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SPDR Bloomberg Convertible Securities ETF

488 hedge funds and large institutions have $4.23B invested in SPDR Bloomberg Convertible Securities ETF in 2021 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 195 increasing their positions, 155 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
488
Holders Change
-4
Holders Change %
-0.81%
% of All Funds
8.57%
Holding in Top 10
33
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.13%
% of All Funds
0.58%
New
45
Increased
195
Reduced
155
Closed
40
Calls
$350M
Puts
$129M
Net Calls
+$221M
Net Calls Change
+$235M
Name Holding Trade Value Shares
Change
Shares
Change %
NSB
326
Norway Savings Bank
Maine
$447K +$129K +1,513 +41%
CST
327
Charles Schwab Trust
Nevada
$445K +$9.05K +106 +2%
PWMG
328
Pinnacle Wealth Management Group
Michigan
$442K -$10.5K -123 -2%
FIG
329
FundX Investment Group
California
$434K -$311K -3,644 -42%
OCM
330
Orion Capital Management
California
$427K
RP
331
Riverbridge Partners
Minnesota
$427K
MI
332
Moneywise Inc
Virginia
$414K +$414K +4,852 New
BFG
333
Berger Financial Group
Minnesota
$409K
EWM
334
Evercore Wealth Management
New York
$406K
Fidelity Investments
335
Fidelity Investments
Massachusetts
$404K -$5.13K -60 -1%
COF
336
Capital One Financial
Virginia
$397K
QCIG
337
Quad-Cities Investment Group
Iowa
$397K +$512 +6 +0.1%
EIP
338
Ellis Investment Partners
Pennsylvania
$386K -$18.8K -221 -5%
BFEC
339
Benjamin F. Edwards & Company
Missouri
$385K +$16.5K +194 +4%
SC
340
Scotia Capital
Ontario, Canada
$384K +$7.42K +87 +2%
Comerica Bank
341
Comerica Bank
Texas
$383K
CFGS
342
Concourse Financial Group Securities
Alabama
$378K +$263K +3,080 +229%
BHB
343
Bank Hapoalim BM
Israel
$372K -$378K
APW
344
Aurora Private Wealth
New Jersey
$370K +$342 +4 +0.1%
WP
345
WealthShield Partners
North Carolina
$368K
SCA
346
Snowden Capital Advisors
New York
$364K +$23.2K +272 +7%
ASN
347
Advisory Services Network
Georgia
$358K -$1.09M -12,766 -75%
SFA
348
Sequoia Financial Advisors
Ohio
$354K -$4.69K -55 -1%
BWL
349
Bogart Wealth LLC
Virginia
$354K +$19.7K +231 +6%
WAP
350
Wealthcare Advisory Partners
Pennsylvania
$350K +$124K +1,450 +55%