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SPDR Bloomberg Convertible Securities ETF

399 hedge funds and large institutions have $2.94B invested in SPDR Bloomberg Convertible Securities ETF in 2020 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 129 increasing their positions, 160 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
399
Holders Change
+13
Holders Change %
+3.37%
% of All Funds
8.07%
Holding in Top 10
27
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.57%
% of All Funds
0.55%
New
49
Increased
129
Reduced
160
Closed
33
Calls
$1.88M
Puts
$289K
Net Calls
+$1.59M
Net Calls Change
-$207M
Name Holding Trade Value Shares
Change
Shares
Change %
GWM
126
Geneos Wealth Management
Colorado
$2.42M +$43.1K +637 +2%
WB
127
WesBanco Bank
West Virginia
$2.4M -$3.64M -52,888 -60%
AFP
128
Ausdal Financial Partners
Iowa
$2.35M +$494K +7,163 +27%
OPS
129
Orion Portfolio Solutions
Nebraska
$2.34M +$2.32M +33,655 +9,507%
PIA
130
Powell Investment Advisors
Florida
$2.32M +$57.9K +840 +3%
RA
131
RFG Advisory
Alabama
$2.31M +$650K +9,433 +39%
BRWA
132
B. Riley Wealth Advisors
Florida
$2.23M +$1.13M +17,187 +102%
AIA
133
Arrow Investment Advisors
Maryland
$2.23M -$182K -2,647 -8%
PG
134
Patten Group
Tennessee
$2.23M +$34.5K +500 +2%
Mirae Asset Global Investments
135
Mirae Asset Global Investments
South Korea
$2.2M -$1.77M -25,713 -45%
QAM
136
Q3 Asset Management
Michigan
$2.19M -$438K -6,356 -17%
RFWA
137
RPg Family Wealth Advisory
Massachusetts
$2.18M +$63.5K +922 +3%
Nomura Asset Management
138
Nomura Asset Management
Japan
$2.17M -$1.13M -16,427 -34%
SIAS
139
Shine Investment Advisory Services
Colorado
$2.16M
SW
140
SkyOak Wealth
Michigan
$2.04M -$365K -5,301 -15%
APA
141
American Portfolios Advisors
New York
$2.02M +$61.6K +894 +3%
WTC
142
WhitTier Trust Company
Nevada
$2.01M -$16.5K -240 -0.8%
UCFA
143
United Capital Financial Advisors
Texas
$2.01M -$7.72M -112,061 -79%
ACM
144
Anfield Capital Management
California
$1.97M -$476K -6,912 -19%
William Blair & Company
145
William Blair & Company
Illinois
$1.96M +$1.5M +21,795 +326%
QFA
146
Quattro Financial Advisors
Texas
$1.89M +$1.89M +26,493 New
PWM
147
Provident Wealth Management
Tennessee
$1.87M +$97.2K +1,411 +6%
HWM
148
Howard Wealth Management
Connecticut
$1.81M +$117K +1,700 +7%
Invesco
149
Invesco
Georgia
$1.8M -$305K -4,424 -14%
BFEC
150
Benjamin F. Edwards & Company
Missouri
$1.78M +$1.54M +22,421 +646%