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SPDR Bloomberg Convertible Securities ETF

484 hedge funds and large institutions have $2.98B invested in SPDR Bloomberg Convertible Securities ETF in 2022 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 141 increasing their positions, 212 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
484
Holders Change
-35
Holders Change %
-6.74%
% of All Funds
7.66%
Holding in Top 10
25
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.71%
% of All Funds
0.4%
New
42
Increased
141
Reduced
212
Closed
70
Calls
$1.98M
Puts
$28.5M
Net Calls
-$26.5M
Net Calls Change
+$53.2M
Name Holding Trade Value Shares
Change
Shares
Change %
PFP
351
Paragon Financial Partners
California
$262K +$154 +2 +0.1%
CWM
352
CCG Wealth Management
California
$260K
Fifth Third Bancorp
353
Fifth Third Bancorp
Ohio
$256K -$13.5K -175 -5%
GVAG
354
Great Valley Advisor Group
Delaware
$252K +$252K +3,257 New
UIA
355
UBP Investment Advisors
Switzerland
$250K -$21.9M -166,784 -99%
PWM
356
PBMares Wealth Management
Virginia
$250K
MAS
357
Madden Advisory Services
Florida
$250K
KWMG
358
King Wealth Management Group
Florida
$250K
ST
359
Sabal Trust
Florida
$248K
WAG
360
Winthrop Advisory Group
Massachusetts
$248K
BWL
361
Bogart Wealth LLC
Virginia
$240K -$73.9K -960 -24%
BHB
362
Bank Hapoalim BM
Israel
$240K -$308K
RG
363
Retirement Group
California
$238K -$9.22K -120 -4%
IAS
364
IMA Advisory Services
Colorado
$238K +$46.8K +609 +24%
CAL
365
Capital Analysts LLC
Pennsylvania
$236K +$538 +7 +0.2%
RHP
366
Royal Harbor Partners
Texas
$232K
CAI
367
Capital Advisors Inc
Oklahoma
$231K
HCM
368
Hilton Capital Management
New York
$231K
AWM
369
Affinity Wealth Management
Delaware
$231K +$533 +7 +0.2%
Walleye Trading
370
Walleye Trading
New York
$231K +$231K +3,004 New
PAMG
371
Patton Albertson Miller Group
Tennessee
$230K
BPCE
372
Bank Pictet & Cie (Europe)
Germany
$230K
Calamos Advisors
373
Calamos Advisors
Illinois
$226K -$3.23M -41,937 -93%
COF
374
Capital One Financial
Virginia
$218K -$140K -1,818 -39%
CFB
375
Cullen/Frost Bankers
Texas
$214K -$40.6K -528 -16%