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SPDR Bloomberg Convertible Securities ETF

519 hedge funds and large institutions have $4.03B invested in SPDR Bloomberg Convertible Securities ETF in 2021 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 168 increasing their positions, 175 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
519
Holders Change
+31
Holders Change %
+6.35%
% of All Funds
8.02%
Holding in Top 10
28
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-15.15%
% of All Funds
0.43%
New
98
Increased
168
Reduced
175
Closed
60
Calls
$3.47M
Puts
$83.2M
Net Calls
-$79.8M
Net Calls Change
-$301M
Name Holding Trade Value Shares
Change
Shares
Change %
PFGIA
301
Patriot Financial Group Insurance Agency
Massachusetts
$584K +$6.14K +74 +1%
GTAM
302
Global Trust Asset Management
Florida
$582K -$28.2K -340 -5%
CCM
303
Crabel Capital Management
California
$580K +$111K +1,341 +24%
HCM
304
Highview Capital Management
Illinois
$572K +$572K +6,890 New
GWAG
305
Garrett Wealth Advisory Group
Texas
$561K -$130K -1,563 -19%
IWC
306
Integrated Wealth Concepts
Massachusetts
$555K -$20M -241,103 -97%
CTFG
307
Capstone Triton Financial Group
Oklahoma
$545K
CIBC Private Wealth Group
308
CIBC Private Wealth Group
Georgia
$529K +$529K +6,376 New
KF
309
Krilogy Financial
Missouri
$526K +$16.3K +196 +3%
RF
310
Robbins Farley
New Hampshire
$519K +$519K +6,250 New
CSPIA
311
Cary Street Partners Investment Advisory
Virginia
$512K +$512K +6,174 New
SG
312
StoneX Group
New York
$509K +$11.3K +136 +2%
AGP
313
Autumn Glory Partners
Texas
$504K +$504K +6,071 New
GCMG
314
Gyroscope Capital Management Group
Florida
$495K -$82.8K -998 -14%
AWE
315
Avidian Wealth Enterprises
Texas
$493K +$294K +3,547 +148%
BIA
316
Bigelow Investment Advisors
Maine
$486K +$22.3K +269 +5%
TC
317
TownSquare Capital
Utah
$473K -$11.6M -139,597 -96%
AL
318
Aspiriant LLC
California
$467K
KWA
319
KCS Wealth Advisory
California
$460K -$166 -2 -0%
WAM
320
WFA Asset Management
Wisconsin
$459K +$459K +5,529 New
EFS
321
Essex Financial Services
Connecticut
$452K -$54K -651 -11%
EFL
322
ERn Financial LLC
Wisconsin
$447K +$747 +9 +0.2%
CPA
323
Court Place Advisors
Maryland
$444K
QCM
324
Quest Capital Management
Texas
$439K +$220K +2,645 +100%
CST
325
Charles Schwab Trust
Nevada
$433K