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SPDR Bloomberg Convertible Securities ETF

488 hedge funds and large institutions have $4.23B invested in SPDR Bloomberg Convertible Securities ETF in 2021 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 195 increasing their positions, 155 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
488
Holders Change
-4
Holders Change %
-0.81%
% of All Funds
8.57%
Holding in Top 10
33
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.13%
% of All Funds
0.58%
New
45
Increased
195
Reduced
155
Closed
40
Calls
$350M
Puts
$129M
Net Calls
+$221M
Net Calls Change
+$235M
Name Holding Trade Value Shares
Change
Shares
Change %
CG
276
Colony Group
Massachusetts
$824K -$1.54K -18 -0.2%
EH
277
Equitable Holdings
New York
$814K -$44.7K -523 -5%
LFASL
278
Lugano Financial Advisors SA (LFA)
Switzerland
$813K
WP
279
WealthSource Partners
California
$811K
EGA
280
E&G Advisors
Texas
$804K +$804K +9,422 New
SDWMA
281
Schneider Downs Wealth Management Advisors
Pennsylvania
$800K
WAM
282
WealthTrust Asset Management
Florida
$799K +$569K +6,665 +247%
DADC
283
D.A. Davidson & Co
Montana
$764K -$40.4K -473 -5%
Bank Julius Baer & Co
284
Bank Julius Baer & Co
Switzerland
$751K -$3.76K -44 -0.5%
HCM
285
Hengehold Capital Management
Ohio
$740K -$6.83K -80 -0.9%
Qube Research & Technologies (QRT)
286
Qube Research & Technologies (QRT)
United Kingdom
$728K -$24.1M -282,127 -97%
SRC
287
Sage Rhino Capital
California
$727K -$19.8K -232 -3%
PCWA
288
Pacific Capital Wealth Advisors
California
$725K +$256 +3 +0%
HB
289
Homrich & Berg
Georgia
$716K -$14.9K -175 -2%
SWM
290
Spire Wealth Management
Virginia
$711K +$1.45K +17 +0.2%
GWAG
291
Garrett Wealth Advisory Group
Texas
$710K -$21.6K -253 -3%
GP
292
Geneva Partners
Wisconsin
$676K +$6.57K +77 +1%
FIM
293
Fernwood Investment Management
Massachusetts
$673K +$673K +7,880 New
FWM
294
Focused Wealth Management
New York
$659K -$597 -7 -0.1%
AWA
295
Acorn Wealth Advisors
Michigan
$648K +$5.03K +59 +0.8%
TCM
296
Telos Capital Management
California
$634K +$8.45K +99 +1%
NFG
297
Next Financial Group
Texas
$630K +$1.32K +13 +0.2%
MFW
298
Meristem Family Wealth
Minnesota
$628K -$11.9K -140 -2%
GTAM
299
Global Trust Asset Management
Florida
$627K +$256 +3 +0%
M&T Bank
300
M&T Bank
New York
$613K