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SPDR Bloomberg Convertible Securities ETF

437 hedge funds and large institutions have $2.04B invested in SPDR Bloomberg Convertible Securities ETF in 2023 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 115 increasing their positions, 178 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
437
Holders Change
-34
Holders Change %
-7.22%
% of All Funds
6.99%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.26%
New
49
Increased
115
Reduced
178
Closed
70
Calls
$2.29M
Puts
$12K
Net Calls
+$2.28M
Net Calls Change
-$83K
Name Holding Trade Value Shares
Change
Shares
Change %
TPWA
276
TRUE Private Wealth Advisors
Oregon
$280K +$5.84K +87 +2%
APW
277
Aurora Private Wealth
New Jersey
$279K +$268 +4 +0.1%
BFG
278
Berger Financial Group
Minnesota
$278K -$13K -194 -4%
PWP
279
Principle Wealth Partners
Connecticut
$277K
KPWS
280
Kestra Private Wealth Services
Texas
$277K +$23.2K +346 +9%
ES
281
Eagle Strategies
New York
$276K -$3.35K -50 -1%
Fidelity Investments
282
Fidelity Investments
Massachusetts
$275K -$50K -745 -15%
PTC
283
Private Trust Company
Ohio
$271K +$100K +1,491 +58%
USCWA
284
U.S. Capital Wealth Advisors
Texas
$271K -$12.9K -193 -5%
LGA
285
Lebenthal Global Advisors
New York
$271K +$335 +5 +0.1%
JFG
286
Jefferies Financial Group
New York
$269K -$131K -1,952 -33%
FRA
287
Frank Rimerman Advisors
California
$268K
OCM
288
Orion Capital Management
California
$268K
CPA
289
Cardiff Park Advisors
California
$268K
AWE
290
Avidian Wealth Enterprises
Texas
$268K -$45K -671 -14%
DWMG
291
DB Wealth Management Group
California
$265K +$4.49K +67 +2%
TWC
292
TD Waterhouse Canada
Ontario, Canada
$265K -$29.4K -425 -10%
DA
293
Detalus Advisors
Missouri
$262K -$1.14M -16,956 -81%
WS
294
Wedbush Securities
California
$261K -$42.1K -628 -14%
SFG
295
Summit Financial Group
West Virginia
$260K
JIR
296
James Investment Research
Ohio
$258K -$13.4K -200 -5%
CPSAC
297
Chas P. Smith & Associates (CPS)
Florida
$258K
FHC
298
First Heartland Consultants
Missouri
$244K -$2.95K -44 -1%
PFGIA
299
Patriot Financial Group Insurance Agency
Massachusetts
$243K -$109K -1,629 -31%
CG
300
Colony Group
Massachusetts
$241K +$241K +3,597 New