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SPDR Bloomberg Convertible Securities ETF

484 hedge funds and large institutions have $2.98B invested in SPDR Bloomberg Convertible Securities ETF in 2022 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 141 increasing their positions, 212 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
484
Holders Change
-35
Holders Change %
-6.74%
% of All Funds
7.66%
Holding in Top 10
25
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.71%
% of All Funds
0.4%
New
42
Increased
141
Reduced
212
Closed
70
Calls
$1.98M
Puts
$28.5M
Net Calls
-$26.5M
Net Calls Change
+$53.2M
Name Holding Trade Value Shares
Change
Shares
Change %
TCM
426
Tradewinds Capital Management
Washington
$49K -$11.6M -151,292 -100%
CWP
427
Concord Wealth Partners
Virginia
$46K
S
428
SignatureFD
Georgia
$45K +$45K +586 New
Franklin Resources
429
Franklin Resources
California
$44K
SMA
430
Sage Mountain Advisors
Georgia
$44K
SAM
431
Strategic Asset Management
Minnesota
$43K
BCWM
432
Bartlett & Co Wealth Management
Ohio
$38.5K +$38.5K +500 New
LJHT
433
Laurie J. Hall Trustee
$38K
SWA
434
SOA Wealth Advisors
New York
$38K +$77 +1 +0.2%
BC
435
Bartlett & Co
Ohio
$38K +$38K +500 New
CP
436
Castleview Partners
Texas
$37K -$3.89M -50,868 -99%
KFS
437
Kelly Financial Services
Massachusetts
$36.9K +$36.9K +479 New
PA
438
Parallel Advisors
California
$36K +$77 +1 +0.2%
SC
439
Solstein Capital
California
$34K
WAM
440
Worth Asset Management
Texas
$34K +$34K +520 New
VRM
441
Vectors Research Management
New York
$31K -$37.9K -489 -55%
BWM
442
Baystate Wealth Management
Massachusetts
$31K
OSAM
443
O'Shaughnessy Asset Management
Connecticut
$31K +$31K +404 New
AIA
444
Armor Investment Advisors
North Carolina
$29K +$29K +375 New
BLC
445
Brown, Lisle/Cummings
Rhode Island
$26.9K
HIA
446
Harbor Investment Advisory
Maryland
$26K
AWM
447
Avior Wealth Management
Nebraska
$24K -$8.75K -117 -27%
PK
448
Pflug Koory
Nebraska
$23K
TRCT
449
Tower Research Capital (TRC)
New York
$23K +$23K +303 New
SIS
450
Sound Income Strategies
Florida
$22K -$2.48K -32 -10%