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SPDR Bloomberg Convertible Securities ETF

519 hedge funds and large institutions have $4.03B invested in SPDR Bloomberg Convertible Securities ETF in 2021 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 168 increasing their positions, 175 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
519
Holders Change
+31
Holders Change %
+6.35%
% of All Funds
8.02%
Holding in Top 10
28
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-15.15%
% of All Funds
0.43%
New
98
Increased
168
Reduced
175
Closed
60
Calls
$3.47M
Puts
$83.2M
Net Calls
-$79.8M
Net Calls Change
-$301M
Name Holding Trade Value Shares
Change
Shares
Change %
Invesco
251
Invesco
Georgia
$913K -$122K -1,471 -12%
Lazard Asset Management
252
Lazard Asset Management
New York
$912K -$938K
SWIG
253
Strategic Wealth Investment Group
Kentucky
$908K -$14.4K -173 -2%
BOS
254
Bank of Stockton
California
$899K -$91.2K -1,100 -9%
OPA
255
Old Port Advisors
Maine
$890K -$26.3K -327 -3%
FMC
256
First Merchants Corp
Indiana
$884K
LSC
257
Logan Stone Capital
Illinois
$874K +$874K +10,530 New
LFA
258
Laraway Financial Advisors
Minnesota
$872K +$872K +10,520 New
JG
259
Jefferies Group
New York
$871K
CGFA
260
Colton Groome Financial Advisors
North Carolina
$864K -$44K -530 -5%
BJL
261
Brighton Jones LLC
Washington
$863K +$498 +6 +0.1%
Vontobel Holding
262
Vontobel Holding
Switzerland
$860K
MC
263
Moors & Cabot
Massachusetts
$844K -$85.9K -1,035 -9%
CCT
264
Capital City Trust
Florida
$822K -$8.3K -100 -1%
Baird Financial Group
265
Baird Financial Group
Wisconsin
$820K +$2.74K +33 +0.3%
VAG
266
VisionPoint Advisory Group
Texas
$818K -$57.5K -750 -7%
IB
267
Intrust Bank
Kansas
$813K
SAM
268
SignalPoint Asset Management
Missouri
$812K -$19.7K -237 -2%
LWM
269
Loveless Wealth Management
Montana
$800K -$4.15K -50 -0.5%
TCFP
270
Treasure Coast Financial Planning
Florida
$796K +$796K +9,593 New
EH
271
Equitable Holdings
New York
$793K +$2.24K +27 +0.3%
KA
272
Kovack Advisors
Florida
$790K -$608K -7,330 -43%
Citadel Advisors
273
Citadel Advisors
Florida
$785K +$785K +9,459 New
EGA
274
E&G Advisors
Texas
$781K -$332 -4 -0%
SDWMA
275
Schneider Downs Wealth Management Advisors
Pennsylvania
$778K