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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 %
SWA
451
SOA Wealth Advisors
New York
$42K
PA
452
Parallel Advisors
California
$40K -$19.2K -221 -32%
DOA
453
D'Orazio & Associates
Virginia
$36K -$4.81K -55 -12%
BWM
454
Baystate Wealth Management
Massachusetts
$36K +$1.21K +14 +3%
HPC
455
HM Payson & Co
Maine
$35K
APC
456
Aspire Private Capital
North Carolina
$31K +$6.15K +70 +25%
CA
457
Clearstead Advisors
Ohio
$31K +$31K +360 New
HIA
458
Harbor Investment Advisory
Maryland
$29K
CP
459
Castleview Partners
Texas
$27K +$27K +308 New
SFPG
460
Stonebridge Financial Planning Group
Florida
$26K
TFS
461
TrustCore Financial Services
Tennessee
$26K +$26K +300 New
CWA
462
Core Wealth Advisors
Florida
$22K -$66K -750 -75%
AF
463
Allworth Financial
California
$22K
PCA
464
Providence Capital Advisors
North Carolina
$22K +$22K +250 New
FHA
465
First Horizon Advisors
Tennessee
$19K -$5.62K -68 -23%
FDCDDQ
466
Federation des caisses Desjardins du Quebec
Quebec, Canada
$18.2K
TC
467
Truvestments Capital
Florida
$18K +$89 +1 +0.5%
CCA
468
Column Capital Advisors
Indiana
$17K
AIP
469
Ameritas Investment Partners
Nebraska
$17K
FF
470
FourThought Financial
Florida
$17K
OSAM
471
O'Shaughnessy Asset Management
Connecticut
$17K +$17K +200 New
BU
472
BBVA USA
Alabama
$15K +$15K +178 New
KIG
473
Kessler Investment Group
Indiana
$14K
KFAA
474
Klaas Financial Asset Advisors
Illinois
$13K
SCA
475
Stonebridge Capital Advisors
Minnesota
$11K