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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 %
SAM
201
SignalPoint Asset Management
Missouri
$998K -$85.3K -1,238 -8%
HCM
202
Hengehold Capital Management
Ohio
$957K
SPC
203
Sigma Planning Corp
Michigan
$957K +$93.6K +1,359 +11%
MC
204
Moors & Cabot
Massachusetts
$928K +$664K +9,629 +251%
DIA
205
Dana Investment Advisors
Wisconsin
$927K +$927K +13,455 New
VFA
206
Values First Advisors
Tennessee
$901K +$25K +363 +3%
IB
207
Intrust Bank
Kansas
$892K -$19.4K -281 -2%
SWIG
208
Strategic Wealth Investment Group
Kentucky
$892K +$42.2K +613 +5%
BAM
209
BTS Asset Management
Massachusetts
$888K +$301K +4,366 +51%
SW
210
SteelPeak Wealth
California
$882K -$64.3K -933 -7%
HH
211
Hilltop Holdings
Texas
$879K -$21.8K -317 -2%
CCT
212
Capital City Trust
Florida
$866K -$386K -5,595 -31%
AAS
213
Avantax Advisory Services
Texas
$847K +$847K +12,223 New
Baird Financial Group
214
Baird Financial Group
Wisconsin
$837K +$81K +1,175 +11%
SCG
215
Sonata Capital Group
Washington
$829K
CG
216
Colony Group
Massachusetts
$824K -$127K -1,846 -13%
CA
217
Calton & Associates
Florida
$816K -$31.7K -460 -4%
MSAM
218
Moloney Securities Asset Management
Missouri
$813K +$142K +2,068 +21%
BJL
219
Brighton Jones LLC
Washington
$793K +$482 +7 +0.1%
MIAN
220
Mariner Independent Advisor Network
Kansas
$787K +$69 +1 +0%
SW
221
StrongBox Wealth
Missouri
$776K -$91.3K -1,324 -11%
CCM
222
Covington Capital Management
California
$771K +$51.6K +750 +7%
GM
223
GeoWealth Management
Illinois
$770K -$116K -1,681 -13%
COF
224
Capital One Financial
Virginia
$765K -$1.33M -19,281 -63%
CCG
225
Chatham Capital Group
Georgia
$761K