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SPDR Bloomberg Convertible Securities ETF

464 hedge funds and large institutions have $2.23B invested in SPDR Bloomberg Convertible Securities ETF in 2024 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 138 increasing their positions, 171 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
464
Holders Change
+7
Holders Change %
+1.53%
% of All Funds
6.73%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.2%
New
51
Increased
138
Reduced
171
Closed
37
Calls
$1.19M
Puts
$716K
Net Calls
+$475K
Net Calls Change
-$1.36M
Name Holding Trade Value Shares
Change
Shares
Change %
FA
276
Faithward Advisors
Pennsylvania
$394K +$73 +1 +0%
Qube Research & Technologies (QRT)
277
Qube Research & Technologies (QRT)
United Kingdom
$391K -$180K -2,458 -31%
JWCA
278
J.W. Coons Advisors
Ohio
$389K -$9.5K -130 -2%
CRWM
279
Castle Rock Wealth Management
California
$388K -$4.21K -60 -1%
KeyBank National Association
280
KeyBank National Association
Ohio
$388K -$77.5K -1,061 -17%
Fidelity Investments
281
Fidelity Investments
Massachusetts
$384K +$70.1K +960 +22%
CA
282
CoreCap Advisors
Michigan
$373K +$365 +5 +0.1%
MCC
283
Money Concepts Capital
Florida
$370K +$120K +1,642 +48%
AA
284
AlphaCentric Advisors
Puerto Rico
$363K -$19.7K -270 -5%
FPAS
285
Focus Partners Advisor Solutions
Missouri
$360K -$55.4K -759 -13%
GTAM
286
Global Trust Asset Management
Florida
$357K -$5.48K -75 -2%
VCM
287
Virtue Capital Management
Tennessee
$353K +$353K +4,937 New
IA
288
IFP Advisors
Florida
$351K -$1.52M -20,830 -81%
LFAS
289
Level Four Advisory Services
Texas
$346K
BOS
290
Bank of Stockton
California
$343K -$14.6K -200 -4%
FWM
291
Focused Wealth Management
New York
$340K -$19.7K -270 -5%
FAM
292
Frontier Asset Management
Wyoming
$339K +$16.4K +225 +5%
GA
293
Geller Advisors
New York
$339K +$3.87K +53 +1%
GFL
294
Granite FO LLC
New Hampshire
$336K
IAIM
295
International Assets Investment Management
Florida
$331K +$8.73K +120 +3%
MCCA
296
Mill Creek Capital Advisors
Pennsylvania
$326K -$14.8K -203 -4%
MIA
297
MeadowBrook Investment Advisors
Michigan
$326K
RJT
298
Raymond James Trust
Florida
$323K +$30.3K +415 +10%
Cerity Partners
299
Cerity Partners
New York
$320K -$389K -5,331 -55%
GAA
300
Guardian Asset Advisors
Pennsylvania
$316K +$73 +1 +0%