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SPDR Bloomberg Convertible Securities ETF

492 hedge funds and large institutions have $4.32B invested in SPDR Bloomberg Convertible Securities ETF in 2021 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 184 increasing their positions, 168 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
492
Holders Change
+12
Holders Change %
+2.5%
% of All Funds
8.59%
Holding in Top 10
32
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.88%
% of All Funds
0.56%
New
52
Increased
184
Reduced
168
Closed
38
Calls
$9.66M
Puts
$23.4M
Net Calls
-$13.8M
Net Calls Change
+$11.8M
Name Holding Trade Value Shares
Change
Shares
Change %
LWAC
401
Laurel Wealth Advisors (California)
California
$226K +$226K +2,608 New
WFA
402
Wells Financial Advisors
Massachusetts
$223K
CIBC World Market
403
CIBC World Market
Ontario, Canada
$219K
BFA
404
Beacon Financial Advisory
Ohio
$214K +$607 +7 +0.3%
HFA
405
Hoover Financial Advisors
Pennsylvania
$211K -$101K -1,171 -32%
PA
406
PFG Advisors
Arizona
$209K
KFC
407
Klingenstein Fields & Co
New York
$208K
VCS
408
Vaughan & Co Securities
New Jersey
$207K -$3.04K -35 -1%
DC
409
Davenport & Co
Virginia
$207K +$207K +2,390 New
AWE
410
Avidian Wealth Enterprises
Texas
$207K +$207K +2,391 New
MCWS
411
McKinley Carter Wealth Services
West Virginia
$200K -$160K -1,844 -44%
DZ Bank
412
DZ Bank
Germany
$198K
ED
413
Exane Derivatives
France
$184K
ANBT
414
American National Bank & Trust
Texas
$182K -$65.6K -755 -26%
SSB
415
Sandy Spring Bank
Maryland
$156K
HCP
416
Hexagon Capital Partners
Arkansas
$154K
DA
417
DCM Advisors
New York
$149K
EDRH
418
Edmond de Rothschild Holding
Switzerland
$130K -$86.7K -1,000 -40%
MRCM
419
M&R Capital Management
New Jersey
$130K
WT
420
Whittier Trust
California
$127K +$19.6K +225 +18%
SBL
421
Sargent Bickham Lagudis
Colorado
$123K +$434 +5 +0.4%
GRP
422
Global Retirement Partners
California
$122K +$174 +2 +0.1%
SSC
423
Syverson Strege & Co
Iowa
$120K
CFGS
424
Concourse Financial Group Securities
Alabama
$117K -$31K -356 -21%
MA
425
MCF Advisors
Kentucky
$113K