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SPDR Bloomberg Convertible Securities ETF

484 hedge funds and large institutions have $2.98B invested in SPDR Bloomberg Convertible Securities ETF in 2022 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 141 increasing their positions, 212 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
484
Holders Change
-35
Holders Change %
-6.74%
% of All Funds
7.66%
Holding in Top 10
25
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.71%
% of All Funds
0.4%
New
42
Increased
141
Reduced
212
Closed
70
Calls
$1.98M
Puts
$28.5M
Net Calls
-$26.5M
Net Calls Change
+$53.2M
Name Holding Trade Value Shares
Change
Shares
Change %
ES
226
Eagle Strategies
New York
$821K -$764K -9,922 -48%
FMC
227
First Merchants Corp
Indiana
$820K
Mercer Global Advisors
228
Mercer Global Advisors
Colorado
$816K +$212K +2,751 +35%
BOS
229
Bank of Stockton
California
$810K -$24.5K -318 -3%
SWIG
230
Strategic Wealth Investment Group
Kentucky
$807K -$35.6K -462 -4%
WP
231
WealthSource Partners
California
$806K +$95.7K +1,244 +13%
BJL
232
Brighton Jones LLC
Washington
$800K +$77 +1 +0%
IB
233
Intrust Bank
Kansas
$791K +$36.2K +470 +5%
OPA
234
Old Port Advisors
Maine
$785K -$70.6K -914 -8%
CA
235
Calton & Associates
Florida
$783K -$82.9K -1,077 -10%
Invesco
236
Invesco
Georgia
$783K -$64.7K -840 -8%
CCT
237
Capital City Trust
Florida
$762K
HHRDM
238
H&H Retirement Design & Management
Nevada
$759K -$1.12M -14,931 -60%
LFA
239
Laraway Financial Advisors
Minnesota
$751K -$57.7K -750 -7%
LWM
240
Loveless Wealth Management
Montana
$734K -$7.69K -100 -1%
MCC
241
Money Concepts Capital
Florida
$729K -$419K -5,441 -36%
SDWMA
242
Schneider Downs Wealth Management Advisors
Pennsylvania
$721K
HWMA
243
Heritage Wealth Management (Arizona)
Arizona
$721K +$721K +9,365 New
SAM
244
SignalPoint Asset Management
Missouri
$718K -$35.5K -461 -5%
Koshinski Asset Management
245
Koshinski Asset Management
Illinois
$715K -$557K -7,243 -44%
RW
246
RVW Wealth
California
$709K +$1.46K +19 +0.2%
HH
247
Hilltop Holdings
Texas
$697K -$461K -6,002 -40%
State Street
248
State Street
Massachusetts
$693K +$54.5K +708 +9%
JWCA
249
J.W. Cole Advisors
Florida
$681K -$360K -4,677 -35%
SRC
250
Sage Rhino Capital
California
$671K +$57.2K +744 +9%