CWB icon

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 %
IIA
401
IPG Investment Advisors
California
$207K +$207K +2,500 New
DZ Bank
402
DZ Bank
Germany
$188K
ED
403
Exane Derivatives
France
$185K -$9.69K -117 -5%
CAPTRUST Financial Advisors
404
CAPTRUST Financial Advisors
North Carolina
$182K
CFGS
405
Concourse Financial Group Securities
Alabama
$163K +$95.5K +1,153 +142%
APC
406
Aspire Private Capital
North Carolina
$158K +$50.7K +612 +47%
HFA
407
Hoover Financial Advisors
Pennsylvania
$150K +$150K +1,716 New
SSB
408
Sandy Spring Bank
Maryland
$149K
HCP
409
Hexagon Capital Partners
Arkansas
$146K
DA
410
DCM Advisors
New York
$136K +$136K +1,645 New
RWB
411
RMR Wealth Builders
New Jersey
$130K -$115K -1,391 -47%
MRCM
412
M&R Capital Management
New Jersey
$124K
SBL
413
Sargent Bickham Lagudis
Colorado
$117K +$1.74K +21 +2%
GRP
414
Global Retirement Partners
California
$116K -$47.4K -572 -29%
SSC
415
Syverson Strege & Co
Iowa
$114K +$114K +1,382 New
SIAG
416
Safeguard Investment Advisory Group
California
$113K +$113K +1,370 New
MA
417
MCF Advisors
Kentucky
$108K
RCA
418
Ranch Capital Advisors
Florida
$107K +$741 +9 +0.7%
WT
419
Whittier Trust
California
$102K
SFSIG
420
San Francisco Sentry Investment Group
California
$92K +$92K +1,114 New
PA
421
Parallel Advisors
California
$85K -$64.6K -784 -43%
CWA
422
Core Wealth Advisors
Florida
$83K
HR
423
Howe & Rusling
New York
$80K
EW
424
Element Wealth
Mississippi
$80K +$80K +966 New
SWM
425
Selective Wealth Management
Virginia
$66K