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SPDR Bloomberg Convertible Securities ETF

484 hedge funds and large institutions have $2.98B invested in SPDR Bloomberg Convertible Securities ETF in 2022 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 141 increasing their positions, 212 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
484
Holders Change
-35
Holders Change %
-6.74%
% of All Funds
7.66%
Holding in Top 10
25
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.71%
% of All Funds
0.4%
New
42
Increased
141
Reduced
212
Closed
70
Calls
$1.98M
Puts
$28.5M
Net Calls
-$26.5M
Net Calls Change
+$53.2M
Name Holding Trade Value Shares
Change
Shares
Change %
EP
201
Eudaimonia Partners
Tennessee
$1.11M +$1.11M +14,364 New
LWM
202
Laidlaw Wealth Management
New York
$1.09M -$56.2K -730 -5%
Cetera Investment Advisers
203
Cetera Investment Advisers
Illinois
$1.08M -$13.5M -175,614 -93%
BOTW
204
Bank of the West
California
$1.08M -$60.4K -785 -5%
AWA
205
Aletheian Wealth Advisors
Washington
$1.06M +$174K +2,266 +20%
JG
206
Jefferies Group
New York
$1.05M +$244K +3,170 +30%
CCM
207
Covington Capital Management
California
$1.05M -$26.9K -350 -3%
SAS
208
Sanford Advisory Services
Michigan
$1.01M +$134K +1,738 +15%
MP
209
McDonald Partners
Ohio
$1.01M +$861K +11,189 +590%
CFGS
210
Concourse Financial Group Securities
Alabama
$989K -$21.9K -285 -2%
BF
211
BOK Financial
Oklahoma
$988K -$3.69K -48 -0.4%
GEA
212
Glen Eagle Advisors
New Jersey
$977K -$746K -9,694 -43%
CCFM
213
Clear Creek Financial Management
Washington
$972K +$42.9K +578 +5%
CA
214
CoreCap Advisors
Michigan
$931K -$371K -4,817 -28%
PPP
215
Private Portfolio Partners
New Jersey
$923K -$41.4K -538 -4%
SCG
216
Sonata Capital Group
Washington
$904K
CG
217
Colony Group
Massachusetts
$889K -$91.6K -1,191 -9%
DIM
218
Delta Investment Management
California
$885K +$462 +6 +0.1%
SPC
219
Sigma Planning Corp
Michigan
$882K -$523K -6,800 -37%
TSS
220
Two Sigma Securities
New York
$874K +$874K +11,363 New
JWCA
221
J.W. Coons Advisors
Ohio
$866K -$14.6K -190 -2%
LTI
222
Laffer Tengler Investments
Tennessee
$865K -$93.3K -1,212 -10%
MC
223
Moors & Cabot
Massachusetts
$848K +$64.9K +843 +8%
Lazard Asset Management
224
Lazard Asset Management
New York
$846K -$912K
KFI
225
Key Financial Inc
Pennsylvania
$824K -$180K -2,343 -18%