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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 %
BBHC
201
Brown Brothers Harriman & Co
New York
$1M +$841K +12,400 +517%
CCFM
202
Clear Creek Financial Management
Washington
$981K +$1.9K +28 +0.2%
PA
203
Pinnacle Associates
New York
$981K -$38K -560 -4%
CRC
204
Curi RMB Capital
Illinois
$963K +$11.9K +175 +1%
LFASL
205
Lugano Financial Advisors SA (LFA)
Switzerland
$948K -$551K -8,127 -37%
PWP
206
Pursue Wealth Partners
California
$909K -$242K -3,575 -21%
KFI
207
Key Financial Inc
Pennsylvania
$908K +$6.44K +95 +0.7%
HA
208
Herold Advisors
New York
$902K
NA
209
NewEdge Advisors
Louisiana
$901K +$185K +2,732 +26%
WIA
210
World Investment Advisors
California
$897K -$23.2K -342 -3%
AF
211
Apexium Financial
Texas
$881K -$26.6K -393 -3%
VFA
212
Values First Advisors
Tennessee
$875K +$33K +486 +4%
Invesco
213
Invesco
Georgia
$841K +$475 +7 +0.1%
SWAG
214
Spectrum Wealth Advisory Group
California
$837K -$16.3K -241 -2%
DWA
215
Dorsey Wright & Associates
California
$825K -$73.5K -1,084 -8%
TCM
216
Telos Capital Management
California
$822K -$7.39K -109 -0.9%
Corient Private Wealth
217
Corient Private Wealth
Florida
$816K -$52.9K -780 -6%
IWS
218
Insight Wealth Strategies
California
$807K -$78.4K -1,157 -9%
SAG
219
SageView Advisory Group
California
$795K -$64.8K -956 -8%
Lazard Asset Management
220
Lazard Asset Management
New York
$745K -$769K
US Bancorp
221
US Bancorp
Minnesota
$731K -$396K -5,841 -35%
DCM
222
Delta Capital Management
New Jersey
$726K -$749K
Lido Advisors
223
Lido Advisors
California
$721K -$396K -5,844 -35%
IB
224
Intrust Bank
Kansas
$713K
DADC
225
D.A. Davidson & Co
Montana
$712K +$135K +1,985 +23%