CWB icon

SPDR Bloomberg Convertible Securities ETF

484 hedge funds and large institutions have $2.98B invested in SPDR Bloomberg Convertible Securities ETF in 2022 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 141 increasing their positions, 212 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
484
Holders Change
-35
Holders Change %
-6.74%
% of All Funds
7.66%
Holding in Top 10
25
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.71%
% of All Funds
0.4%
New
42
Increased
141
Reduced
212
Closed
70
Calls
$1.98M
Puts
$28.5M
Net Calls
-$26.5M
Net Calls Change
+$53.2M
Name Holding Trade Value Shares
Change
Shares
Change %
BFEC
301
Benjamin F. Edwards & Company
Missouri
$399K +$78.7K +1,022 +25%
CMS
302
Capital Market Strategies
Florida
$393K
WMR
303
Wealth Management Resources
Rhode Island
$390K +$11.2K +145 +3%
EWA
304
EP Wealth Advisors
California
$388K +$77 +1 +0%
OCM
305
Orion Capital Management
California
$385K
RP
306
Riverbridge Partners
Minnesota
$385K
Fidelity Investments
307
Fidelity Investments
Massachusetts
$377K +$7.47K +97 +2%
LWAC
308
Laurel Wealth Advisors (California)
California
$374K +$171K +2,218 +84%
TWC
309
TD Waterhouse Canada
Ontario, Canada
$372K -$4K -49 -1%
Bank of New York Mellon
310
Bank of New York Mellon
New York
$372K +$77.4K +1,008 +26%
CPA
311
Court Place Advisors
Maryland
$366K -$46.2K -600 -11%
EWM
312
Evercore Wealth Management
New York
$366K
VAG
313
VisionPoint Advisory Group
Texas
$365K -$330K -5,065 -47%
QCIG
314
Quad-Cities Investment Group
Iowa
$360K +$308 +4 +0.1%
FAG
315
Fortitude Advisory Group
Washington
$341K -$43.2K -561 -11%
PWMAG
316
Pinnacle Wealth Management Advisory Group
New Jersey
$340K -$15.4K -200 -4%
Comerica Bank
317
Comerica Bank
Texas
$340K +$20.4K +273 +6%
AGP
318
Autumn Glory Partners
Texas
$335K -$132K -1,720 -28%
SFA
319
Sequoia Financial Advisors
Ohio
$334K +$15.4K +200 +5%
WP
320
WealthShield Partners
North Carolina
$332K
CCA
321
Childress Capital Advisors
Texas
$325K +$86.3K +1,120 +36%
CG
322
Cynosure Group
Utah
$321K -$1.29M -16,835 -80%
BFG
323
Berger Financial Group
Minnesota
$321K +$20.8K +270 +7%
APW
324
Aurora Private Wealth
New Jersey
$320K -$5.92K -77 -2%
WWM
325
Western Wealth Management
Colorado
$320K +$320K +4,166 New