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SPDR Bloomberg Convertible Securities ETF

488 hedge funds and large institutions have $4.23B invested in SPDR Bloomberg Convertible Securities ETF in 2021 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 195 increasing their positions, 155 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
488
Holders Change
-4
Holders Change %
-0.81%
% of All Funds
8.57%
Holding in Top 10
33
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.13%
% of All Funds
0.58%
New
45
Increased
195
Reduced
155
Closed
40
Calls
$350M
Puts
$129M
Net Calls
+$221M
Net Calls Change
+$235M
Name Holding Trade Value Shares
Change
Shares
Change %
GRP
426
Global Retirement Partners
California
$120K +$171 +2 +0.1%
SSC
427
Syverson Strege & Co
Iowa
$118K
CCM
428
Cutler Capital Management
Massachusetts
$118K +$118K +1,379 New
MA
429
MCF Advisors
Kentucky
$111K
RCA
430
Ranch Capital Advisors
Florida
$111K +$170 +2 +0.2%
RDFA
431
Ritter Daniher Financial Advisory
Ohio
$107K +$107K +1,250 New
ANBT
432
American National Bank & Trust
Texas
$104K -$74.8K -877 -42%
DA
433
DCM Advisors
New York
$104K -$42.6K -500 -29%
WT
434
Washington Trust
Rhode Island
$103K
SLF
435
Sun Life Financial
Ontario, Canada
$99K +$99K +1,156 New
SAM
436
Strategic Asset Management
Minnesota
$96K +$96K +1,116 New
HR
437
Howe & Rusling
New York
$82K
MAM
438
Meeder Asset Management
Ohio
$75K -$5.14K -60 -6%
SAM
439
S.A. Mason
Michigan
$72K -$8.1K -95 -10%
CG
440
Cutler Group
California
$68K +$68K +800 New
AWA
441
Arkadios Wealth Advisors
Georgia
$60K -$184K -2,160 -75%
CWC
442
Carolinas Wealth Consulting
North Carolina
$60K
WT
443
Whittier Trust
California
$59K -$64.9K -764 -52%
FRA
444
Front Row Advisors
California
$56K
SMA
445
Sage Mountain Advisors
Georgia
$49K
SIM
446
Sonora Investment Management
Arizona
$49K +$49K +579 New
GFPC
447
Global Financial Private Client
Florida
$43.1K +$86 +1 +0.2%
LJHT
448
Laurie J. Hall Trustee
$43K
BC
449
Bartlett & Co
Ohio
$43K
BCWM
450
Bartlett & Co Wealth Management
Ohio
$42.7K