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SPDR Bloomberg Convertible Securities ETF

437 hedge funds and large institutions have $2.04B invested in SPDR Bloomberg Convertible Securities ETF in 2023 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 115 increasing their positions, 178 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
437
Holders Change
-34
Holders Change %
-7.22%
% of All Funds
6.99%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.26%
New
49
Increased
115
Reduced
178
Closed
70
Calls
$2.29M
Puts
$12K
Net Calls
+$2.28M
Net Calls Change
-$83K
Name Holding Trade Value Shares
Change
Shares
Change %
BAM
251
Belpointe Asset Management
Nevada
$416K -$96.9K -1,445 -19%
PPP
252
Private Portfolio Partners
New Jersey
$413K -$189K -2,818 -31%
GTAM
253
Global Trust Asset Management
Florida
$397K -$66.1K -986 -14%
Thrivent Financial for Lutherans
254
Thrivent Financial for Lutherans
Minnesota
$389K +$389K +5,861 New
KA
255
Kovack Advisors
Florida
$388K +$201 +3 +0.1%
CST
256
Charles Schwab Trust
Nevada
$382K
WAM
257
WFA Asset Management
Wisconsin
$380K +$1.21K +18 +0.3%
MC
258
Moors & Cabot
Massachusetts
$373K +$38K +567 +11%
EFL
259
ERn Financial LLC
Wisconsin
$363K +$201 +3 +0.1%
CTFG
260
Capstone Triton Financial Group
Oklahoma
$361K -$43.4K -647 -11%
PCIA
261
Prime Capital Investment Advisors
Kansas
$352K -$66.9K -997 -16%
KWA
262
KCS Wealth Advisory
California
$334K -$27.6K -412 -8%
EWM
263
EPG Wealth Management
Georgia
$330K +$156K +2,330 +90%
SFA
264
Sequoia Financial Advisors
Ohio
$327K
BF
265
BOK Financial
Oklahoma
$322K -$169K -2,521 -34%
Koshinski Asset Management
266
Koshinski Asset Management
Illinois
$321K -$95.8K -1,429 -23%
SEI Investments
267
SEI Investments
Pennsylvania
$320K +$2.35K +35 +0.7%
CW
268
Channel Wealth
California
$315K +$315K +4,691 New
MCCA
269
Mill Creek Capital Advisors
Pennsylvania
$313K
CPA
270
Court Place Advisors
Maryland
$312K
TCA
271
Trifecta Capital Advisors
Illinois
$311K -$21.8K -325 -7%
GRP
272
Global Retirement Partners
California
$301K +$10.5K +161 +4%
GFL
273
Granite FO LLC
New Hampshire
$301K +$301K +4,556 New
BFG
274
Bleakley Financial Group
New Jersey
$283K -$31.9K -475 -10%
SS
275
Simplicity Solutions
Minnesota
$283K +$283K +4,226 New