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SPDR Bloomberg Convertible Securities ETF

386 hedge funds and large institutions have $2.68B invested in SPDR Bloomberg Convertible Securities ETF in 2020 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 122 increasing their positions, 143 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
386
Holders Change
+20
Holders Change %
+5.46%
% of All Funds
7.93%
Holding in Top 10
28
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+55.56%
% of All Funds
0.58%
New
71
Increased
122
Reduced
143
Closed
47
Calls
$216M
Puts
$7.59M
Net Calls
+$208M
Net Calls Change
+$210M
Name Holding Trade Value Shares
Change
Shares
Change %
1IA
326
1834 Investment Advisors
Wisconsin
$202K -$21.2K -350 -9%
PAS
327
Partnervest Advisory Services
California
$201K +$201K +3,320 New
MWM
328
Meridian Wealth Management
Kentucky
$200K +$200K +3,308 New
HB
329
Homrich & Berg
Georgia
$200K +$200K +3,314 New
MA
330
MUFG Americas
New York
$177K
LFG
331
LifePlan Financial Group
Ohio
$173K +$7.56K +125 +5%
DZ Bank
332
DZ Bank
Germany
$139K
RCA
333
Reitz Capital Advisors
Michigan
$135K -$189K -3,120 -58%
CAPTRUST Financial Advisors
334
CAPTRUST Financial Advisors
North Carolina
$134K -$43.3K -710 -24%
GRP
335
Global Retirement Partners
California
$119K -$8.82K -146 -7%
WCG
336
Weaver Consulting Group
California
$114K
CWA
337
Core Wealth Advisors
Florida
$113K -$29.9K -494 -21%
SSB
338
Sandy Spring Bank
Maryland
$109K
PA
339
Parallel Advisors
California
$109K +$361 +6 +0.3%
MPCG
340
Matrix Private Capital Group
New York
$101K -$45.8K -760 -31%
CFG
341
Citizens Financial Group
Rhode Island
$99K
HIA
342
Harbor Investment Advisory
Maryland
$96K -$34.4K -570 -26%
ACA
343
Aptus Capital Advisors
Alabama
$95K -$24.4K -466 -20%
RWB
344
RMR Wealth Builders
New Jersey
$95K +$95K +1,571 New
Fidelity Investments
345
Fidelity Investments
Massachusetts
$92K -$11.5K -189 -11%
MRCM
346
M&R Capital Management
New Jersey
$90K
TPWA
347
TRUE Private Wealth Advisors
Oregon
$88K
SBL
348
Sargent Bickham Lagudis
Colorado
$84K -$22.2K -365 -21%
RCA
349
Ranch Capital Advisors
Florida
$84K +$391 +6 +0.5%
MA
350
MCF Advisors
Kentucky
$79K