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SPDR Bloomberg Convertible Securities ETF

437 hedge funds and large institutions have $2.04B invested in SPDR Bloomberg Convertible Securities ETF in 2023 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 115 increasing their positions, 178 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
437
Holders Change
-34
Holders Change %
-7.22%
% of All Funds
6.99%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.26%
New
49
Increased
115
Reduced
178
Closed
70
Calls
$2.29M
Puts
$12K
Net Calls
+$2.28M
Net Calls Change
-$83K
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
201
SignalPoint Asset Management
Missouri
$669K -$2.42K -36 -0.4%
Invesco
202
Invesco
Georgia
$647K -$60.3K -899 -9%
CAG
203
Csenge Advisory Group
Florida
$643K -$4.45M -66,277 -87%
HCM
204
Highview Capital Management
Illinois
$637K
RT
205
Rockland Trust
Massachusetts
$635K -$1.23M -18,361 -66%
CA
206
Cetera Advisors
Colorado
$631K -$484K -7,215 -43%
RW
207
RVW Wealth
California
$621K +$3.29K +49 +0.5%
LFAS
208
Level Four Advisory Services
Texas
$618K -$54.3K -809 -8%
WP
209
WealthSource Partners
California
$611K -$568K -8,469 -48%
LFA
210
Laraway Financial Advisors
Minnesota
$605K
JWCA
211
J.W. Cole Advisors
Florida
$604K +$9.66K +144 +2%
JWCA
212
J.W. Coons Advisors
Ohio
$600K -$174K -2,600 -23%
SCG
213
Sonata Capital Group
Washington
$587K
OPS
214
Orion Portfolio Solutions
Nebraska
$585K +$156K +2,325 +36%
BCI
215
Brinker Capital Investments
Pennsylvania
$585K +$337K +5,024 +136%
SWM
216
Spire Wealth Management
Virginia
$585K +$11.3K +169 +2%
CWM
217
Connecticut Wealth Management
Connecticut
$584K
HCM
218
Hengehold Capital Management
Ohio
$582K
SAG
219
SageView Advisory Group
California
$580K -$95.2K -1,419 -14%
Qube Research & Technologies (QRT)
220
Qube Research & Technologies (QRT)
United Kingdom
$574K +$574K +8,557 New
DADC
221
D.A. Davidson & Co
Montana
$571K -$17.4K -260 -3%
FA
222
Faithward Advisors
Pennsylvania
$559K -$360K -5,428 -39%
SWP
223
Stratos Wealth Partners
Ohio
$549K -$2.11M -31,397 -79%
SC
224
Seldon Capital
California
$546K +$107K +1,592 +24%
CRWM
225
Castle Rock Wealth Management
California
$544K +$118K +1,791 +28%