CWB icon

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 Holding Trade Value Shares
Change
Shares
Change %
PWM
101
Penobscot Wealth Management
Maine
$5.35M +$240K +2,814 +5%
CAG
102
Csenge Advisory Group
Florida
$5.35M +$847K +9,877 +19%
CF
103
Centaurus Financial
California
$5.23M +$1.62M +19,014 +45%
MIAN
104
Mariner Independent Advisor Network
Kansas
$5.12M +$386K +4,503 +8%
CAN
105
Cetera Advisor Networks
California
$4.74M -$447K -5,234 -9%
DWMG
106
DB Wealth Management Group
California
$4.66M -$64.9K -761 -1%
NL
107
NEPC LLC
Massachusetts
$4.59M
CCM
108
Crew Capital Management
Ohio
$4.54M +$69.1K +810 +2%
NA
109
NewEdge Advisors
Louisiana
$4.43M -$4.43M -51,949 -50%
EAMA
110
EFG Asset Management (Americas)
Florida
$4.42M -$512 -6 -0%
TA
111
TFG Advisers
Michigan
$4.41M +$9.56K +112 +0.2%
Mirae Asset Global Investments
112
Mirae Asset Global Investments
South Korea
$4.31M -$452K -5,300 -9%
NRI
113
NFP Retirement Inc
California
$4.29M +$76.1K +892 +2%
Jane Street
114
Jane Street
New York
$4.29M -$302M -3,542,539 -99%
IWA
115
IBEX Wealth Advisors
New Jersey
$4.28M +$237K +2,782 +6%
GSWM
116
Golden State Wealth Management
California
$4.21M +$208K +2,440 +5%
HighTower Advisors
117
HighTower Advisors
Illinois
$4.13M -$8.69M -101,744 -68%
PCIA
118
Prime Capital Investment Advisors
Kansas
$3.97M +$162K +1,895 +4%
FANJ
119
Financial Architects (New Jersey)
New Jersey
$3.92M +$3.16K +37 +0.1%
William Blair & Company
120
William Blair & Company
Illinois
$3.81M +$150K +1,753 +4%
CAN
121
Claraphi Advisory Network
United States
$3.72M +$4.1K +48 +0.1%
IAIM
122
International Assets Investment Management
Florida
$3.68M -$369K -6,776 -9%
SFS
123
Sowell Financial Services
Arkansas
$3.61M +$351K +4,115 +11%
AG
124
Appleton Group
Wisconsin
$3.59M -$78.9K -924 -2%
Rockefeller Capital Management
125
Rockefeller Capital Management
New York
$3.51M -$3.01M -35,268 -46%