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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 %
SWA
451
SOA Wealth Advisors
New York
$41K +$84 +1 +0.2%
AWM
452
Avior Wealth Management
Nebraska
$40K -$13.3K -157 -25%
PA
453
Parallel Advisors
California
$40K +$173 +2 +0.4%
SC
454
Solstein Capital
California
$38K -$35.6K -412 -48%
COCM
455
Charter Oak Capital Management
New Hampshire
$38K -$4.91K -58 -11%
WWM
456
Wagner Wealth Management
South Carolina
$37K -$17K -195 -31%
BWM
457
Baystate Wealth Management
Massachusetts
$36K
DOA
458
D'Orazio & Associates
Virginia
$35K +$169 +2 +0.5%
Jones Financial Companies
459
Jones Financial Companies
Missouri
$30K +$30K +350 New
HIA
460
Harbor Investment Advisory
Maryland
$29K
SIS
461
Sound Income Strategies
Florida
$29K +$29K +338 New
SFPG
462
Stonebridge Financial Planning Group
Florida
$27K
PK
463
Pflug Koory
Nebraska
$26K +$19.4K +225 +292%
LF
464
Lee Financial
Texas
$26K +$26K +300 New
PCA
465
Providence Capital Advisors
North Carolina
$21K
CWA
466
Core Wealth Advisors
Florida
$21K
FHA
467
First Horizon Advisors
Tennessee
$18K
TAM
468
Townsend Asset Management
North Carolina
$18K +$18K +210 New
FDCDDQ
469
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17.9K
CCA
470
Column Capital Advisors
Indiana
$17K
OSAM
471
O'Shaughnessy Asset Management
Connecticut
$17K
FF
472
FourThought Financial
Florida
$17K
AIP
473
Ameritas Investment Partners
Nebraska
$17K +$83 +1 +0.5%
BU
474
BBVA USA
Alabama
$15K
KIG
475
Kessler Investment Group
Indiana
$14K