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SPDR Bloomberg Convertible Securities ETF

399 hedge funds and large institutions have $2.94B invested in SPDR Bloomberg Convertible Securities ETF in 2020 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 129 increasing their positions, 160 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
399
Holders Change
+13
Holders Change %
+3.37%
% of All Funds
8.07%
Holding in Top 10
27
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.57%
% of All Funds
0.55%
New
49
Increased
129
Reduced
160
Closed
33
Calls
$1.88M
Puts
$289K
Net Calls
+$1.59M
Net Calls Change
-$207M
Name Holding Trade Value Shares
Change
Shares
Change %
Kovitz Investment Group Partners
301
Kovitz Investment Group Partners
Illinois
$310K +$310K +4,500 New
FHC
302
First Heartland Consultants
Missouri
$309K
NSB
303
Norway Savings Bank
Maine
$308K -$503K -7,305 -62%
BBHC
304
Brown Brothers Harriman & Co
New York
$308K +$308K +4,476 New
VIM
305
Vista Investment Management
Pennsylvania
$303K -$4.2K -61 -1%
IAS
306
IMA Advisory Services
Colorado
$301K -$7.45K -108 -2%
CFB
307
Cullen/Frost Bankers
Texas
$300K +$138 +2 +0%
SAG
308
Spotlight Asset Group
Illinois
$300K +$300K +4,359 New
RG
309
Retirement Group
California
$295K +$827 +12 +0.3%
SCA
310
Snowden Capital Advisors
New York
$295K
SFA
311
Sequoia Financial Advisors
Ohio
$286K
FNBT
312
FineMark National Bank & Trust
Florida
$282K
SWM
313
SeaCrest Wealth Management
New York
$280K -$22.4K -326 -7%
MIM
314
Moseley Investment Management
Florida
$279K
UR
315
USCA RIA
Texas
$276K
IWM
316
IHT Wealth Management
Illinois
$271K -$1.81M -26,277 -87%
BWL
317
Bogart Wealth LLC
Virginia
$271K -$54.3K -788 -17%
HIMC
318
Heritage Investors Management Corp
Maryland
$270K
PA
319
PFG Advisors
Arizona
$268K +$268K +3,779 New
TF
320
Trek Financial
Arizona
$266K +$895 +13 +0.3%
HAS
321
HBW Advisory Services
California
$264K +$8.63K +125 +3%
LPT
322
Legacy Private Trust
Wisconsin
$262K -$3.45K -50 -1%
BIA
323
Bigelow Investment Advisors
Maine
$258K -$7.44K -108 -3%
NPP
324
New Potomac Partners
Maryland
$258K
LFG
325
LifePlan Financial Group
Ohio
$255K +$58.4K +849 +30%