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SPDR Bloomberg Convertible Securities ETF

457 hedge funds and large institutions have $2.42B invested in SPDR Bloomberg Convertible Securities ETF in 2023 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 103 increasing their positions, 193 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
457
Holders Change
-4
Holders Change %
-0.87%
% of All Funds
6.7%
Holding in Top 10
17
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-22.73%
% of All Funds
0.25%
New
68
Increased
103
Reduced
193
Closed
65
Calls
$3.17M
Puts
$1.34M
Net Calls
+$1.83M
Net Calls Change
+$1.93M
Name Holding Trade Value Shares
Change
Shares
Change %
HCM
251
Highview Capital Management
Illinois
$422K
WAM
252
WFA Asset Management
Wisconsin
$416K +$3.46K +48 +0.8%
CST
253
Charles Schwab Trust
Nevada
$411K
FPAS
254
Focus Partners Advisor Solutions
Missouri
$410K +$410K +5,684 New
MC
255
Moors & Cabot
Massachusetts
$408K +$108K +1,500 +36%
BIA
256
Bigelow Investment Advisors
Maine
$403K -$101K -1,400 -20%
SWP
257
Stratos Wealth Partners
Ohio
$398K -$32.3K -447 -8%
WCM
258
Windham Capital Management
Massachusetts
$396K -$2.89K -40 -0.7%
CRWM
259
Castle Rock Wealth Management
California
$395K -$166K -2,349 -30%
WP
260
WealthSource Partners
California
$395K -$60.6K -840 -13%
RW
261
RVW Wealth
California
$395K +$6.78K +94 +2%
JWCA
262
J.W. Coons Advisors
Ohio
$394K -$241K -3,340 -38%
GEA
263
Glen Eagle Advisors
New Jersey
$394K -$3.61K -50 -0.9%
EFL
264
ERn Financial LLC
Wisconsin
$384K +$495 +7 +0.1%
FA
265
Faithward Advisors
Pennsylvania
$382K -$137K -1,937 -26%
AA
266
AlphaCentric Advisors
Puerto Rico
$378K -$42.7K -592 -10%
CA
267
CoreCap Advisors
Michigan
$368K -$16.7K -231 -4%
WWG
268
West Wealth Group
California
$367K -$142K -1,974 -28%
GTAM
269
Global Trust Asset Management
Florida
$358K -$59.7K -827 -14%
FWM
270
Focused Wealth Management
New York
$355K -$58.8K -815 -14%
BOS
271
Bank of Stockton
California
$348K
CF
272
Centaurus Financial
California
$348K -$133K -1,839 -28%
LFAS
273
Level Four Advisory Services
Texas
$346K -$16.3K -226 -4%
RL
274
Retireful LLC
Michigan
$345K -$120K -1,665 -26%
AWE
275
Avidian Wealth Enterprises
Texas
$339K +$31.7K +439 +10%