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SPDR Bloomberg Convertible Securities ETF

477 hedge funds and large institutions have $4.01B invested in SPDR Bloomberg Convertible Securities ETF in 2020 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 154 increasing their positions, 151 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
477
Holders Change
+78
Holders Change %
+19.55%
% of All Funds
8.46%
Holding in Top 10
38
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+40.74%
% of All Funds
0.67%
New
108
Increased
154
Reduced
151
Closed
25
Calls
$6.2M
Puts
$23.3M
Net Calls
-$17.1M
Net Calls Change
-$18.7M
Name Holding Trade Value Shares
Change
Shares
Change %
IHL
376
Investment House LLC
California
$264K
AWM
377
Affinity Wealth Management
Delaware
$261K
CIBC Private Wealth Group
378
CIBC Private Wealth Group
Georgia
$258K -$20.2K -244 -7%
PAMG
379
Patton Albertson Miller Group
Tennessee
$253K +$253K +2,756 New
MNBTD
380
Moody National Bank Trust Division
Texas
$251K -$23.6K -285 -9%
NNP
381
Nachman Norwood & Parrott
South Carolina
$251K +$3.15K +38 +1%
ANBT
382
American National Bank & Trust
Texas
$250K -$36.5K -441 -13%
RHP
383
Royal Harbor Partners
Texas
$249K
WAG
384
Winthrop Advisory Group
Massachusetts
$247K
MA
385
MUFG Americas
New York
$244K
PSUF
386
People's United Financial
Connecticut
$234K +$234K +2,824 New
CIBC World Market
387
CIBC World Market
Ontario, Canada
$234K +$234K +2,829 New
FIA
388
Foundations Investment Advisors
Arizona
$230K +$230K +2,662 New
W
389
WealthOne
New York
$229K +$229K +2,760 New
FAIM
390
Financial Advocates Investment Management
Washington
$229K +$229K +2,771 New
QCM
391
Quest Capital Management
Texas
$219K +$219K +2,645 New
CAS
392
Coppell Advisory Solutions
Texas
$218K +$218K +2,632 New
UCFA
393
United Capital Financial Advisors
Texas
$217K -$2.2M -26,498 -91%
WFA
394
Wells Financial Advisors
Massachusetts
$213K +$213K +2,570 New
MGIA
395
Moneta Group Investment Advisors
Missouri
$213K +$213K +2,573 New
PA
396
PFG Advisors
Arizona
$211K -$101K -1,227 -32%
MWM
397
Meridian Wealth Management
Kentucky
$211K +$211K +2,555 New
LWAC
398
Laurel Wealth Advisors (California)
California
$210K +$210K +2,537 New
PWM
399
PBMares Wealth Management
Virginia
$207K +$207K +2,504 New
VCS
400
Vaughan & Co Securities
New Jersey
$207K +$207K +2,505 New