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SPDR Bloomberg Convertible Securities ETF

461 hedge funds and large institutions have $2.93B invested in SPDR Bloomberg Convertible Securities ETF in 2023 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 138 increasing their positions, 192 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
461
Holders Change
-12
Holders Change %
-2.54%
% of All Funds
7.35%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.35%
New
42
Increased
138
Reduced
192
Closed
51
Calls
$1.74M
Puts
$1.83M
Net Calls
-$91K
Net Calls Change
-$2.23M
Name Holding Trade Value Shares
Change
Shares
Change %
CPG
376
Cornerstone Planning Group
New Jersey
$113K +$5.9K +87 +5%
AF
377
Allworth Financial
California
$107K -$66.4K -979 -38%
HCP
378
Hexagon Capital Partners
Arkansas
$105K
CT
379
Cambridge Trust
Massachusetts
$102K
MRCM
380
M&R Capital Management
New Jersey
$102K
OHWP
381
Oak Harbor Wealth Partners
North Carolina
$102K
MA
382
MCF Advisors
Kentucky
$96.6K +$8.48K +125 +10%
VAG
383
VisionPoint Advisory Group
Texas
$96.6K +$68K +1,003 +238%
TCM
384
Tradewinds Capital Management
Washington
$94.1K +$90.2K +1,331 +2,335%
AF
385
Advisornet Financial
Minnesota
$89.7K +$136 +2 +0.2%
TF
386
Tompkins Financial
New York
$88.7K
HBW
387
Hazlett, Burt & Watson
West Virginia
$86K +$136 +2 +0.2%
WT
388
Washington Trust
Rhode Island
$82.1K
ANBT
389
American National Bank & Trust
Texas
$77.9K
USB
390
Union Savings Bank
Connecticut
$75.5K
PA
391
Parallel Advisors
California
$61.4K -$6.79K -100 -10%
AWM
392
Ameliora Wealth Management
Switzerland
$61K
AIC
393
Archer Investment Corporation
Indiana
$58.9K +$58.9K +869 New
DZ Bank
394
DZ Bank
Germany
$55.2K
KSWA
395
Kathleen S. Wright Associates
Pennsylvania
$51.1K
OP
396
ORG Partners
Indiana
$50.2K +$50.2K +740 New
RF
397
Robbins Farley
New Hampshire
$49.8K -$6.37K -94 -11%
CP
398
Castleview Partners
Texas
$48.7K +$18.4K +272 +61%
CWC
399
Carolinas Wealth Consulting
North Carolina
$45.4K
CAS
400
Coppell Advisory Solutions
Texas
$44.8K -$705K -10,959 -94%