
Mount Lucas Management
Pennsylvania
$2.64M -$161K -2,044 -6%
KAS
125
Kestra Advisory Services
Texas
$2.62M -$145K -1,834 -5%