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SPDR Bloomberg Convertible Securities ETF

455 hedge funds and large institutions have $2.31B invested in SPDR Bloomberg Convertible Securities ETF in 2022 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 134 increasing their positions, 167 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
455
Holders Change
-1
Holders Change %
-0.22%
% of All Funds
7.87%
Holding in Top 10
17
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-22.73%
% of All Funds
0.29%
New
49
Increased
134
Reduced
167
Closed
44
Calls
$4.73M
Puts
$31.1M
Net Calls
-$26.4M
Net Calls Change
+$4.05M
Name Holding Trade Value Shares
Change
Shares
Change %
RA
301
RFG Advisory
Alabama
$289K +$85.7K +1,329 +42%
DWMG
302
DB Wealth Management Group
California
$288K -$3.8K -60 -1%
Comerica Bank
303
Comerica Bank
Texas
$285K
MPPLM
304
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$284K -$8.55K -135 -3%
AP
305
Advisors Preferred
Maryland
$277K +$277K +4,322 New
PWM
306
Perigon Wealth Management
California
$274K -$1.09M -17,286 -80%
SWM
307
SeaCrest Wealth Management
New York
$274K -$6.19K -98 -2%
NFG
308
Nations Financial Group
Iowa
$268K -$63.2K -1,000 -19%
CCA
309
Childress Capital Advisors
Texas
$267K
BFG
310
Berger Financial Group
Minnesota
$264K -$126 -2 -0%
CG
311
Cynosure Group
Utah
$264K
USCWA
312
U.S. Capital Wealth Advisors
Texas
$264K +$3.16K +50 +1%
FAG
313
Fortitude Advisory Group
Washington
$263K -$7.03K -111 -3%
LA
314
Lifeworks Advisors
Michigan
$262K -$275K -4,222 -51%
APW
315
Aurora Private Wealth
New Jersey
$262K +$253 +4 +0.1%
Fidelity Investments
316
Fidelity Investments
Massachusetts
$257K -$31.3K -496 -11%
FRA
317
Frank Rimerman Advisors
California
$253K
OCM
318
Orion Capital Management
California
$253K
CPA
319
Cardiff Park Advisors
California
$253K
EFS
320
Essex Financial Services
Connecticut
$250K -$4.31K -68 -2%
BFA
321
Beaumont Financial Advisors
Massachusetts
$248K +$248K +3,919 New
WP
322
WealthShield Partners
North Carolina
$247K
CBFP
323
Cedar Brook Financial Partners
Ohio
$246K +$246K +3,894 New
Verition Fund Management
324
Verition Fund Management
Connecticut
$243K -$693K -10,971 -74%
VIM
325
Vista Investment Management
Pennsylvania
$237K -$11.6K -183 -5%