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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 %
FIM
376
Fernwood Investment Management
Massachusetts
$302K -$351K -4,236 -54%
FFN
377
Focus Financial Network
Minnesota
$300K -$1.87M -22,530 -86%
TFA
378
Tranquilli Financial Advisor
New Jersey
$297K +$3.56K +43 +1%
MIM
379
Moseley Investment Management
Florida
$296K
Fifth Third Bancorp
380
Fifth Third Bancorp
Ohio
$291K -$9.55K -115 -3%
BFO
381
Boston Family Office
Massachusetts
$291K
EIP
382
Ellis Investment Partners
Pennsylvania
$290K -$85.6K -1,033 -23%
DY
383
Dowling & Yahnke
California
$289K
Cerity Partners
384
Cerity Partners
New York
$287K +$287K +3,459 New
FMII
385
Farmers & Merchants Investments Inc
Nebraska
$284K +$144K +1,730 +102%
VCM
386
Virtue Capital Management
Tennessee
$283K -$313K -3,769 -52%
PFP
387
Paragon Financial Partners
California
$282K +$282K +3,399 New
CWM
388
CCG Wealth Management
California
$281K
CFB
389
Cullen/Frost Bankers
Texas
$274K -$4.89K -59 -2%
AF
390
Advisornet Financial
Minnesota
$272K +$37.6K +453 +16%
KWMG
391
King Wealth Management Group
Florida
$270K -$11.5K -139 -4%
PWM
392
PBMares Wealth Management
Virginia
$270K
MAS
393
Madden Advisory Services
Florida
$269K -$51.6K -622 -16%
ST
394
Sabal Trust
Florida
$268K
RG
395
Retirement Group
California
$267K -$32.7K -394 -11%
WAG
396
Winthrop Advisory Group
Massachusetts
$267K +$9.94K +120 +4%
CCA
397
Childress Capital Advisors
Texas
$257K
CAL
398
Capital Analysts LLC
Pennsylvania
$254K -$1.03M -12,447 -80%
CIAS
399
Capital Investment Advisory Services
North Carolina
$254K -$1.41K -17 -0.6%
RHP
400
Royal Harbor Partners
Texas
$250K