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SPDR Bloomberg Convertible Securities ETF

333 hedge funds and large institutions have $2.23B invested in SPDR Bloomberg Convertible Securities ETF in 2018 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 150 increasing their positions, 99 reducing their positions, and 35 closing their positions.

Holders
333
Holders Change
+8
Holders Change %
+2.46%
% of All Funds
7.64%
Holding in Top 10
27
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.9%
% of All Funds
0.62%
New
47
Increased
150
Reduced
99
Closed
35
Calls
$542K
Puts
$1.04M
Net Calls
-$502K
Net Calls Change
+$343K
Name Market Value Shares Shares
Change
Shares
Change %
AG
51
Advisor Group
Arizona
$9.27M 179,405 +10,243 +6%
MML Investors Services
52
MML Investors Services
Massachusetts
$9.16M 177,228 +43,382 +32%
FAM
53
Flaharty Asset Management
Florida
$8.43M 166,666 +12,874 +8%
BAAM
54
Baker Avenue Asset Management
California
$8.3M 160,687 +4,767 +3%
Axa
55
Axa
France
$8.18M 158,400 +4,960 +3%
ACM
56
AlphaStar Capital Management
North Carolina
$8.11M 157,053 -47,376 -23%
OC
57
Oppenheimer & Co
New York
$7.81M 151,161 +14,247 +10%
MLM
58
Mount Lucas Management
Pennsylvania
$7.75M 149,931 +69,835 +87%
Fidelity Investments
59
Fidelity Investments
Massachusetts
$7.17M 138,774 -2,410,539 -95%
MCM
60
MV Capital Management
Maryland
$6.18M 119,673 +3,213 +3%
MBT
61
Montecito Bank & Trust
California
$6.18M 119,624 -132,692 -53%
CWM
62
Capital Wealth Management
Rhode Island
$6.16M 119,162 -2,097 -2%
BTS
63
BB&T Securities
Virginia
$6.08M 117,736 +56,644 +93%
NR
64
Newfound Research
Massachusetts
$6.04M 116,954 +36,808 +46%
AG
65
Appleton Group
Wisconsin
$6M 116,184 +3,024 +3%
Creative Planning
66
Creative Planning
Kansas
$5.99M 115,888 -2,907 -2%
GFPC
67
Global Financial Private Capital
Florida
$5.95M 115,120 +18,946 +20%
FWM
68
FFT Wealth Management
Pennsylvania
$5.83M 112,840 -7,607 -6%
TW
69
Towerpoint Wealth
California
$5.52M 106,853 +10,232 +11%
Mackenzie Financial
70
Mackenzie Financial
Ontario, Canada
$5.33M 103,090 -120,461 -54%
GIM
71
Goelzer Investment Management
Indiana
$4.97M 96,113 -2,034 -2%
RWA
72
River Wealth Advisors
Pennsylvania
$4.76M 92,203 +637 +0.7%
WA
73
Winfield Associates
Ohio
$4.73M 91,615 +2,460 +3%
SIAP
74
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$4.71M 91,168 -1,673 -2%
NAM
75
NTV Asset Management
West Virginia
$4.68M 90,618 -1,300 -1%