CWB icon

SPDR Bloomberg Convertible Securities ETF

356 hedge funds and large institutions have $2.23B invested in SPDR Bloomberg Convertible Securities ETF in 2019 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 126 increasing their positions, 129 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
356
Holders Change
+24
Holders Change %
+7.23%
% of All Funds
7.72%
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.5%
New
56
Increased
126
Reduced
129
Closed
31
Calls
$658K
Puts
$825K
Net Calls
-$167K
Net Calls Change
+$412K
Name Holding Trade Value Shares
Change
Shares
Change %
MNBTD
326
Moody National Bank Trust Division
Texas
$28K +$28K +532 New
LJHT
327
Laurie J. Hall Trustee
$26K
BNP Paribas Financial Markets
328
BNP Paribas Financial Markets
France
$25.9K
UBS AM
329
UBS AM
Illinois
$25.9K -$125K -2,387 -83%
OWD
330
Osborn Williams & Donohoe
Ohio
$24K +$24K +458 New
DOA
331
D'Orazio & Associates
Virginia
$23K +$52 +1 +0.2%
BWM
332
Baystate Wealth Management
Massachusetts
$21K -$728 -14 -3%
TFGT
333
TS Financial Group (TSFG)
Illinois
$20K +$20K +378 New
ESB
334
Essex Savings Bank
Connecticut
$16K
CRWM
335
Castle Rock Wealth Management
California
$16K +$16K +13,370 New
RCAG
336
Rehmann Capital Advisory Group
Michigan
$15.9K +$15.9K +304 New
LFG
337
LifePlan Financial Group
Ohio
$15K
SEI Investments
338
SEI Investments
Pennsylvania
$12K -$5.18M -158,948 -100%
FDCDDQ
339
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11K
KIG
340
Kessler Investment Group
Indiana
$9K
GSWM
341
Golden State Wealth Management
California
$9K +$9K +171 New
CF
342
Centaurus Financial
California
$8.73K +$881 +46 +11%
BFC
343
Bedel Financial Consulting
Indiana
$8K
RFC
344
Regions Financial Corp
Alabama
$8K +$8K +152 New
AssetMark Inc
345
AssetMark Inc
California
$7K -$80.9M -1,467,452 -100%
LPWM
346
Lake Point Wealth Management
Texas
$7K -$474K -9,422 -99%
AWM
347
Arbor Wealth Management
Florida
$7K +$7K +140 New
AIM
348
Advantage Investment Management
Iowa
$6K
SMFS
349
Squar Milner Financial Services
California
$6K +$6K +124 New
SFA
350
Semmax Financial Advisors
North Carolina
$5K -$20.7K -361 -81%