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SPDR Bloomberg Convertible Securities ETF

484 hedge funds and large institutions have $2.98B invested in SPDR Bloomberg Convertible Securities ETF in 2022 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 141 increasing their positions, 212 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
484
Holders Change
-35
Holders Change %
-6.74%
% of All Funds
7.66%
Holding in Top 10
25
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.71%
% of All Funds
0.4%
New
42
Increased
141
Reduced
212
Closed
70
Calls
$1.98M
Puts
$28.5M
Net Calls
-$26.5M
Net Calls Change
+$53.2M
Name Holding Trade Value Shares
Change
Shares
Change %
GWANC
401
Guardian Wealth Advisors (North Carolina)
North Carolina
$111K
TF
402
Tompkins Financial
New York
$108K
SSC
403
Syverson Strege & Co
Iowa
$106K
FPB
404
First PREMIER Bank
South Dakota
$106K +$106K +1,375 New
CCM
405
Cutler Capital Management
Massachusetts
$104K -$1.69K -22 -2%
AssetMark Inc
406
AssetMark Inc
California
$103K -$95.3K -1,236 -48%
MA
407
MCF Advisors
Kentucky
$100K +$100K +1,300 New
OFG
408
Oxford Financial Group
Indiana
$97K
WT
409
Washington Trust
Rhode Island
$93K
GRP
410
Global Retirement Partners
California
$92K -$723 -11 -0.8%
ANBT
411
American National Bank & Trust
Texas
$88K
Qube Research & Technologies (QRT)
412
Qube Research & Technologies (QRT)
United Kingdom
$84K -$998K -12,974 -92%
ARIS
413
Advanced Research Investment Solutions
California
$81K +$81K +1,049 New
HBW
414
Hazlett, Burt & Watson
West Virginia
$81K +$81K +1,050 New
FFWM
415
Future Financial Wealth Management
Ohio
$77K
SCA
416
Sandy Cove Advisors
Massachusetts
$77K
LWP
417
Laurel Wealth Planning
Minnesota
$77K +$77K +1,000 New
SAM
418
S.A. Mason
Michigan
$76K
BAM
419
Baldrige Asset Management
Pennsylvania
$74K -$68.8K -893 -48%
HR
420
Howe & Rusling
New York
$74K
WWM
421
Wagner Wealth Management
South Carolina
$66K +$33K +425 +100%
EWA
422
EverSource Wealth Advisors
Alabama
$59K -$2.51K -33 -4%
CWC
423
Carolinas Wealth Consulting
North Carolina
$54K -$18.8K -244 -26%
WT
424
Whittier Trust
California
$53K
FRA
425
Front Row Advisors
California
$51K