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SPDR Bloomberg Convertible Securities ETF

461 hedge funds and large institutions have $2.93B invested in SPDR Bloomberg Convertible Securities ETF in 2023 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 138 increasing their positions, 192 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
461
Holders Change
-12
Holders Change %
-2.54%
% of All Funds
7.35%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.35%
New
42
Increased
138
Reduced
192
Closed
51
Calls
$1.74M
Puts
$1.83M
Net Calls
-$91K
Net Calls Change
-$2.23M
Name Holding Trade Value Shares
Change
Shares
Change %
PI
276
PFG Investments
New York
$396K +$396K +5,844 New
AA
277
AlphaCentric Advisors
Puerto Rico
$396K -$12.2K -180 -3%
GTAM
278
Global Trust Asset Management
Florida
$393K -$8.75K -129 -2%
FWM
279
Focused Wealth Management
New York
$389K -$30.1K -444 -7%
RJT
280
Raymond James Trust
Florida
$388K -$976K -14,397 -72%
WAM
281
WFA Asset Management
Wisconsin
$388K +$1.83K +27 +0.5%
PAMG
282
Patton Albertson Miller Group
Tennessee
$386K +$386K +5,700 New
CST
283
Charles Schwab Trust
Nevada
$386K
WCM
284
Windham Capital Management
Massachusetts
$375K -$339 -5 -0.1%
GEA
285
Glen Eagle Advisors
New Jersey
$374K -$67.3K -993 -15%
EFL
286
ERn Financial LLC
Wisconsin
$367K +$271 +4 +0.1%
RW
287
RVW Wealth
California
$365K -$242K -3,573 -40%
RT
288
Rockland Trust
Massachusetts
$363K -$270K -3,976 -43%
CA
289
CoreCap Advisors
Michigan
$362K -$24.5K -362 -6%
EWM
290
Evercore Wealth Management
New York
$351K +$119K +1,759 +51%
SFA
291
Sequoia Financial Advisors
Ohio
$343K +$11.8K +174 +4%
LFAS
292
Level Four Advisory Services
Texas
$341K -$183K -2,698 -35%
CMS
293
Capital Market Strategies
Florida
$326K -$1.67K -25 -0.5%
BOS
294
Bank of Stockton
California
$319K -$10.4K -160 -3%
CTFG
295
Capstone Triton Financial Group
Oklahoma
$319K -$9.02K -133 -3%
SW
296
SVB Wealth
Massachusetts
$319K +$7.93K +117 +3%
MCCA
297
Mill Creek Capital Advisors
Pennsylvania
$316K
PA
298
PFG Advisors
Arizona
$314K -$6.41M -94,483 -95%
GA
299
Geller Advisors
New York
$309K +$309K +4,558 New
GFL
300
Granite FO LLC
New Hampshire
$309K