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SPDR Bloomberg Convertible Securities ETF

453 hedge funds and large institutions have $2.19B invested in SPDR Bloomberg Convertible Securities ETF in 2024 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 121 increasing their positions, 169 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
453
Holders Change
+16
Holders Change %
+3.66%
% of All Funds
6.55%
Holding in Top 10
15
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+66.67%
% of All Funds
0.22%
New
57
Increased
121
Reduced
169
Closed
38
Calls
$92K
Puts
$15K
Net Calls
+$77K
Net Calls Change
+$524K
Name Holding Trade Value Shares
Change
Shares
Change %
ARC
276
Advisor Resource Council
Texas
$348K +$348K +4,539 New
FCI
277
Financial Counselors Inc
Kansas
$347K -$10.7K -140 -3%
GTAM
278
Global Trust Asset Management
Florida
$345K -$30.3K -395 -8%
MCCA
279
Mill Creek Capital Advisors
Pennsylvania
$342K
MIA
280
MeadowBrook Investment Advisors
Michigan
$342K
FHC
281
First Heartland Consultants
Missouri
$339K -$91.6K -1,196 -21%
SFA
282
Sequoia Financial Advisors
Ohio
$335K
PCS
283
Personal CFO Solutions
New Jersey
$332K +$332K +4,334 New
GAA
284
Guardian Asset Advisors
Pennsylvania
$332K +$153 +2 +0%
EWM
285
EPG Wealth Management
Georgia
$326K +$326K +4,255 New
IWM
286
IHT Wealth Management
Illinois
$322K -$41.1K -537 -11%
EFG
287
Embree Financial Group
Illinois
$322K
PCIA
288
Prime Capital Investment Advisors
Kansas
$321K +$74.6K +974 +30%
CPSAC
289
Chas P. Smith & Associates (CPS)
Florida
$320K +$11K +144 +4%
FWM
290
Focused Wealth Management
New York
$319K -$15.6K -204 -5%
FPAS
291
Focus Partners Advisor Solutions
Missouri
$315K -$9.57K -125 -3%
BCM
292
Beaumont Capital Management
Massachusetts
$315K +$315K +4,109 New
Citadel Advisors
293
Citadel Advisors
Florida
$314K -$706K -9,220 -69%
KSWA
294
Kathleen S. Wright Associates
Pennsylvania
$309K
FRA
295
Frank Rimerman Advisors
California
$306K
USCWA
296
U.S. Capital Wealth Advisors
Texas
$306K
OCM
297
Orion Capital Management
California
$306K
CPA
298
Cardiff Park Advisors
California
$306K
CF
299
Centaurus Financial
California
$300K +$32.3K +421 +12%
RJT
300
Raymond James Trust
Florida
$299K