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SPDR Bloomberg Convertible Securities ETF

453 hedge funds and large institutions have $2.19B invested in SPDR Bloomberg Convertible Securities ETF in 2024 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 121 increasing their positions, 169 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
453
Holders Change
+16
Holders Change %
+3.66%
% of All Funds
6.55%
Holding in Top 10
15
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+66.67%
% of All Funds
0.22%
New
57
Increased
121
Reduced
169
Closed
38
Calls
$92K
Puts
$15K
Net Calls
+$77K
Net Calls Change
+$524K
Name Holding Trade Value Shares
Change
Shares
Change %
CJ
376
Caitlin John
Michigan
$87K +$87K +1,095 New
USB
377
Union Savings Bank
Connecticut
$85.3K
MSG
378
Main Street Group
Virginia
$80.8K -$63K -822 -44%
FFWM
379
Future Financial Wealth Management
Ohio
$76.6K +$76.6K +1,000 New
HI
380
Harbour Investments
Wisconsin
$71.5K +$42.1K +550 +143%
OSAM
381
O'Shaughnessy Asset Management
Connecticut
$70.8K
Franklin Resources
382
Franklin Resources
California
$63.9K +$19.8K +256 +45%
FCA
383
FinTrust Capital Advisors
South Carolina
$63.2K
FHA
384
First Horizon Advisors
Tennessee
$63.2K +$77 +1 +0.1%
PA
385
Parallel Advisors
California
$61.5K -$81.2K -1,060 -57%
ACA
386
Aptus Capital Advisors
Alabama
$59.6K +$1.23K +16 +2%
AIA
387
Armor Investment Advisors
North Carolina
$59.4K
ANBT
388
American National Bank & Trust
Texas
$58.3K -$613 -8 -1%
AWM
389
Atticus Wealth Management
Florida
$57K +$57K +744 New
OP
390
ORG Partners
Indiana
$56.7K
SSB
391
Sandy Spring Bank
Maryland
$53.6K -$38.3K -500 -42%
SAM
392
S.A. Mason
Michigan
$53.6K
CWC
393
Carolinas Wealth Consulting
North Carolina
$53.6K
IBOK
394
Independence Bank of Kentucky
Kentucky
$50.5K +$50.5K +660 New
RF
395
Robbins Farley
New Hampshire
$49.1K +$766 +10 +2%
CAS
396
Coppell Advisory Solutions
Texas
$48.6K +$2.53K +33 +5%
AWM
397
Avior Wealth Management
Nebraska
$43.7K
SMA
398
Sage Mountain Advisors
Georgia
$43.6K
FRA
399
Front Row Advisors
California
$41.4K -$6.2K -81 -13%
SR
400
Syntax Research
Florida
$41.1K