CWB icon

SPDR Bloomberg Convertible Securities ETF

461 hedge funds and large institutions have $2.93B invested in SPDR Bloomberg Convertible Securities ETF in 2023 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 138 increasing their positions, 192 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
461
Holders Change
-12
Holders Change %
-2.54%
% of All Funds
7.35%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.35%
New
42
Increased
138
Reduced
192
Closed
51
Calls
$1.74M
Puts
$1.83M
Net Calls
-$91K
Net Calls Change
-$2.23M
Name Holding Trade Value Shares
Change
Shares
Change %
AFS
176
AFG Fiduciary Services
Massachusetts
$1.34M -$4.08K -61 -0.3%
AIA
177
Arrow Investment Advisors
Maryland
$1.34M +$49.1K +724 +4%
EWA
178
EP Wealth Advisors
California
$1.33M -$269K -3,963 -17%
CFA
179
Cahill Financial Advisors
Minnesota
$1.33M +$19.1K +281 +1%
CFO
180
CVA Family Office
Colorado
$1.33M -$148K -2,184 -10%
CCT
181
Capital City Trust
Florida
$1.29M
DAS
182
Dynamic Advisor Solutions
Arizona
$1.26M +$31.5K +464 +3%
DFCM
183
Dark Forest Capital Management
Puerto Rico
$1.25M +$1.25M +18,493 New
MPPLM
184
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.24M -$50.2K -740 -4%
MI
185
Moneywise Inc
Virginia
$1.22M -$953K -14,060 -44%
OMC
186
Overbrook Management Corp
New York
$1.21M -$195K -2,875 -14%
NEPWA
187
New England Private Wealth Advisors
Massachusetts
$1.2M +$19.2K +283 +2%
FIA
188
Foundations Investment Advisors
Arizona
$1.19M -$438K -6,455 -27%
GW
189
GW & Wade
Massachusetts
$1.15M
HWAM
190
Hennion & Walsh Asset Management
New Jersey
$1.14M -$323K -4,771 -22%
SRC
191
Sage Rhino Capital
California
$1.11M -$62.4K -920 -5%
AI
192
AXS Investments
New York
$1.08M +$610K +9,000 +129%
BCM
193
BlueCrest Capital Management
Jersey
$1.08M -$565K -8,339 -34%
SW
194
SteelPeak Wealth
California
$1.07M +$91.9K +1,356 +9%
PAA
195
Peregrine Asset Advisers
Oregon
$1.06M +$1.06M +15,668 New
CCA
196
Cottonwood Capital Advisors
Utah
$1.05M -$52.7K -777 -5%
CAG
197
Csenge Advisory Group
Florida
$1.04M -$64K -944 -6%
M&T Bank
198
M&T Bank
New York
$1.04M
Comerica Bank
199
Comerica Bank
Texas
$1.03M +$1.03M +15,129 New
AFP
200
Ausdal Financial Partners
Iowa
$1.01M +$881 +13 +0.1%