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SPDR Bloomberg Convertible Securities ETF

484 hedge funds and large institutions have $2.98B invested in SPDR Bloomberg Convertible Securities ETF in 2022 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 141 increasing their positions, 212 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
484
Holders Change
-35
Holders Change %
-6.74%
% of All Funds
7.66%
Holding in Top 10
25
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.71%
% of All Funds
0.4%
New
42
Increased
141
Reduced
212
Closed
70
Calls
$1.98M
Puts
$28.5M
Net Calls
-$26.5M
Net Calls Change
+$53.2M
Name Holding Trade Value Shares
Change
Shares
Change %
GTAM
276
Global Trust Asset Management
Florida
$540K +$154 +2 +0%
BIA
277
Bigelow Investment Advisors
Maine
$537K +$86.3K +1,121 +19%
FMII
278
Farmers & Merchants Investments Inc
Nebraska
$531K +$268K +3,480 +102%
KF
279
Krilogy Financial
Missouri
$509K +$21.3K +277 +4%
KA
280
Kovack Advisors
Florida
$501K -$231K -3,009 -32%
CIBC Private Wealth Group
281
CIBC Private Wealth Group
Georgia
$488K -$2.38K -31 -0.5%
NFG
282
Nations Financial Group
Iowa
$481K -$603K -7,837 -56%
TPWA
283
TRUE Private Wealth Advisors
Oregon
$468K -$409K -5,665 -47%
GCMG
284
Gyroscope Capital Management Group
Florida
$467K +$7.92K +103 +2%
IWM
285
IHT Wealth Management
Illinois
$464K -$102K -1,325 -18%
CTFG
286
Capstone Triton Financial Group
Oklahoma
$457K -$11K -154 -2%
FPS
287
Fieldpoint Private Securities
Connecticut
$456K -$492K -6,392 -52%
PFGIA
288
Patriot Financial Group Insurance Agency
Massachusetts
$448K -$94.2K -1,224 -17%
IWC
289
Integrated Wealth Concepts
Massachusetts
$446K -$68.8K -895 -13%
CST
290
Charles Schwab Trust
Nevada
$439K +$37.3K +484 +9%
FIA
291
Foundations Investment Advisors
Arizona
$431K +$101K +1,340 +31%
MPPLM
292
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$429K -$1.53M -19,951 -78%
WAM
293
WFA Asset Management
Wisconsin
$426K +$1K +13 +0.2%
GWAG
294
Garrett Wealth Advisory Group
Texas
$421K -$98.7K -1,283 -19%
KWA
295
KCS Wealth Advisory
California
$418K -$7.76K -101 -2%
SEI Investments
296
SEI Investments
Pennsylvania
$416K -$7.97M -103,902 -95%
EFL
297
ERn Financial LLC
Wisconsin
$415K +$154 +2 +0%
EFS
298
Essex Financial Services
Connecticut
$411K -$8.78K -114 -2%
LA
299
Lifeworks Advisors
Michigan
$403K +$38.5K +500 +11%
SG
300
StoneX Group
New York
$402K -$69.7K -906 -15%