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SPDR Bloomberg Convertible Securities ETF

457 hedge funds and large institutions have $2.42B invested in SPDR Bloomberg Convertible Securities ETF in 2023 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 103 increasing their positions, 193 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
457
Holders Change
-4
Holders Change %
-0.87%
% of All Funds
6.7%
Holding in Top 10
17
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-22.73%
% of All Funds
0.25%
New
68
Increased
103
Reduced
193
Closed
65
Calls
$3.17M
Puts
$1.34M
Net Calls
+$1.83M
Net Calls Change
+$1.93M
Name Holding Trade Value Shares
Change
Shares
Change %
SW
301
Simplicity Wealth
New Jersey
$279K +$52.7K +730 +23%
SFA
302
Sequoia Financial Advisors
Ohio
$276K -$88.7K -1,229 -24%
Envestnet Portfolio Solutions
303
Envestnet Portfolio Solutions
Illinois
$274K -$7.54M -104,437 -96%
JIR
304
James Investment Research
Ohio
$267K -$9.02K -125 -3%
Jones Financial Companies
305
Jones Financial Companies
Missouri
$264K +$264K +3,663 New
SFG
306
Summit Financial Group
West Virginia
$260K -$7.22K -100 -3%
CPA
307
Court Place Advisors
Maryland
$260K -$18K -250 -6%
PCIA
308
Prime Capital Investment Advisors
Kansas
$259K -$23.2K -321 -8%
PWP
309
Principle Wealth Partners
Connecticut
$259K
PA
310
PFG Advisors
Arizona
$257K -$77.3K -1,072 -23%
KPWS
311
Kestra Private Wealth Services
Texas
$253K -$34.3K -476 -12%
FHC
312
First Heartland Consultants
Missouri
$253K -$8.79K -122 -3%
BFO
313
Boston Family Office
Massachusetts
$253K
QCIG
314
Quad-Cities Investment Group
Iowa
$251K
PFP
315
Paragon Financial Partners
California
$249K +$577 +8 +0.2%
SSWM
316
Strait & Sound Wealth Management
California
$247K
MCC
317
Money Concepts Capital
Florida
$247K -$40.8K -565 -14%
CAM
318
Creekmur Asset Management
Illinois
$247K +$247K +3,417 New
PCWA
319
Pacific Capital Wealth Advisors
California
$246K +$649 +9 +0.3%
CWM
320
CCG Wealth Management
California
$244K
APW
321
Aurora Private Wealth
New Jersey
$243K +$289 +4 +0.1%
HCM
322
Howard Capital Management
Georgia
$243K -$138M -1,907,486 -100%
EA
323
Eudaimonia Advisors
Tennessee
$240K
ST
324
Sabal Trust
Florida
$233K
MIM
325
Moseley Investment Management
Florida
$233K