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SPDR Bloomberg Convertible Securities ETF
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Overview Fund Activity

233 hedge funds and large institutions have $1.86B invested in SPDR Bloomberg Convertible Securities ETF in 2016 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 97 increasing their positions, 62 reducing their positions, and 19 closing their positions.

Holders
233
Holders Change
+34
Holders Change %
+17.09%
% of All Funds
5.83%
Holding in Top 10
24
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+60%
% of All Funds
0.6%
New
55
Increased
97
Reduced
62
Closed
19
Calls
–
Puts
$1.9M
Net Calls
-$1.9M
Net Calls Change
-$1.18M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$106M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$106M
3
PWAG
3
Polaris Wealth Advisory Group
California
$26.7M
4
Bank of America
4
Bank of America
North Carolina
$132M
5
Fifth Third Bancorp
5
Fifth Third Bancorp
Ohio
$20.2M

Top Sellers

1
IA
1
IndexIQ Advisors
New York
$126M
2
BCM
2
Bluefin Capital Management
New York
$0
3
HNB
3
Huntington National Bank
Ohio
$11.2M
4
Jane Street
4
Jane Street
New York
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$17.8M
Name Market Value Shares Shares
Change 		Shares
Change %
GIM
26
Goelzer Investment Management
Indiana
$13.8M 302,324 -3,367 -1%
EC
27
Estate Counselors
Wisconsin
$12.4M 271,870 +176,500 +185%
JIR
28
James Investment Research
Ohio
$12.3M 270,491 +43,444 +19%
AG
29
Advisor Group
Arizona
$12.1M 264,993 +7,241 +3%
AIM
30
Advantage Investment Management
Iowa
$12M 263,925 +53,935 +26%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$11.6M 254,981 +77,691 +44%
HNB
32
Huntington National Bank
Ohio
– – – –
AA
33
Advisory Alpha
Michigan
$10.2M 214,968 +4,357 +2%
SIAS
34
Shine Investment Advisory Services
Colorado
$9.6M 210,263 +6,984 +3%
NC
35
NewSquare Capital
Pennsylvania
$9.12M 199,869 -60,978 -23%
PA
36
Pinnacle Associates
New York
$8.7M 190,647 +1,450 +0.8%
BWL
37
Bogart Wealth LLC
Virginia
$8.7M 190,613 +190,613 New
Bessemer Group
38
Bessemer Group
New Jersey
$8.22M 180,083 -27,584 -13%
PFS
39
Prospera Financial Services
Texas
$7.74M 168,126 -13,657 -8%
WCM
40
Windsor Capital Management
Arizona
$7.57M 165,808 +4,737 +3%
NEIRG
41
New England Investment & Retirement Group
Massachusetts
$7.36M 161,302 +4,382 +3%
MBT
42
Montecito Bank & Trust
California
$7.12M 156,010 +156,010 New
BAAM
43
Baker Avenue Asset Management
California
$6.76M 147,985 +3,722 +3%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$6.06M 132,612 +91,946 +226%
Axa
45
Axa
France
$5.79M 126,860 +8,560 +7%
Stifel Financial
46
Stifel Financial
Missouri
$5.18M 113,310 -32,870 -22%
FAM
47
Flaharty Asset Management
Florida
$5.16M 113,088 +113,088 New
AG
48
Appleton Group
Wisconsin
$5.09M 111,524 +23,255 +26%
FA
49
FDx Advisors
Illinois
$4.85M 106,283 +106,283 New
AIA
50
Allegis Investment Advisors
Idaho
$4.84M 105,914 +105,914 New
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