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SPDR Bloomberg Convertible Securities ETF

457 hedge funds and large institutions have $2.42B invested in SPDR Bloomberg Convertible Securities ETF in 2023 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 103 increasing their positions, 193 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
457
Holders Change
-4
Holders Change %
-0.87%
% of All Funds
6.7%
Holding in Top 10
17
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-22.73%
% of All Funds
0.25%
New
68
Increased
103
Reduced
193
Closed
65
Calls
$3.17M
Puts
$1.34M
Net Calls
+$1.83M
Net Calls Change
+$1.93M
Name Holding Trade Value Shares
Change
Shares
Change %
MCCA
276
Mill Creek Capital Advisors
Pennsylvania
$337K
GA
277
Geller Advisors
New York
$331K +$2.53K +35 +0.8%
GFL
278
Granite FO LLC
New Hampshire
$329K
MIA
279
MeadowBrook Investment Advisors
Michigan
$322K +$322K +4,460 New
IAIM
280
International Assets Investment Management
Florida
$319K +$319K +4,426 New
FAM
281
Frontier Asset Management
Wyoming
$319K +$3.39K +47 +1%
CMS
282
Capital Market Strategies
Florida
$314K -$38.7K -537 -11%
TCA
283
Trifecta Capital Advisors
Illinois
$313K
BCG
284
Breakwater Capital Group
New Jersey
$312K +$312K +4,362 New
GAA
285
Guardian Asset Advisors
Pennsylvania
$312K +$312K +4,324 New
PPP
286
Private Portfolio Partners
New Jersey
$311K
Fidelity Investments
287
Fidelity Investments
Massachusetts
$310K +$1.88K +26 +0.6%
NS
288
NBC Securities
Alabama
$303K +$8.21K +114 +3%
EWM
289
EPG Wealth Management
Georgia
$302K +$1.86K +26 +0.6%
PTC
290
Private Trust Company
Ohio
$297K +$5.41K +75 +2%
LGA
291
Lebenthal Global Advisors
New York
$293K +$794 +11 +0.3%
RJT
292
Raymond James Trust
Florida
$289K -$124K -1,720 -30%
BFG
293
Berger Financial Group
Minnesota
$289K -$3.39K -47 -1%
FRA
294
Frank Rimerman Advisors
California
$289K
USCWA
295
U.S. Capital Wealth Advisors
Texas
$289K
OCM
296
Orion Capital Management
California
$289K
CPA
297
Cardiff Park Advisors
California
$289K
TWC
298
TD Waterhouse Canada
Ontario, Canada
$286K
CTFG
299
Capstone Triton Financial Group
Oklahoma
$284K -$55.6K -771 -16%
AFG
300
ABLE Financial Group
Arizona
$281K +$281K +3,888 New