CWB icon

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 %
RCA
426
Ranch Capital Advisors
Florida
$113K +$173 +2 +0.2%
WT
427
Washington Trust
Rhode Island
$105K +$92.3K +1,064 +724%
ACA
428
Aptus Capital Advisors
Alabama
$100K +$78.2K +1,343 +359%
SWM
429
Selective Wealth Management
Virginia
$95K +$95K +1,090 New
HR
430
Howe & Rusling
New York
$84K
EW
431
Element Wealth
Mississippi
$84K
SAM
432
S.A. Mason
Michigan
$82K +$20.5K +235 +33%
MAM
433
Meeder Asset Management
Ohio
$81K
SC
434
Solstein Capital
California
$74K -$52.5K -605 -42%
SFSIG
435
San Francisco Sentry Investment Group
California
$74K -$23K -264 -24%
CWC
436
Carolinas Wealth Consulting
North Carolina
$61K
BCV
437
Banque Cantonale Vaudoise
Switzerland
$57K +$57K +652 New
FRA
438
Front Row Advisors
California
$55K -$1.92K -23 -3%
AWM
439
Avior Wealth Management
Nebraska
$54K -$17.4K -203 -24%
WWM
440
Wagner Wealth Management
South Carolina
$54K
LSA
441
Lion Street Advisors
Texas
$52K +$52K +600 New
MPWT
442
MassMutual Private Wealth & Trust
Connecticut
$50K +$50K +576 New
SMA
443
Sage Mountain Advisors
Georgia
$49K
Franklin Resources
444
Franklin Resources
California
$49K +$49K +568 New
COCM
445
Charter Oak Capital Management
New Hampshire
$44K -$42.4K -489 -49%
SB
446
Strategic Blueprint
Georgia
$44K +$44K +504 New
GFPC
447
Global Financial Private Client
Florida
$43.6K
BCWM
448
Bartlett & Co Wealth Management
Ohio
$43.4K
LJHT
449
Laurie J. Hall Trustee
$43K
BC
450
Bartlett & Co
Ohio
$43K