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SPDR Bloomberg Convertible Securities ETF

510 hedge funds and large institutions have $2.95B invested in SPDR Bloomberg Convertible Securities ETF in 2024 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 153 increasing their positions, 147 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
510
Holders Change
+57
Holders Change %
+12.58%
% of All Funds
6.79%
Holding in Top 10
20
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+33.33%
% of All Funds
0.27%
New
94
Increased
153
Reduced
147
Closed
29
Calls
$47K
Puts
$70K
Net Calls
-$23K
Net Calls Change
-$100K
Name Holding Trade Value Shares
Change
Shares
Change %
NA
401
Navellier & Associates
Nevada
$201K +$201K +2,578 New
CAM
402
Creekmur Asset Management
Illinois
$201K
WFA
403
Wells Financial Advisors
Massachusetts
$200K -$21.4K -275 -10%
SS
404
Sunbelt Securities
Texas
$198K +$198K +2,534 New
BWL
405
Bogart Wealth LLC
Virginia
$187K
BBHC
406
Brown Brothers Harriman & Co
New York
$187K
DF
407
Dunhill Financial
United Kingdom
$185K +$35.8K +459 +24%
UCB
408
United Community Bank
South Carolina
$170K
SS
409
SBI Securities
Japan
$152K +$152K +1,955 New
CFGS
410
Concourse Financial Group Securities
Alabama
$146K -$7.07K -88 -5%
BF
411
BOK Financial
Oklahoma
$141K
CIAS
412
Capital Investment Advisory Services
North Carolina
$140K
HI
413
Harbour Investments
Wisconsin
$127K +$54.1K +695 +74%
EB
414
Eastern Bank
Massachusetts
$125K
CFB
415
Cullen/Frost Bankers
Texas
$124K -$1.17K -15 -0.9%
TCOV
416
Trust Company of Vermont
Vermont
$122K
HCP
417
Hexagon Capital Partners
Arkansas
$119K
OHWP
418
Oak Harbor Wealth Partners
North Carolina
$117K
HBW
419
Hazlett, Burt & Watson
West Virginia
$107K +$311 +4 +0.3%
NP
420
NorthRock Partners
Minnesota
$103K -$183K -2,353 -64%
TF
421
Tompkins Financial
New York
$102K
MA
422
MCF Advisors
Kentucky
$101K
T
423
Transce3nd
Texas
$97.3K +$97.3K +1,249 New
WT
424
Washington Trust
Rhode Island
$94.3K
OC
425
Oakworth Capital
Alabama
$93.2K