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SPDR Bloomberg Convertible Securities ETF

456 hedge funds and large institutions have $2.08B invested in SPDR Bloomberg Convertible Securities ETF in 2022 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 116 increasing their positions, 206 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
456
Holders Change
-28
Holders Change %
-5.79%
% of All Funds
7.71%
Holding in Top 10
22
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12%
% of All Funds
0.37%
New
37
Increased
116
Reduced
206
Closed
59
Calls
$1.31M
Puts
$31.7M
Net Calls
-$30.4M
Net Calls Change
-$3.87M
Name Holding Trade Value Shares
Change
Shares
Change %
CWA
401
Core Wealth Advisors
Florida
$32K +$16K +250 +100%
FPB
402
First PREMIER Bank
South Dakota
$31K -$58.7K -900 -65%
PA
403
Parallel Advisors
California
$30K +$127 +2 +0.4%
WWM
404
Wagner Wealth Management
South Carolina
$27K -$27K -425 -50%
BWM
405
Baystate Wealth Management
Massachusetts
$26K
VRM
406
Vectors Research Management
New York
$26K
GIA
407
Goodwin Investment Advisory
Georgia
$26K +$24.9K +386 +2,413%
MHR
408
Matthew Hamilton Rosenberg
$24K +$24K +377 New
SN
409
Sittner & Nelson
Oregon
$23K +$23K +360 New
KFS
410
Kelly Financial Services
Massachusetts
$22.6K -$8.33K -129 -27%
FWA
411
FSC Wealth Advisors
New York
$22K -$2.9M -44,453 -99%
HIA
412
Harbor Investment Advisory
Maryland
$22K
BCMLT
413
Beacon Capital Management LLC (Tennessee)
Tennessee
$21K
AWM
414
Avior Wealth Management
Nebraska
$20K
CAAS
415
Capital Asset Advisory Services
Michigan
$20K +$20K +307 New
FPS
416
Fieldpoint Private Securities
Connecticut
$19K -$357K -5,630 -95%
PK
417
Pflug Koory
Nebraska
$19K
SIS
418
Sound Income Strategies
Florida
$18K
PCA
419
Providence Capital Advisors
North Carolina
$16K
TSWM
420
Tyler-Stone Wealth Management
Ohio
$16K
SC
421
Solstein Capital
California
$15K -$12.5K -200 -45%
COCM
422
Charter Oak Capital Management
New Hampshire
$15K +$67 +1 +0.4%
TAM
423
Townsend Asset Management
North Carolina
$14K
GFPC
424
Global Financial Private Client
Florida
$13.6K
FDCDDQ
425
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.6K