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SPDR Bloomberg Convertible Securities ETF
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Overview Fund Activity

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

Top Buyers

1
AWM
AE Wealth Management
Kansas
$77.7M
2
Franklin Resources
Franklin Resources
California
$48.2M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$177M
4
GM
GeoWealth Management
Illinois
$24.2M
5
B
Barings
North Carolina
$24.4M

Top Sellers

1
Jane Street
Jane Street
New York
$4.29M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$728K
3
MFM
MD Financial Management
Ontario, Canada
$59.6M
4
HNB
Huntington National Bank
Ohio
$19.2M
5
Barclays
Barclays
United Kingdom
$27.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWCA
501
J.W. Cole Advisors
Florida
– -$1.07M -12,339 Closed
GC
502
Grace Capital
Massachusetts
– -$540K -12,213 Closed
AIP
503
Almanack Investment Partners
Pennsylvania
– -$719K -8,291 Closed
FFS
504
Founders Financial Securities
Maryland
– -$603K -6,953 Closed
GIA
505
Gladstone Institutional Advisory
Florida
– -$593K -6,841 Closed
AAS
506
Avantax Advisory Services
Texas
– -$429K -4,901 Closed
LPT
507
Legacy Private Trust
Wisconsin
– -$330K -3,800 Closed
HIMC
508
Heritage Investors Management Corp
Maryland
– -$279K -3,218 Closed
CIBC Private Wealth Group
509
CIBC Private Wealth Group
Georgia
– -$267K -3,083 Closed
MNBTD
510
Moody National Bank Trust Division
Texas
– -$256K -2,957 Closed
HCM
511
Hodges Capital Management
Texas
– -$244K -2,816 Closed
LWAC
512
Laurel Wealth Advisors (California)
California
– -$226K -2,608 Closed
BCM
513
Brasada Capital Management
Texas
– -$226K -2,603 Closed
CIBC World Market
514
CIBC World Market
Ontario, Canada
– -$219K -2,529 Closed
MCWS
515
McKinley Carter Wealth Services
West Virginia
– -$200K -2,302 Closed
EDRH
516
Edmond de Rothschild Holding
Switzerland
– -$130K -1,500 Closed
LSA
517
Lion Street Advisors
Texas
– -$52K -600 Closed
MPWT
518
MassMutual Private Wealth & Trust
Connecticut
– -$50K -576 Closed
SB
519
Strategic Blueprint
Georgia
– -$44K -504 Closed
HPC
520
HM Payson & Co
Maine
– -$35K -405 Closed
CA
521
Clearstead Advisors
Ohio
– -$31K -360 Closed
LWM
522
Liberty Wealth Management
California
– -$4K -355 Closed
APC
523
Aspire Private Capital
North Carolina
– -$31K -353 Closed
TFS
524
TrustCore Financial Services
Tennessee
– -$26K -300 Closed
AF
525
Allworth Financial
California
– -$22K -252 Closed
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