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SPDR Bloomberg Convertible Securities ETF

457 hedge funds and large institutions have $2.42B invested in SPDR Bloomberg Convertible Securities ETF in 2023 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 103 increasing their positions, 193 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
457
Holders Change
-4
Holders Change %
-0.87%
% of All Funds
6.7%
Holding in Top 10
17
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-22.73%
% of All Funds
0.25%
New
68
Increased
103
Reduced
193
Closed
65
Calls
$3.17M
Puts
$1.34M
Net Calls
+$1.83M
Net Calls Change
+$1.93M
Name Holding Trade Value Shares
Change
Shares
Change %
Qube Research & Technologies (QRT)
226
Qube Research & Technologies (QRT)
United Kingdom
$563K +$563K +7,806 New
CWM
227
Connecticut Wealth Management
Connecticut
$563K
Susquehanna International Group
228
Susquehanna International Group
Pennsylvania
$561K -$939K -13,018 -63%
CPL
229
CAP Partners LLC
Tennessee
$560K +$560K +7,766 New
MCM
230
MV Capital Management
Maryland
$554K
HWM
231
HB Wealth Management
Georgia
$542K
DFG
232
Delta Financial Group
New Jersey
$525K -$56.3K -781 -10%
SP
233
Stablepoint Partners
Massachusetts
$522K +$522K +7,234 New
SWM
234
Spire Wealth Management
Virginia
$516K -$27.1K -381 -5%
LCWP
235
Legacy Capital Wealth Partners
Arkansas
$510K -$177K -2,447 -26%
SCG
236
Sonata Capital Group
Washington
$493K -$70.3K -975 -12%
CAI
237
Capital Advisors Inc
Oklahoma
$479K
HCM
238
Hengehold Capital Management
Ohio
$477K
SC
239
Seldon Capital
California
$472K
AWA
240
Acorn Wealth Advisors
Michigan
$472K -$47.1K -653 -9%
BS
241
Banco Santander
Spain
$470K -$46.9K -650 -9%
KeyBank National Association
242
KeyBank National Association
Ohio
$459K +$459K +6,368 New
SCA
243
Snowden Capital Advisors
New York
$455K +$144 +2 +0%
KA
244
Kovack Advisors
Florida
$451K +$505 +7 +0.1%
SSA
245
Schonfeld Strategic Advisors
New York
$443K +$443K +6,140 New
PF
246
Parker Financial
Washington
$441K +$441K +6,115 New
SPC
247
Sigma Planning Corp
Michigan
$436K -$1.32M -18,226 -75%
OPA
248
Old Port Advisors
Maine
$436K -$7.58K -105 -2%
LWM
249
LongView Wealth Management
Georgia
$433K +$433K +6,094 New
SFP
250
Strategic Financial Partners
Oregon
$430K +$430K +5,955 New