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SPDR Bloomberg Convertible Securities ETF

464 hedge funds and large institutions have $2.23B invested in SPDR Bloomberg Convertible Securities ETF in 2024 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 138 increasing their positions, 171 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
464
Holders Change
+7
Holders Change %
+1.53%
% of All Funds
6.73%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.2%
New
51
Increased
138
Reduced
171
Closed
37
Calls
$1.19M
Puts
$716K
Net Calls
+$475K
Net Calls Change
-$1.36M
Name Holding Trade Value Shares
Change
Shares
Change %
SFP
251
Strategic Financial Partners
Oregon
$466K +$31.5K +431 +7%
SCA
252
Snowden Capital Advisors
New York
$460K -$292 -4 -0.1%
KWA
253
Kingswood Wealth Advisors
California
$460K +$460K +6,295 New
KA
254
Kovack Advisors
Florida
$457K +$146 +2 +0%
SAG
255
SageView Advisory Group
California
$456K +$456K +12,728 New
LWM
256
LongView Wealth Management
Georgia
$446K +$950 +13 +0.2%
HWAM
257
Hennion & Walsh Asset Management
New Jersey
$436K -$519K -7,107 -54%
BPA
258
Beacon Pointe Advisors
California
$429K +$429K +5,876 New
AWE
259
Avidian Wealth Enterprises
Texas
$429K +$85.8K +1,175 +25%
HCM
260
Highview Capital Management
Illinois
$428K
DL
261
DOHJ LLC
Washington
$423K +$423K +5,795 New
WAM
262
WFA Asset Management
Wisconsin
$422K +$1.24K +17 +0.3%
OPA
263
Old Port Advisors
Maine
$419K -$22.2K -304 -5%
CST
264
Charles Schwab Trust
Nevada
$416K
CW
265
CreativeOne Wealth
Kansas
$406K +$406K +5,560 New
BIA
266
Bigelow Investment Advisors
Maine
$405K -$2.34K -32 -0.6%
RW
267
RVW Wealth
California
$402K +$2.05K +28 +0.5%
TWC
268
TD Waterhouse Canada
Ontario, Canada
$401K +$60.1K +688 +18%
SWP
269
Stratos Wealth Partners
Ohio
$401K -$1.17K -16 -0.3%
WCM
270
Windham Capital Management
Massachusetts
$401K
FMWA
271
Forvis Mazars Wealth Advisors
Missouri
$400K +$400K +5,476 New
ARC
272
Advisor Resource Council
Texas
$399K +$399K +5,535 New
GEA
273
Glen Eagle Advisors
New Jersey
$398K -$730 -10 -0.2%
EFL
274
ERn Financial LLC
Wisconsin
$396K +$219 +3 +0.1%
MC
275
Moors & Cabot
Massachusetts
$395K -$18.3K -250 -4%