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State Street SPDR Bloomberg Convertible Securities ETF

521 hedge funds and large institutions have $4.03B invested in State Street SPDR Bloomberg Convertible Securities ETF in 2021 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 169 increasing their positions, 175 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 60

7% more funds holding

Funds holding: 489521 (+32)

2.13% more ownership

Funds ownership: 60.22%62.35% (+2.1%)

3% less repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 175

5% less capital invested

Capital invested by funds: $4.23B → $4.03B (-$202M)

15% less funds holding in top 10

Funds holding in top 10: 3328 (-5)

96% less call options, than puts

Call options by funds: $3.47M | Put options by funds: $83.2M

Holders
521
Holders Change
+32
Holders Change %
+6.54%
% of All Funds
8.02%
Holding in Top 10
28
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-15.15%
% of All Funds
0.43%
New
99
Increased
169
Reduced
175
Closed
60
Calls
$3.47M
Puts
$83.2M
Net Calls
-$79.8M
Net Calls Change
-$301M
Name Holding Trade Value Shares
Change
Change in
Stake
PP
176
Prudential plc
United Kingdom
$1.96M +$170K +1,980 +9%
PAS
177
Park Avenue Securities
New York
$1.96M +$430K +5,019 +27%
AFS
178
AFG Fiduciary Services
Massachusetts
$1.93M +$1.99M +23,260 New
CWS
179
Confluence Wealth Services
Pennsylvania
$1.92M +$1.98M +23,085 New
OPWM
180
Oxinas Partners Wealth Management
Indiana
$1.88M -$754K -8,802 -28%
HHRDM
181
H&H Retirement Design & Management
Nevada
$1.87M -$13.7M -160,464 -87%
IA
182
IFP Advisors
Florida
$1.87M +$612K +7,145 +46%
GEA
183
Glen Eagle Advisors
New Jersey
$1.86M -$38.5K -449 -2%
SW
184
Simplicity Wealth
New Jersey
$1.84M +$1.9M +22,225 New
MIAN
185
Mariner Independent Advisor Network
Kansas
$1.84M -$3.22M -37,605 -63%
ACM
186
AlphaStar Capital Management
North Carolina
$1.79M -$676K -7,890 -26%
CG
187
Cynosure Group
Utah
$1.74M -$973K -11,355 -35%
ES
188
Eagle Strategies
New York
$1.71M +$1.76M +20,588 New
ACS
189
Archford Capital Strategies
Illinois
$1.69M +$151K +1,765 +9%
SC
190
Seldon Capital
California
$1.67M +$1.72M +20,088 New
PA
191
Pinnacle Associates
New York
$1.65M -$125K -1,464 -7%
PFS
192
Prospera Financial Services
Texas
$1.63M -$204K -2,378 -11%
CAC
193
Certified Advisory Corp
Florida
$1.63M +$46.6K +544 +3%
WS
194
Wedbush Securities
California
$1.62M -$65.4K -764 -4%
LFASL
195
Lugano Financial Advisors SA (LFA)
Switzerland
$1.62M +$857K +10,000 +105%
ANTB
196
AMG National Trust Bank
Colorado
$1.6M +$192K +2,243 +13%
Susquehanna International Group
197
Susquehanna International Group
Pennsylvania
$1.6M +$1.65M +19,286 New
CRC
198
Curi RMB Capital
Illinois
$1.59M -$27.8K -325 -2%
EVM
199
Eaton Vance Management
Massachusetts
$1.58M
SPC
200
Sigma Planning Corp
Michigan
$1.51M +$12.8K +149 +0.8%