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SPDR Bloomberg Convertible Securities ETF

464 hedge funds and large institutions have $2.23B invested in SPDR Bloomberg Convertible Securities ETF in 2024 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 138 increasing their positions, 171 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
464
Holders Change
+7
Holders Change %
+1.53%
% of All Funds
6.73%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.2%
New
51
Increased
138
Reduced
171
Closed
37
Calls
$1.19M
Puts
$716K
Net Calls
+$475K
Net Calls Change
-$1.36M
Name Holding Trade Value Shares
Change
Shares
Change %
LCWP
301
Legacy Capital Wealth Partners
Arkansas
$314K -$157K -2,356 -33%
DA
302
Detalus Advisors
Missouri
$312K +$312K +4,272 New
CIBC Private Wealth Group
303
CIBC Private Wealth Group
Georgia
$311K +$80.5K +1,106 +35%
PPP
304
Private Portfolio Partners
New Jersey
$310K -$4.38K -60 -1%
EWM
305
EPG Wealth Management
Georgia
$309K +$292 +4 +0.1%
EFG
306
Embree Financial Group
Illinois
$307K +$307K +4,209 New
TW
307
Trajan Wealth
Arizona
$302K +$302K +4,137 New
Thrivent Financial for Lutherans
308
Thrivent Financial for Lutherans
Minnesota
$301K -$1.06M -14,533 -78%
PTC
309
Private Trust Company
Ohio
$301K
NS
310
NBC Securities
Alabama
$298K -$8.3K -114 -3%
CPSAC
311
Chas P. Smith & Associates (CPS)
Florida
$295K +$295K +4,034 New
KSWA
312
Kathleen S. Wright Associates
Pennsylvania
$294K +$239K +3,275 +435%
FRA
313
Frank Rimerman Advisors
California
$292K
OCM
314
Orion Capital Management
California
$292K
USCWA
315
U.S. Capital Wealth Advisors
Texas
$292K
CPA
316
Cardiff Park Advisors
California
$292K
Envestnet Portfolio Solutions
317
Envestnet Portfolio Solutions
Illinois
$290K +$12.6K +173 +5%
CTFG
318
Capstone Triton Financial Group
Oklahoma
$287K
SFA
319
Sequoia Financial Advisors
Ohio
$279K
BFG
320
Berger Financial Group
Minnesota
$279K -$13.4K -183 -5%
CMS
321
Capital Market Strategies
Florida
$278K -$40.2K -550 -13%
SFG
322
Summit Financial Group
West Virginia
$277K +$13.5K +185 +5%
FHC
323
First Heartland Consultants
Missouri
$274K +$17.7K +242 +7%
CF
324
Centaurus Financial
California
$273K -$79.2K -1,084 -22%
IA
325
IFG Advisory
Georgia
$272K +$272K +3,727 New