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SPDR Bloomberg Convertible Securities ETF

519 hedge funds and large institutions have $4.03B invested in SPDR Bloomberg Convertible Securities ETF in 2021 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 168 increasing their positions, 175 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
519
Holders Change
+31
Holders Change %
+6.35%
% of All Funds
8.02%
Holding in Top 10
28
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-15.15%
% of All Funds
0.43%
New
98
Increased
168
Reduced
175
Closed
60
Calls
$3.47M
Puts
$83.2M
Net Calls
-$79.8M
Net Calls Change
-$301M
Name Holding Trade Value Shares
Change
Shares
Change %
PFA
276
Professional Financial Advisors
Nebraska
$771K +$771K +9,296 New
WP
277
WealthSource Partners
California
$766K -$22.3K -269 -3%
RW
278
RVW Wealth
California
$762K +$3.98K +48 +0.5%
DADC
279
D.A. Davidson & Co
Montana
$743K
Bank Julius Baer & Co
280
Bank Julius Baer & Co
Switzerland
$730K
BAM
281
Belpointe Asset Management
Nevada
$729K -$681K -8,208 -48%
SWM
282
Spire Wealth Management
Virginia
$725K +$33.3K +401 +5%
HCM
283
Hengehold Capital Management
Ohio
$720K
HWM
284
HB Wealth Management
Georgia
$707K +$707K +8,522 New
PCWA
285
Pacific Capital Wealth Advisors
California
$706K +$1.08K +13 +0.2%
SCP
286
Silverleafe Capital Partners
Tennessee
$693K -$606K -7,312 -47%
State Street
287
State Street
Massachusetts
$688K +$688K +8,292 New
MSAM
288
Moloney Securities Asset Management
Missouri
$669K -$272K -3,278 -29%
GP
289
Geneva Partners
Wisconsin
$667K +$9.38K +113 +1%
AWA
290
Acorn Wealth Advisors
Michigan
$665K +$35.1K +423 +6%
SRC
291
Sage Rhino Capital
California
$662K -$44.7K -539 -6%
Mercer Global Advisors
292
Mercer Global Advisors
Colorado
$652K -$1.28M -15,402 -66%
CRWM
293
Castle Rock Wealth Management
California
$638K -$752K -9,900 -54%
CC
294
Commons Capital
Massachusetts
$615K +$615K +7,417 New
M&T Bank
295
M&T Bank
New York
$613K +$17.1K +206 +3%
IWM
296
IHT Wealth Management
Illinois
$610K -$336K -4,048 -35%
TCM
297
Telos Capital Management
California
$609K -$7.3K -88 -1%
AWM
298
Accel Wealth Management
Iowa
$607K +$607K +7,326 New
FWM
299
Focused Wealth Management
New York
$599K -$41.9K -505 -7%
NSB
300
Norway Savings Bank
Maine
$597K +$163K +1,966 +38%