CWB icon

SPDR Bloomberg Convertible Securities ETF

437 hedge funds and large institutions have $2.02B invested in SPDR Bloomberg Convertible Securities ETF in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 114 increasing their positions, 186 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
437
Holders Change
-27
Holders Change %
-5.82%
% of All Funds
6.36%
Holding in Top 10
9
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-35.71%
% of All Funds
0.13%
New
30
Increased
114
Reduced
186
Closed
47
Calls
$346K
Puts
$793K
Net Calls
-$447K
Net Calls Change
-$922K
Name Holding Trade Value Shares
Change
Shares
Change %
TF
351
Tompkins Financial
New York
$94.3K
MA
352
MCF Advisors
Kentucky
$93.7K -$12K -167 -11%
AF
353
Advisornet Financial
Minnesota
$90.5K +$288 +4 +0.3%
WT
354
Washington Trust
Rhode Island
$87.3K
SSB
355
Sandy Spring Bank
Maryland
$86.5K -$43.2K -600 -33%
USB
356
Union Savings Bank
Connecticut
$80.3K
AssetMark Inc
357
AssetMark Inc
California
$72.3K -$2.45K -34 -3%
CFGS
358
Concourse Financial Group Securities
Alabama
$66.5K -$14.3K -198 -18%
OSAM
359
O'Shaughnessy Asset Management
Connecticut
$65.9K +$55.3K +767 +522%
TFA
360
Transamerica Financial Advisors
Florida
$62K
FCA
361
FinTrust Capital Advisors
South Carolina
$59.5K +$59.5K +825 New
FHA
362
First Horizon Advisors
Tennessee
$59.4K +$72 +1 +0.1%
DZ Bank
363
DZ Bank
Germany
$59K
AIA
364
Armor Investment Advisors
North Carolina
$55.8K
ANBT
365
American National Bank & Trust
Texas
$55.4K -$21K -292 -28%
ACA
366
Aptus Capital Advisors
Alabama
$54.9K -$2.81K -39 -5%
OP
367
ORG Partners
Indiana
$53.2K +$53.2K +740 New
CWC
368
Carolinas Wealth Consulting
North Carolina
$50.4K
SAM
369
S.A. Mason
Michigan
$50.4K +$2.74K +38 +6%
RF
370
Robbins Farley
New Hampshire
$45.5K -$7.42K -103 -14%
FRA
371
Front Row Advisors
California
$44.7K
CAS
372
Coppell Advisory Solutions
Texas
$43.3K +$43.3K +601 New
AWM
373
Avior Wealth Management
Nebraska
$41.1K
SMA
374
Sage Mountain Advisors
Georgia
$41K
Franklin Resources
375
Franklin Resources
California
$40.9K