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SPDR Bloomberg Convertible Securities ETF

455 hedge funds and large institutions have $2.31B invested in SPDR Bloomberg Convertible Securities ETF in 2022 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 134 increasing their positions, 167 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
455
Holders Change
-1
Holders Change %
-0.22%
% of All Funds
7.87%
Holding in Top 10
17
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-22.73%
% of All Funds
0.29%
New
49
Increased
134
Reduced
167
Closed
44
Calls
$4.73M
Puts
$31.1M
Net Calls
-$26.4M
Net Calls Change
+$4.05M
Name Holding Trade Value Shares
Change
Shares
Change %
TW
151
Towerpoint Wealth
California
$1.53M -$107K -1,692 -7%
SW
152
SkyOak Wealth
Michigan
$1.5M -$21.7K -343 -1%
CFO
153
CVA Family Office
Colorado
$1.48M -$133K -2,098 -8%
AIA
154
Arrow Investment Advisors
Maryland
$1.48M +$1.48M +23,348 New
RJT
155
Raymond James Trust
Florida
$1.47M
OAM
156
Occidental Asset Management
California
$1.44M +$2.79K +44 +0.2%
WAM
157
Worth Asset Management
Texas
$1.42M +$1.39M +21,982 +4,227%
IA
158
IFP Advisors
Florida
$1.37M +$50K +1,059 +4%
Carson Wealth (CWM LLC)
159
Carson Wealth (CWM LLC)
Nebraska
$1.37M -$76.1K -1,202 -5%
EWA
160
EP Wealth Advisors
California
$1.36M +$1.05M +16,577 +335%
CCA
161
Cottonwood Capital Advisors
Utah
$1.36M -$823 -13 -0.1%
CWS
162
Confluence Wealth Services
Pennsylvania
$1.32M
CAN
163
Claraphi Advisory Network
United States
$1.32M -$156K -2,463 -11%
LMKC
164
L.M. Kohn & Company
Ohio
$1.31M +$95K +1,500 +8%
ORC
165
O'Rourke & Company
Massachusetts
$1.29M +$92.4K +1,459 +8%
DA
166
Detalus Advisors
Missouri
$1.29M +$1.05M +16,522 +433%
AFS
167
AFG Fiduciary Services
Massachusetts
$1.25M +$81.9K +1,294 +7%
PWM
168
Provident Wealth Management
Tennessee
$1.24M -$45K -711 -3%
NA
169
NewEdge Advisors
Louisiana
$1.23M -$565K -8,928 -31%
WP
170
WealthSource Partners
California
$1.21M +$14.7K +232 +1%
Cetera Investment Advisers
171
Cetera Investment Advisers
Illinois
$1.21M +$774K +12,228 +178%
SPC
172
Sigma Planning Corp
Michigan
$1.21M +$516K +8,155 +75%
ACS
173
Archford Capital Strategies
Illinois
$1.2M -$15.4K -244 -1%
NSB
174
Norway Savings Bank
Maine
$1.19M +$629K +9,940 +112%
PFS
175
Prospera Financial Services
Texas
$1.17M -$70.4K -1,111 -6%