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SPDR Bloomberg Convertible Securities ETF

456 hedge funds and large institutions have $2.08B invested in SPDR Bloomberg Convertible Securities ETF in 2022 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 116 increasing their positions, 206 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
456
Holders Change
-28
Holders Change %
-5.79%
% of All Funds
7.71%
Holding in Top 10
22
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12%
% of All Funds
0.37%
New
37
Increased
116
Reduced
206
Closed
59
Calls
$1.31M
Puts
$31.7M
Net Calls
-$30.4M
Net Calls Change
-$3.87M
Name Holding Trade Value Shares
Change
Shares
Change %
GRP
376
Global Retirement Partners
California
$87K -$2.83K -44 -3%
AssetMark Inc
377
AssetMark Inc
California
$86K
TF
378
Tompkins Financial
New York
$84K -$6.23K -97 -7%
MA
379
MCF Advisors
Kentucky
$84K
WT
380
Washington Trust
Rhode Island
$78K
MCC
381
Money Concepts Capital
Florida
$75K -$538K -8,318 -88%
ANBT
382
American National Bank & Trust
Texas
$74K
HBW
383
Hazlett, Burt & Watson
West Virginia
$68K +$194 +3 +0.3%
PTC
384
Private Trust Company
Ohio
$65K +$65K +1,000 New
HR
385
Howe & Rusling
New York
$62K
MA
386
MUFG Americas
New York
$60K -$79.4K -1,224 -57%
Bank of Montreal
387
Bank of Montreal
Ontario, Canada
$57.2K -$21.4K -307,386 -27%
SAM
388
S.A. Mason
Michigan
$57K -$6.44K -100 -10%
EWA
389
EverSource Wealth Advisors
Alabama
$54K +$4.47K +70 +9%
CP
390
Castleview Partners
Texas
$47.1K +$35.4K +1,470 +304%
CWC
391
Carolinas Wealth Consulting
North Carolina
$45K
WT
392
Whittier Trust
California
$43K -$1.6K -25 -4%
FRA
393
Front Row Advisors
California
$40K -$2.45K -38 -6%
CWP
394
Concord Wealth Partners
Virginia
$39K
Franklin Resources
395
Franklin Resources
California
$37K
SMA
396
Sage Mountain Advisors
Georgia
$37K
BPC
397
Banque Pictet & Cie
Switzerland
$35.6K -$2.08K -32,224 -6%
WAM
398
Worth Asset Management
Texas
$34K
LJHT
399
Laurie J. Hall Trustee
$32K
SWA
400
SOA Wealth Advisors
New York
$32K +$129 +2 +0.4%