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SPDR Bloomberg Convertible Securities ETF

244 hedge funds and large institutions have $2.05B invested in SPDR Bloomberg Convertible Securities ETF in 2017 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 103 increasing their positions, 76 reducing their positions, and 23 closing their positions.

Holders
244
Holders Change
+11
Holders Change %
+4.72%
% of All Funds
6.08%
Holding in Top 10
22
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.33%
% of All Funds
0.55%
New
35
Increased
103
Reduced
76
Closed
23
Calls
$409K
Puts
$1.56M
Net Calls
-$1.15M
Net Calls Change
+$750K
Name Market Value Shares Shares
Change
Shares
Change %
Axa
51
Axa
France
$6.23M 129,520 +2,660 +2%
FAM
52
Flaharty Asset Management
Florida
$5.87M 122,907 +9,819 +9%
OC
53
Oppenheimer & Co
New York
$5.51M 114,600 +11,730 +11%
AIA
54
Arrow Investment Advisors
Maryland
$5.41M 112,541 +112,541 New
AG
55
Appleton Group
Wisconsin
$5.18M 107,689 -3,835 -3%
SB
56
Suntrust Banks
Georgia
$5.03M 104,599 +32,400 +45%
MCM
57
MV Capital Management
Maryland
$4.99M 103,783 +34,692 +50%
Creative Planning
58
Creative Planning
Kansas
$4.58M 95,318 -381 -0.4%
WSTAM
59
Wilbanks Smith & Thomas Asset Management
Virginia
$4.44M 92,370 +5,910 +7%
SIAP
60
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$4.42M 91,938 +4,281 +5%
NR
61
Newfound Research
Massachusetts
$4.41M 91,775 -13,765 -13%
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$4.38M 90,998 +35,633 +64%
NAM
63
NTV Asset Management
West Virginia
$4.34M 90,148 -50 -0.1%
OAM
64
Oppenheimer Asset Management
New York
$4.3M 89,492 +89,492 New
WA
65
Winfield Associates
Ohio
$4.01M 83,389 +6,424 +8%
IA
66
IFP Advisors
Florida
$3.64M 75,654 +7,969 +12%
WB
67
Webster Bank
Connecticut
$3.58M 74,379 -11,067 -13%
Janney Montgomery Scott
68
Janney Montgomery Scott
Pennsylvania
$3.57M 74,163 +9,758 +15%
LTFS
69
Ladenburg Thalmann Financial Services
Florida
$3.56M 75,359 +991 +1%
AIA
70
Allegis Investment Advisors
Idaho
$3.55M 73,847 -32,067 -30%
PAG
71
Private Advisor Group
New Jersey
$3.53M 73,837 +35,156 +91%
MIS
72
Morningstar Investment Services
Illinois
$3.36M 69,761 -1,268 -2%
RWA
73
River Wealth Advisors
Pennsylvania
$3.29M 68,439 +6,401 +10%
JPMorgan Chase & Co
74
JPMorgan Chase & Co
New York
$3.17M 65,892 +21,264 +48%
KF
75
Krilogy Financial
Missouri
$3.15M 69,013