CWB icon

SPDR Bloomberg Convertible Securities ETF

519 hedge funds and large institutions have $4.03B invested in SPDR Bloomberg Convertible Securities ETF in 2021 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 168 increasing their positions, 175 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
519
Holders Change
+31
Holders Change %
+6.35%
% of All Funds
8.02%
Holding in Top 10
28
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-15.15%
% of All Funds
0.43%
New
98
Increased
168
Reduced
175
Closed
60
Calls
$3.47M
Puts
$83.2M
Net Calls
-$79.8M
Net Calls Change
-$301M
Name Holding Trade Value Shares
Change
Shares
Change %
CMS
326
Capital Market Strategies
Florida
$424K +$424K +5,112 New
EWA
327
EP Wealth Advisors
California
$418K -$33.8K -407 -7%
WAP
328
Wealthcare Advisory Partners
Pennsylvania
$416K +$75.7K +913 +22%
OCM
329
Orion Capital Management
California
$415K
RP
330
Riverbridge Partners
Minnesota
$415K
FAG
331
Fortitude Advisory Group
Washington
$414K +$414K +4,987 New
WMR
332
Wealth Management Resources
Rhode Island
$408K +$408K +4,921 New
WSTAM
333
Wilbanks Smith & Thomas Asset Management
Virginia
$399K -$41.9K -505 -9%
Fidelity Investments
334
Fidelity Investments
Massachusetts
$399K +$5.9K +71 +2%
TWC
335
TD Waterhouse Canada
Ontario, Canada
$397K +$397K +4,611 New
EWM
336
Evercore Wealth Management
New York
$394K
LA
337
Lifeworks Advisors
Michigan
$393K +$393K +4,740 New
SFG
338
Summit Financial Group
West Virginia
$390K +$83K +1,000 +27%
QCIG
339
Quad-Cities Investment Group
Iowa
$388K +$1.74K +21 +0.5%
COF
340
Capital One Financial
Virginia
$385K
FNBT
341
FineMark National Bank & Trust
Florida
$384K +$44.4K +535 +13%
PWMAG
342
Pinnacle Wealth Management Advisory Group
New Jersey
$383K -$82.9K -1,000 -18%
SC
343
Scotia Capital
Ontario, Canada
$374K +$83 +1 +0%
Kovitz Investment Group Partners
344
Kovitz Investment Group Partners
Illinois
$373K +$373K +4,507 New
UCFA
345
United Capital Financial Advisors
Texas
$371K +$371K +4,478 New
KeyBank National Association
346
KeyBank National Association
Ohio
$365K +$47.1K +568 +15%
WP
347
WealthShield Partners
North Carolina
$358K
PFA
348
Paradigm Financial Advisors
Missouri
$354K -$125K -1,500 -26%
FIA
349
Foundations Investment Advisors
Arizona
$354K +$109K +1,354 +45%
SCA
350
Snowden Capital Advisors
New York
$353K +$83 +1 +0%