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SPDR Bloomberg Convertible Securities ETF

325 hedge funds and large institutions have $2.14B invested in SPDR Bloomberg Convertible Securities ETF in 2017 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 121 increasing their positions, 86 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
+57
Holders Change %
+21.27%
% of All Funds
7.38%
Holding in Top 10
29
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+20.83%
% of All Funds
0.66%
New
81
Increased
121
Reduced
86
Closed
21
Calls
Puts
$845K
Net Calls
-$845K
Net Calls Change
-$524K
Name Holding Trade Value Shares
Change
Shares
Change %
BWM
301
Baystate Wealth Management
Massachusetts
$22K
GI
302
Gradient Investments
Minnesota
$20K +$20K +405 New
RAM
303
Riggs Asset Management
Pennsylvania
$17K
RPG
304
Risk Paradigm Group
Texas
$15.8K
AA
305
AlphaMark Advisors
Kentucky
$13K -$3K -60 -19%
PFGIA
306
Patriot Financial Group Insurance Agency
Massachusetts
$13K -$2.6K -50 -17%
CAPTRUST Financial Advisors
307
CAPTRUST Financial Advisors
North Carolina
$13K
FDCDDQ
308
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.6K
FMA
309
FNY Managed Accounts
New York
$10K -$1.74K -35 -15%
CFD
310
Creative Financial Designs
Indiana
$10K
MPWT
311
MassMutual Private Wealth & Trust
Connecticut
$9.11K +$9.11K +180 New
AssetMark Inc
312
AssetMark Inc
California
$9K -$1.03K -20 -10%
PFA
313
Pathway Financial Advisors
Vermont
$9K +$9K +170 New
Simplex Trading
314
Simplex Trading
Illinois
$8K -$10.4K -210 -57%
KIG
315
Kessler Investment Group
Indiana
$8K
SIS
316
Sound Income Strategies
Florida
$8K +$8K +168 New
WT
317
Whittier Trust
California
$6K +$3.21K +61 +115%
LA
318
Legacy Advisors
Pennsylvania
$6K +$6K +120 New
TFS
319
TrustCore Financial Services
Tennessee
$5K +$5K +101 New
PSW
320
Portfolio Strategies (Washington)
Washington
$2K
MOS
321
MGO One Seven
Ohio
$2K +$2K +33 New
CCT
322
Capital City Trust
Florida
$1.28K
GBBWRPM
323
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$1K +$1K +1 New
TFA
324
Toth Financial Advisory
Virginia
$1K +$1K +22 New
BHB
325
Bank Hapoalim BM
Israel
$751 -$350K