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SPDR Bloomberg Convertible Securities ETF

455 hedge funds and large institutions have $2.31B invested in SPDR Bloomberg Convertible Securities ETF in 2022 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 134 increasing their positions, 167 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
455
Holders Change
-1
Holders Change %
-0.22%
% of All Funds
7.87%
Holding in Top 10
17
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-22.73%
% of All Funds
0.29%
New
49
Increased
134
Reduced
167
Closed
44
Calls
$4.73M
Puts
$31.1M
Net Calls
-$26.4M
Net Calls Change
+$4.05M
Name Holding Trade Value Shares
Change
Shares
Change %
SCG
226
Sonata Capital Group
Washington
$586K -$158K -2,500 -21%
RW
227
RVW Wealth
California
$583K
IWC
228
Integrated Wealth Concepts
Massachusetts
$579K -$305K -4,824 -35%
LFA
229
Laraway Financial Advisors
Minnesota
$571K
CWM
230
Connecticut Wealth Management
Connecticut
$563K -$255K -4,035 -31%
WMR
231
Wealth Management Resources
Rhode Island
$563K +$84.5K +1,335 +18%
State Street
232
State Street
Massachusetts
$560K
MCM
233
MV Capital Management
Maryland
$556K -$50.8K -803 -8%
HCM
234
Hengehold Capital Management
Ohio
$549K
DADC
235
D.A. Davidson & Co
Montana
$549K +$8.55K +135 +2%
JWCA
236
J.W. Cole Advisors
Florida
$543K +$2.34K +37 +0.4%
SRC
237
Sage Rhino Capital
California
$542K -$27.7K -438 -5%
HWM
238
HB Wealth Management
Georgia
$531K
Simplex Trading
239
Simplex Trading
Illinois
$525K +$525K +8,296 New
CRWM
240
Castle Rock Wealth Management
California
$522K +$828 +13 +0.2%
Koshinski Asset Management
241
Koshinski Asset Management
Illinois
$522K +$5.32K +84 +1%
AWA
242
Acorn Wealth Advisors
Michigan
$520K -$380 -6 -0.1%
GEA
243
Glen Eagle Advisors
New Jersey
$517K -$86.2K -1,362 -14%
OPA
244
Old Port Advisors
Maine
$505K -$117K -1,785 -19%
BAM
245
Belpointe Asset Management
Nevada
$503K +$30.6K +483 +6%
PCIA
246
Prime Capital Investment Advisors
Kansas
$501K -$4.03M -63,685 -89%
BIA
247
Bigelow Investment Advisors
Maine
$495K +$57.5K +909 +13%
LWAC
248
Laurel Wealth Advisors (California)
California
$495K +$117K +1,850 +31%
BOS
249
Bank of Stockton
California
$479K
FW
250
FirstPurpose Wealth
Utah
$472K +$472K +7,455 New