CWB icon

SPDR Bloomberg Convertible Securities ETF

488 hedge funds and large institutions have $4.23B invested in SPDR Bloomberg Convertible Securities ETF in 2021 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 195 increasing their positions, 155 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
488
Holders Change
-4
Holders Change %
-0.81%
% of All Funds
8.57%
Holding in Top 10
33
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.13%
% of All Funds
0.58%
New
45
Increased
195
Reduced
155
Closed
40
Calls
$350M
Puts
$129M
Net Calls
+$221M
Net Calls Change
+$235M
Name Holding Trade Value Shares
Change
Shares
Change %
VCM
301
Virtue Capital Management
Tennessee
$613K +$613K +7,182 New
GCMG
302
Gyroscope Capital Management Group
Florida
$595K -$13.9K -163 -2%
PFGIA
303
Patriot Financial Group Insurance Agency
Massachusetts
$595K +$13.5K +158 +2%
CTFG
304
Capstone Triton Financial Group
Oklahoma
$578K -$5.37K -61 -0.9%
PCS
305
Personal CFO Solutions
New Jersey
$554K +$108K +1,260 +24%
CA
306
CGN Advisors
Kansas
$551K -$384K -4,499 -41%
JWCA
307
J.W. Coons Advisors
Ohio
$551K +$232K +2,710 +73%
FHA
308
Flagship Harbor Advisors
Massachusetts
$527K
KF
309
Krilogy Financial
Missouri
$524K +$19K +223 +4%
EFS
310
Essex Financial Services
Connecticut
$521K +$256 +3 +0%
SAM
311
Strategy Asset Managers
California
$515K +$1.03K +12 +0.2%
SG
312
StoneX Group
New York
$512K +$92.7K +1,086 +22%
PFA
313
Paradigm Financial Advisors
Missouri
$492K -$175K -2,045 -26%
CCM
314
Crabel Capital Management
California
$482K +$482K +5,647 New
AL
315
Aspiriant LLC
California
$481K -$298K -3,486 -38%
PWMAG
316
Pinnacle Wealth Management Advisory Group
New Jersey
$480K -$133K -1,560 -22%
BIA
317
Bigelow Investment Advisors
Maine
$477K +$105K +1,232 +28%
Bank of New York Mellon
318
Bank of New York Mellon
New York
$473K -$23.1K -271 -5%
KWA
319
KCS Wealth Advisory
California
$473K -$16K -188 -3%
AA
320
AlphaCentric Advisors
Puerto Rico
$467K -$4.52K -53 -1%
EWA
321
EP Wealth Advisors
California
$465K +$24.7K +289 +6%
EFL
322
ERn Financial LLC
Wisconsin
$459K -$53.1K -622 -10%
CPA
323
Court Place Advisors
Maryland
$457K
WSTAM
324
Wilbanks Smith & Thomas Asset Management
Virginia
$454K -$9.14K -107 -2%
LAS
325
Lloyd Advisory Services
Georgia
$454K +$453K +5,308 +88,467%