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SPDR Bloomberg Convertible Securities ETF

356 hedge funds and large institutions have $2.23B invested in SPDR Bloomberg Convertible Securities ETF in 2019 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 126 increasing their positions, 129 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
356
Holders Change
+24
Holders Change %
+7.23%
% of All Funds
7.72%
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.5%
New
56
Increased
126
Reduced
129
Closed
31
Calls
$658K
Puts
$825K
Net Calls
-$167K
Net Calls Change
+$412K
Name Holding Trade Value Shares
Change
Shares
Change %
Lazard Asset Management
226
Lazard Asset Management
New York
$574K -$514K
CA
227
Cetera Advisors
Colorado
$565K -$229K -4,399 -29%
KA
228
Kovack Advisors
Florida
$510K -$120K -2,303 -19%
IFWM
229
Institute for Wealth Management
Colorado
$498K +$14.8K +284 +3%
WEC
230
Winslow Evans & Crocker
Massachusetts
$494K +$294K +5,596 +147%
BCM
231
Brookstone Capital Management
Illinois
$490K +$490K +9,381 New
BIA
232
Bigelow Investment Advisors
Maine
$477K -$12.1K -231 -2%
M&T Bank
233
M&T Bank
New York
$464K -$17.2K -329 -4%
BRWM
234
B. Riley Wealth Management
Tennessee
$444K +$110K +2,113 +33%
BHB
235
Bank Hapoalim BM
Israel
$437K -$508K
NPP
236
New Potomac Partners
Maryland
$418K -$52.3K -1,000 -11%
FA
237
FDx Advisors
Illinois
$384K +$119K +2,267 +45%
BCM
238
Brasada Capital Management
Texas
$372K -$113K -2,169 -23%
AF
239
Advisornet Financial
Minnesota
$372K +$366 +7 +0.1%
FIA
240
FNY Investment Advisers
New York
$365K +$365K +7,000 New
FAM
241
Foothills Asset Management
Arizona
$362K
CFB
242
Cullen/Frost Bankers
Texas
$357K +$61.7K +1,182 +21%
SGAM
243
Steinberg Global Asset Management
Florida
$355K +$26.1K +500 +8%
AA
244
Advisory Alpha
Michigan
$348K +$348K +6,657 New
PWMAG
245
Pinnacle Wealth Management Advisory Group
New Jersey
$348K -$71.3K -1,366 -17%
Fidelity Investments
246
Fidelity Investments
Massachusetts
$344K -$55.5K -1,062 -14%
Cetera Investment Advisers
247
Cetera Investment Advisers
Illinois
$324K
SAM
248
SignalPoint Asset Management
Missouri
$317K +$2.35K +45 +0.7%
UAS
249
United Asset Strategies
New York
$313K
BWM
250
BerganKDV Wealth Management
Minnesota
$313K +$20.7K +397 +7%