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SPDR Bloomberg Convertible Securities ETF

492 hedge funds and large institutions have $4.32B invested in SPDR Bloomberg Convertible Securities ETF in 2021 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 184 increasing their positions, 168 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
492
Holders Change
+12
Holders Change %
+2.5%
% of All Funds
8.59%
Holding in Top 10
32
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.88%
% of All Funds
0.56%
New
52
Increased
184
Reduced
168
Closed
38
Calls
$9.66M
Puts
$23.4M
Net Calls
-$13.8M
Net Calls Change
+$11.8M
Name Holding Trade Value Shares
Change
Shares
Change %
VFA
251
Values First Advisors
Tennessee
$967K -$106K -1,227 -10%
CA
252
Calton & Associates
Florida
$965K +$47.6K +549 +5%
BOS
253
Bank of Stockton
California
$962K -$179K -2,065 -16%
SWIG
254
Strategic Wealth Investment Group
Kentucky
$956K -$92K -1,060 -9%
Lazard Asset Management
255
Lazard Asset Management
New York
$954K -$916K
CGFA
256
Colton Groome Financial Advisors
North Carolina
$952K -$2.99M -34,438 -76%
CA
257
CGN Advisors
Kansas
$950K +$59.2K +683 +7%
SS
258
Sunbelt Securities
Texas
$934K +$135K +1,599 +17%
FMC
259
First Merchants Corp
Indiana
$924K
LWM
260
Loveless Wealth Management
Montana
$907K -$46K -530 -5%
SAM
261
SignalPoint Asset Management
Missouri
$906K -$18.4K -212 -2%
PPP
262
Private Portfolio Partners
New Jersey
$905K +$149K +1,714 +20%
VSWA
263
Vontobel Swiss Wealth Advisors
Switzerland
$899K +$371K +4,280 +70%
Koshinski Asset Management
264
Koshinski Asset Management
Illinois
$896K -$1.1M -12,628 -55%
SPC
265
Sigma Planning Corp
Michigan
$878K -$281K -3,247 -24%
EP
266
Eudaimonia Partners
Tennessee
$874K +$92.5K +1,067 +12%
EH
267
Equitable Holdings
New York
$872K -$8.59M -99,058 -91%
CCT
268
Capital City Trust
Florida
$868K
BJL
269
Brighton Jones LLC
Washington
$859K
CG
270
Colony Group
Massachusetts
$839K -$55.2K -636 -6%
NFG
271
Nations Financial Group
Iowa
$836K +$18.7K +215 +2%
LFASL
272
Lugano Financial Advisors SA (LFA)
Switzerland
$826K
WP
273
WealthSource Partners
California
$824K +$54.3K +626 +7%
DADC
274
D.A. Davidson & Co
Montana
$818K -$8.68K -100 -1%
EGA
275
E&G Advisors
Texas
$817K -$785K -9,424 Closed