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SPDR Bloomberg Convertible Securities ETF

437 hedge funds and large institutions have $2.04B invested in SPDR Bloomberg Convertible Securities ETF in 2023 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 115 increasing their positions, 178 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
437
Holders Change
-34
Holders Change %
-7.22%
% of All Funds
6.99%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.26%
New
49
Increased
115
Reduced
178
Closed
70
Calls
$2.29M
Puts
$12K
Net Calls
+$2.28M
Net Calls Change
-$83K
Name Holding Trade Value Shares
Change
Shares
Change %
DFG
226
Delta Financial Group
New Jersey
$540K +$134 +2 +0%
IWM
227
IHT Wealth Management
Illinois
$539K +$21.7K +324 +4%
CCM
228
Crabel Capital Management
California
$516K +$516K +7,695 New
MCM
229
MV Capital Management
Maryland
$515K
BIA
230
Bigelow Investment Advisors
Maine
$508K -$497K -7,720 Closed
HWM
231
HB Wealth Management
Georgia
$504K
AWA
232
Acorn Wealth Advisors
Michigan
$497K -$11.1K -166 -2%
CWM
233
Calamos Wealth Management
Illinois
$492K -$8.37M -124,771 -94%
CAI
234
Capital Advisors Inc
Oklahoma
$485K -$181K -2,700 -27%
SFG
235
StrategIQ Financial Group
Indiana
$477K +$477K +7,112 New
National Bank of Canada
236
National Bank of Canada
Quebec, Canada
$477K +$260K +3,880 +120%
AAS
237
Avantax Advisory Services
Texas
$475K +$33.4K +498 +8%
OPA
238
Old Port Advisors
Maine
$473K -$4.74K -71 -1%
MSAM
239
Moloney Securities Asset Management
Missouri
$462K
CF
240
Centaurus Financial
California
$451K -$939K -13,985 -68%
SCA
241
Snowden Capital Advisors
New York
$448K -$42.5K -634 -9%
FWM
242
Focused Wealth Management
New York
$444K -$12K -179 -3%
Manulife (Manufacturers Life Insurance)
243
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$432K +$432K +6,439 New
GEA
244
Glen Eagle Advisors
New Jersey
$428K -$11.2K -167 -3%
Bank of New York Mellon
245
Bank of New York Mellon
New York
$426K +$181K +2,695 +74%
KF
246
Krilogy Financial
Missouri
$422K -$32.3K -482 -7%
BOS
247
Bank of Stockton
California
$420K
BAM
248
BTS Asset Management
Massachusetts
$418K
FHA
249
Flagship Harbor Advisors
Massachusetts
$416K +$416K +6,208 New
KW
250
KWB Wealth
California
$416K +$9.52K +148 +2%