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SPDR Bloomberg Convertible Securities ETF

366 hedge funds and large institutions have $2.02B invested in SPDR Bloomberg Convertible Securities ETF in 2020 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 106 increasing their positions, 163 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
366
Holders Change
-39
Holders Change %
-9.63%
% of All Funds
8.08%
Holding in Top 10
18
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-18.18%
% of All Funds
0.4%
New
55
Increased
106
Reduced
163
Closed
86
Calls
$4.88M
Puts
$6.23M
Net Calls
-$1.35M
Net Calls Change
-$1.35M
Name Holding Trade Value Shares
Change
Shares
Change %
ACA
301
Aptus Capital Advisors
Alabama
$112K -$9.71K -198 -8%
DZ Bank
302
DZ Bank
Germany
$109K -$4.78K -100 -4%
DWM
303
Darwin Wealth Management
Florida
$104K +$104K +2,188 New
HIA
304
Harbor Investment Advisory
Maryland
$103K
GRP
305
Global Retirement Partners
California
$101K -$11.8K -248 -10%
NR
306
Newfound Research
Massachusetts
$98K -$484K -10,149 -83%
AssetMark Inc
307
AssetMark Inc
California
$96K +$92.1K +1,918 +2,368%
WAP
308
Wealthcare Advisory Partners
Pennsylvania
$92K -$624K -12,988 -87%
CFGS
309
Concourse Financial Group Securities
Alabama
$91K +$9.95K +207 +12%
WCG
310
Weaver Consulting Group
California
$90K -$83K -1,740 -48%
EWM
311
EPG Wealth Management
Georgia
$87K +$87K +1,826 New
PA
312
Parallel Advisors
California
$86K -$30.1K -632 -26%
SSB
313
Sandy Spring Bank
Maryland
$86K
SBL
314
Sargent Bickham Lagudis
Colorado
$84K +$192 +4 +0.2%
Fidelity Investments
315
Fidelity Investments
Massachusetts
$81K -$245K -5,165 -75%
CFG
316
Citizens Financial Group
Rhode Island
$78K +$78K +1,637 New
SF
317
Synovus Financial
Georgia
$72K -$104K -2,190 -59%
MRCM
318
M&R Capital Management
New Jersey
$71K
SWA
319
Stratos Wealth Advisors
Ohio
$71K +$71K +1,489 New
TPWA
320
TRUE Private Wealth Advisors
Oregon
$69K
MWP
321
Meridian Wealth Partners
Pennsylvania
$64K +$9.58K +200 +18%
MA
322
MCF Advisors
Kentucky
$62K
RCA
323
Ranch Capital Advisors
Florida
$61K -$11.4K -239 -16%
EP
324
Eudaimonia Partners
Tennessee
$59K -$22.7K -475 -28%
OSNBOA
325
Old Second National Bank of Aurora
Illinois
$48K