CWB icon

SPDR Bloomberg Convertible Securities ETF

471 hedge funds and large institutions have $2.48B invested in SPDR Bloomberg Convertible Securities ETF in 2022 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 127 increasing their positions, 187 reducing their positions, and 43 closing their positions.

Holders
471
Holders Change
+16
Holders Change %
+3.52%
% of All Funds
7.6%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.27%
New
68
Increased
127
Reduced
187
Closed
43
Calls
$4.6M
Puts
$2.24M
Net Calls
+$2.37M
Net Calls Change
+$28.7M
Name Holding Trade Value Shares
Change
Shares
Change %
ASN
276
Advisory Services Network
Georgia
$374K -$31.6K -491 -8%
CA
277
Continuum Advisory
Idaho
$373K -$661K -10,281 -64%
KA
278
Kovack Advisors
Florida
$372K -$19.6K -305 -5%
CST
279
Charles Schwab Trust
Nevada
$367K
WAM
280
WFA Asset Management
Wisconsin
$363K +$3.8K +59 +1%
CA
281
CoreCap Advisors
Michigan
$361K -$21.4K -332 -6%
NRI
282
NFP Retirement Inc
California
$349K -$2.67M -41,553 -88%
EFL
283
ERn Financial LLC
Wisconsin
$348K +$515 +8 +0.1%
KWA
284
KCS Wealth Advisory
California
$347K
PFGIA
285
Patriot Financial Group Insurance Agency
Massachusetts
$338K -$10.5K -163 -3%
MC
286
Moors & Cabot
Massachusetts
$321K -$117K -1,817 -27%
TCA
287
Trifecta Capital Advisors
Illinois
$319K +$319K +4,960 New
CMS
288
Capital Market Strategies
Florida
$316K
SFA
289
Sequoia Financial Advisors
Ohio
$314K +$3.22K +50 +1%
Fidelity Investments
290
Fidelity Investments
Massachusetts
$312K +$50.3K +782 +19%
SEI Investments
291
SEI Investments
Pennsylvania
$305K -$125K -1,947 -29%
BFG
292
Bleakley Financial Group
New Jersey
$302K +$302K +4,701 New
MCCA
293
Mill Creek Capital Advisors
Pennsylvania
$300K +$300K +4,668 New
AWE
294
Avidian Wealth Enterprises
Texas
$300K -$121K -1,880 -29%
Comerica Bank
295
Comerica Bank
Texas
$300K
CPA
296
Court Place Advisors
Maryland
$299K
BFEC
297
Benjamin F. Edwards & Company
Missouri
$299K -$65.6K -1,019 -18%
WS
298
Wedbush Securities
California
$291K -$25K -388 -8%
GRP
299
Global Retirement Partners
California
$285K +$101K +1,572 +55%
TWC
300
TD Waterhouse Canada
Ontario, Canada
$282K -$48K -722 -15%