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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.

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 Market Value Shares Shares
Change
Shares
Change %
Creative Planning
76
Creative Planning
Kansas
$9.08M 106,387 +1,917 +2%
Schroder Investment Management Group
77
Schroder Investment Management Group
United Kingdom
$8.92M 104,498
Legacy Financial Group (Iowa)
78
Legacy Financial Group (Iowa)
Iowa
$8.91M 104,390 +13,178 +14%
Janney Montgomery Scott
79
Janney Montgomery Scott
Pennsylvania
$8.9M 104,289 +4,093 +4%
HI
80
Horizon Investments
North Carolina
$8.87M 104,125 -9,462 -8%
MIM
81
Morningstar Investment Management
Illinois
$8.66M 101,460
PAG
82
Private Advisor Group
New Jersey
$8.41M 98,556 +10,511 +12%
Wellington Management Group
83
Wellington Management Group
Massachusetts
$7.64M 89,500 +5,800 +7%
WCM
84
Windsor Capital Management
Arizona
$7.63M 89,354 +637 +0.7%
BRWM
85
B. Riley Wealth Management
Tennessee
$7.63M 89,340 -3,042 -3%
PWM
86
Paulson Wealth Management
Illinois
$7.59M 88,981 +24,985 +39%
KWM
87
Kingsview Wealth Management
Oregon
$7.46M 87,367 +5,824 +7%
TCM
88
Tradewinds Capital Management
Washington
$6.88M 80,555 +36,013 +81%
DJYG
89
David J. Yvars Group
Florida
$6.87M 80,078 +2,346 +3%
RAM
90
Riggs Asset Management
Pennsylvania
$6.8M 79,663 +918 +1%
BFG
91
Baron Financial Group
New Jersey
$6.72M 78,732 -625 -0.8%
AI
92
Atria Investments
North Carolina
$6.25M 73,238 +48,104 +191%
JPMorgan Chase & Co
93
JPMorgan Chase & Co
New York
$6.2M 72,690 +4,895 +7%
MWM
94
Modera Wealth Management
New Jersey
$5.94M 69,591 +5,714 +9%
PI
95
PFS Investments
Georgia
$5.92M 66,087 -4,118 -6%
CPIG
96
Chicago Partners Investment Group
Illinois
$5.86M 66,261 -3,911 -6%
SIAP
97
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$5.78M 67,677 -344 -0.5%
MLM
98
Mount Lucas Management
Pennsylvania
$5.51M 64,518 -6,434 -9%
DI
99
Disciplined Investments
Oklahoma
$5.48M 64,163 +2,743 +4%
Citigroup
100
Citigroup
New York
$5.37M 62,952 -13,516 -18%