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SPDR Bloomberg Convertible Securities ETF

484 hedge funds and large institutions have $2.98B invested in SPDR Bloomberg Convertible Securities ETF in 2022 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 141 increasing their positions, 212 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
484
Holders Change
-35
Holders Change %
-6.74%
% of All Funds
7.66%
Holding in Top 10
25
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.71%
% of All Funds
0.4%
New
42
Increased
141
Reduced
212
Closed
70
Calls
$1.98M
Puts
$28.5M
Net Calls
-$26.5M
Net Calls Change
+$53.2M
Name Holding Trade Value Shares
Change
Shares
Change %
EH
251
Equitable Holdings
New York
$668K -$67.8K -881 -9%
HCM
252
Hengehold Capital Management
Ohio
$667K
DADC
253
D.A. Davidson & Co
Montana
$657K -$32.2K -418 -5%
PCWA
254
Pacific Capital Wealth Advisors
California
$655K +$154 +2 +0%
CA
255
Cetera Advisors
Colorado
$654K -$1.28M -16,599 -66%
HWM
256
HB Wealth Management
Georgia
$650K -$5.77K -75 -0.9%
TCM
257
Telos Capital Management
California
$649K +$83.6K +1,086 +15%
SWM
258
Spire Wealth Management
Virginia
$648K -$23.7K -308 -4%
AWA
259
Acorn Wealth Advisors
Michigan
$631K +$13.9K +180 +2%
Vontobel Holding
260
Vontobel Holding
Switzerland
$629K -$169K -2,200 -21%
GP
261
Geneva Partners
Wisconsin
$627K +$8.47K +110 +1%
CRWM
262
Castle Rock Wealth Management
California
$621K -$11.8K -156 -2%
AWE
263
Avidian Wealth Enterprises
Texas
$614K +$157K +2,045 +34%
MSAM
264
Moloney Securities Asset Management
Missouri
$607K -$13.5K -175 -2%
LAS
265
Lloyd Advisory Services
Georgia
$604K +$552K +7,177 +1,071%
WS
266
Wedbush Securities
California
$584K -$919K -11,939 -61%
BAM
267
Belpointe Asset Management
Nevada
$575K -$101K -1,308 -15%
NSB
268
Norway Savings Bank
Maine
$574K +$19.9K +259 +4%
CC
269
Commons Capital
Massachusetts
$571K +$538 +7 +0.1%
GSEP
270
Golden State Equity Partners
California
$568K +$568K +7,382 New
SCA
271
Snowden Capital Advisors
New York
$561K +$234K +3,040 +71%
OPS
272
Orion Portfolio Solutions
Nebraska
$559K -$20.9M -271,051 -97%
HCM
273
Highview Capital Management
Illinois
$555K +$24.4K +317 +5%
M&T Bank
274
M&T Bank
New York
$553K -$15.9K -206 -3%
FWM
275
Focused Wealth Management
New York
$547K -$8.31K -108 -1%