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SPDR Bloomberg Convertible Securities ETF

488 hedge funds and large institutions have $4.23B invested in SPDR Bloomberg Convertible Securities ETF in 2021 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 195 increasing their positions, 155 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
488
Holders Change
-4
Holders Change %
-0.81%
% of All Funds
8.57%
Holding in Top 10
33
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.13%
% of All Funds
0.58%
New
45
Increased
195
Reduced
155
Closed
40
Calls
$350M
Puts
$129M
Net Calls
+$221M
Net Calls Change
+$235M
Name Holding Trade Value Shares
Change
Shares
Change %
CCG
251
Chatham Capital Group
Georgia
$1.01M
RW
252
RVW Wealth
California
$1M +$1.86K +17 +0.2%
PPP
253
Private Portfolio Partners
New Jersey
$992K +$102K +1,193 +11%
BF
254
BOK Financial
Oklahoma
$992K +$992K +11,626 New
OPA
255
Old Port Advisors
Maine
$974K -$275K -3,215 -22%
IWM
256
IHT Wealth Management
Illinois
$973K +$483K +5,662 +99%
MSAM
257
Moloney Securities Asset Management
Missouri
$968K -$72.3K -847 -7%
MC
258
Moors & Cabot
Massachusetts
$959K -$26.8K -313 -3%
CA
259
Calton & Associates
Florida
$953K +$3.58K +42 +0.4%
SWIG
260
Strategic Wealth Investment Group
Kentucky
$950K +$8.37K +98 +0.9%
DIM
261
Delta Investment Management
California
$948K -$12.6K -147 -1%
Lazard Asset Management
262
Lazard Asset Management
New York
$938K -$954K
CGFA
263
Colton Groome Financial Advisors
North Carolina
$934K -$2.56K -30 -0.3%
SS
264
Sunbelt Securities
Texas
$934K
FMC
265
First Merchants Corp
Indiana
$909K
JG
266
Jefferies Group
New York
$896K +$419K +4,908 +88%
BJL
267
Brighton Jones LLC
Washington
$887K +$41.9K +491 +5%
Vontobel Holding
268
Vontobel Holding
Switzerland
$885K +$885K +10,371 New
SAM
269
SignalPoint Asset Management
Missouri
$856K -$35.5K -416 -4%
CCT
270
Capital City Trust
Florida
$854K
BCP
271
Blackhawk Capital Partners
Wisconsin
$846K +$327K +3,837 +63%
Baird Financial Group
272
Baird Financial Group
Wisconsin
$841K -$296K -3,468 -26%
IB
273
Intrust Bank
Kansas
$837K -$268K -3,139 -24%
HAS
274
HBW Advisory Services
California
$833K +$833K +9,761 New
LWM
275
Loveless Wealth Management
Montana
$827K -$65.3K -765 -7%