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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 %
GI
476
Gradient Investments
Minnesota
$10K -$4.73K -52 -32%
NFSG
477
Newbridge Financial Services Group
Florida
$10K -$4.27K -50 -30%
CWP
478
Concord Wealth Partners
Virginia
$9K
HWMA
479
Heritage Wealth Management (Arizona)
Arizona
$9K +$9K +99 New
PWS
480
Paragon Wealth Strategies
Florida
$9K +$9K +106 New
AIC
481
Archer Investment Corporation
Indiana
$8.67K
FFA
482
Founders Financial Alliance
North Carolina
$8K
BNP Paribas Financial Markets
483
BNP Paribas Financial Markets
France
$7.03K
PK
484
Pflug Koory
Nebraska
$7K
TFGT
485
TS Financial Group (TSFG)
Illinois
$6K
TWM
486
Tradition Wealth Management
Minnesota
$6K +$6K +67 New
NC
487
NewSquare Capital
Pennsylvania
$5K -$118K -1,489 -96%
AA
488
Ancora Advisors
Ohio
$5K
LPWM
489
Lake Point Wealth Management
Texas
$5K +$5K +53 New
FIG
490
FundX Investment Group
California
$4.67K -$276K -515,826 -98%
LWM
491
Liberty Wealth Management
California
$4K +$4K +355 New
MA
492
Montag & Associates
Georgia
$2K
TFA
493
Toth Financial Advisory
Virginia
$2K
1IA
494
1834 Investment Advisors
Wisconsin
$1K -$370K -3,330 -100%
LAS
495
Lloyd Advisory Services
Georgia
$1K -$360K -2,160 -100%
TFA
496
Transamerica Financial Advisors
Florida
$1K
AC
497
Athanor Capital
New York
-$16.7M -200,000 Closed
JWM
498
Jackson Wealth Management
Florida
-$16.5M -197,503 Closed
FF
499
Friedenthal Financial
New Jersey
-$5.12M -61,406 Closed
SIM
500
SSI Investment Management
California
-$3.73M -44,798 Closed