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SPDR Bloomberg Convertible Securities ETF

464 hedge funds and large institutions have $2.23B invested in SPDR Bloomberg Convertible Securities ETF in 2024 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 138 increasing their positions, 171 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
464
Holders Change
+7
Holders Change %
+1.53%
% of All Funds
6.73%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.2%
New
51
Increased
138
Reduced
171
Closed
37
Calls
$1.19M
Puts
$716K
Net Calls
+$475K
Net Calls Change
-$1.36M
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
401
S.A. Mason
Michigan
$48.4K +$5.62K +77 +13%
SR
402
Syntax Research
Florida
$45.4K
FRA
403
Front Row Advisors
California
$45.4K +$5.92K +81 +15%
AWM
404
Avior Wealth Management
Nebraska
$41.6K
SMA
405
Sage Mountain Advisors
Georgia
$41.6K
Franklin Resources
406
Franklin Resources
California
$41.5K
SWA
407
SOA Wealth Advisors
New York
$37.8K +$146 +2 +0.4%
LJHT
408
Laurie J. Hall Trustee
$37K
SIS
409
Sound Income Strategies
Florida
$34.1K
CT
410
Colonial Trust
South Carolina
$31.1K
FFA
411
Frazier Financial Advisors
Ohio
$29.1K
AA
412
Ancora Advisors
Ohio
$29.1K
HI
413
Harbour Investments
Wisconsin
$28K
MG
414
Mather Group
Illinois
$27.6K +$27.6K +383 New
FPF
415
First Pacific Financial
Washington
$27.1K +$27.1K +371 New
EWA
416
EverSource Wealth Advisors
Alabama
$26.7K +$19.9K +283 +292%
RLIM
417
Red Lighthouse Investment Management
New York
$25.6K
RFG
418
REAP Financial Group
Texas
$22.7K
PA
419
Pineridge Advisors
Missouri
$22.6K -$32.4K -443 -59%
PCMC
420
Planning Capital Management Corporation
Pennsylvania
$21.9K
Fifth Third Bancorp
421
Fifth Third Bancorp
Ohio
$20.7K -$163K -2,233 -89%
TCM
422
Tradewinds Capital Management
Washington
$20K -$3.8K -52 -16%
BCMLT
423
Beacon Capital Management LLC (Tennessee)
Tennessee
$19.5K
CPG
424
Cornerstone Planning Group
New Jersey
$19.4K -$41.5K -584 -68%
VAG
425
VisionPoint Advisory Group
Texas
$19K