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State Street SPDR Bloomberg Convertible Securities ETF

332 hedge funds and large institutions have $2.14B invested in State Street SPDR Bloomberg Convertible Securities ETF in 2018 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 100 increasing their positions, 140 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.03% less ownership

Funds ownership: 57.31%55.28% (-2%)

4% less funds holding

Funds holding: 346332 (-14)

15% less first-time investments, than exits

New positions opened: 61 | Existing positions closed: 72

23% less capital invested

Capital invested by funds: $2.79B → $2.14B (-$655M)

29% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 140

32% less funds holding in top 10

Funds holding in top 10: 3423 (-11)

68% less call options, than puts

Call options by funds: $267K | Put options by funds: $846K

Holders
332
Holders Change
-14
Holders Change %
-4.05%
% of All Funds
7.4%
Holding in Top 10
23
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-32.35%
% of All Funds
0.51%
New
61
Increased
100
Reduced
140
Closed
72
Calls
$267K
Puts
$846K
Net Calls
-$579K
Net Calls Change
-$525K
Name Holding Trade Value Shares
Change
Change in
Stake
IB
201
Intrust Bank
Kansas
$514K
Lazard Asset Management
202
Lazard Asset Management
New York
$514K
BHB
203
Bank Hapoalim BM
Israel
$508K
ANBT
204
American National Bank & Trust
Texas
$498K -$369K -7,347 -41%
WAP
205
Wealthcare Advisory Partners
Pennsylvania
$494K +$71K +1,412 +15%
SS
206
Simplicity Solutions
Minnesota
$488K +$525K +10,434 New
MAFM
207
Mid Atlantic Financial Management
Pennsylvania
$480K +$516K +10,251 New
AWM
208
AE Wealth Management
Kansas
$474K +$120K +2,389 +31%
BFEC
209
Benjamin F. Edwards & Company
Missouri
$471K -$13.7K -272 -3%
GTAM
210
Global Trust Asset Management
Florida
$468K -$535K -10,643 -52%
Bank of New York Mellon
211
Bank of New York Mellon
New York
$455K -$54.1K -1,076 -10%
LPWM
212
Lake Point Wealth Management
Texas
$447K +$481K +9,561 New
BIA
213
Bigelow Investment Advisors
Maine
$438K +$1.06K +21 +0.2%
BCM
214
Brasada Capital Management
Texas
$435K +$19.1K +380 +4%
AB
215
Atlas Brown
Kentucky
$435K +$468K +9,300 New
IFWM
216
Institute for Wealth Management
Colorado
$433K +$465K +9,248 New
M&T Bank
217
M&T Bank
New York
$431K +$5.88K +117 +1%
NPP
218
New Potomac Partners
Maryland
$421K
FA
219
FCG Advisors
New Jersey
$392K +$79.2K +1,575 +23%
PWMAG
220
Pinnacle Wealth Management Advisory Group
New Jersey
$376K +$155K +3,090 +63%
SCM
221
Shelton Capital Management
Colorado
$372K +$10.7K +213 +3%
LFAS
222
Level Four Advisory Services
Texas
$369K +$73.2K +1,456 +23%
Fidelity Investments
223
Fidelity Investments
Massachusetts
$357K -$117K -2,318 -23%
GT
224
Greenleaf Trust
Michigan
$347K -$384K -7,638 -51%
AF
225
Advisornet Financial
Minnesota
$333K -$11.8K -234 -3%