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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
WIA
176
World Investment Advisors
California
$2.16M +$382K +5,062 +28%
FGAM
177
Financial Gravity Asset Management
Texas
$2.15M +$1.96M +25,981 New
WA
178
Winfield Associates
Ohio
$2.14M
ACM
179
Anfield Capital Management
California
$2.11M -$232K -3,072 -11%
BRWA
180
B. Riley Wealth Advisors
Florida
$2.04M -$703K -9,316 -27%
IA
181
IFP Advisors
Florida
$1.95M -$65.6K -869 -4%
Koshinski Asset Management
182
Koshinski Asset Management
Illinois
$1.94M -$613K -8,120 -26%
TC
183
TownSquare Capital
Utah
$1.94M +$1.77M +23,435 New
IRC
184
Investors Research Corp
Georgia
$1.91M +$72.1K +955 +4%
CA
185
Cetera Advisors
Colorado
$1.9M +$990K +13,121 +133%
FFN
186
Focus Financial Network
Minnesota
$1.86M -$66.4K -880 -4%
EFSCE
187
Enterprise Financial Services Corp (EFSC)
Missouri
$1.85M -$2.26K -30 -0.1%
GEA
188
Glen Eagle Advisors
New Jersey
$1.84M +$6.49K +86 +0.4%
GDP
189
Great Diamond Partners
Maine
$1.83M +$88K +1,166 +6%
ACM
190
AlphaStar Capital Management
North Carolina
$1.8M -$9.21K -122 -0.6%
Invesco
191
Invesco
Georgia
$1.79M -$345K -4,575 -17%
LFASL
192
Lugano Financial Advisors SA (LFA)
Switzerland
$1.79M
DWA
193
Dorsey Wright & Associates
California
$1.79M +$313K +4,147 +24%
First Trust Advisors
194
First Trust Advisors
Illinois
$1.79M -$71.9K -953 -4%
GTAM
195
Global Trust Asset Management
Florida
$1.77M +$85.1K +1,127 +6%
LA
196
Latitude Advisors
Florida
$1.69M +$1.54M +20,439 New
Thrivent Financial for Lutherans
197
Thrivent Financial for Lutherans
Minnesota
$1.69M -$3.18M -42,080 -67%
WS
198
Wedbush Securities
California
$1.69M -$93.7K -1,241 -6%
CRC
199
Curi RMB Capital
Illinois
$1.61M
PA
200
Pinnacle Associates
New York
$1.61M -$26.2K -347 -2%