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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
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$200M +$153M +1,936,754 +304%
Bank of America
2
Bank of America
North Carolina
$197M -$156K -1,975 -0.1%
HCM
3
Howard Capital Management
Georgia
$183M +$156M +1,978,362 +526%
Morgan Stanley
4
Morgan Stanley
New York
$127M +$1.99M +25,211 +2%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$124M +$116M +1,467,503 +1,180%
AssetMark Inc
6
AssetMark Inc
California
$124M -$48.7M -617,553 -28%
LPL Financial
7
LPL Financial
California
$94.9M +$16M +202,435 +20%
Bessemer Group
8
Bessemer Group
New Jersey
$88.7M
Wells Fargo
9
Wells Fargo
California
$86.9M +$11.6M +147,306 +15%
Ameriprise
10
Ameriprise
Minnesota
$78.2M +$7.47M +94,748 +10%
OPAM
11
Ocean Park Asset Management
California
$67.8M +$22.9M +289,795 +50%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$64M -$1.96M -24,796 -3%
NYLIM
13
New York Life Investment Management
New York
$62.1M +$2.22M +28,169 +4%
Allianz Asset Management
14
Allianz Asset Management
Germany
$53.5M +$54.2M +686,900 New
Deutsche Bank
15
Deutsche Bank
Germany
$49.6M -$12.7K -161 -0%
Goldman Sachs
16
Goldman Sachs
New York
$48.1M +$1.52M +19,290 +3%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$38.6M +$3.87M +49,122 +11%
BCI
18
Brinker Capital Investments
Pennsylvania
$37.6M +$37.8M +479,336 +16,449%
OPS
19
Orion Portfolio Solutions
Nebraska
$37.6M +$37.8M +479,336 +16,449%
UBS Group
20
UBS Group
Switzerland
$37M -$698K -8,848 -2%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$36M -$1.34M -17,023 -4%
HHRDM
22
H&H Retirement Design & Management
Nevada
$30.4M -$1.19M -15,065 -4%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$30.3M -$504K -6,397 -2%
Osaic Holdings
24
Osaic Holdings
Arizona
$24.2M +$670K +8,501 +3%
AllianceBernstein
25
AllianceBernstein
Tennessee
$23.5M