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SPDR Bloomberg Convertible Securities ETF

346 hedge funds and large institutions have $2.79B invested in SPDR Bloomberg Convertible Securities ETF in 2018 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 140 increasing their positions, 124 reducing their positions, and 36 closing their positions.

Holders
346
Holders Change
-1
Holders Change %
-0.29%
% of All Funds
7.92%
Holding in Top 10
34
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+13.33%
% of All Funds
0.78%
New
38
Increased
140
Reduced
124
Closed
36
Calls
$588K
Puts
$642K
Net Calls
-$54K
Net Calls Change
+$844K
Name Market Value Shares Shares
Change
Shares
Change %
JIR
51
James Investment Research
Ohio
$11.2M 207,396 -6,498 -3%
AG
52
Advisor Group
Arizona
$11.1M 206,620 +10,128 +5%
CM
53
Columbus Macro
Pennsylvania
$11M 203,209 -156,095 -43%
FAM
54
Flaharty Asset Management
Florida
$10.7M 198,749 +11,943 +6%
BWL
55
Bogart Wealth LLC
Virginia
$10.6M 196,689 -71,471 -27%
WCM
56
Windsor Capital Management
Arizona
$10.3M 190,977 -5,751 -3%
AII
57
AGF Investments Inc
Ontario, Canada
$9.87M 183,000 +183,000 New
BAM
58
Belpointe Asset Management
Nevada
$9.79M 181,414 +155,048 +588%
Goldman Sachs
59
Goldman Sachs
New York
$9.33M 172,940 +20,167 +13%
AFNAS
60
American Financial Network Advisory Services
California
$9.21M 170,789 +170,104 +24,833%
Axa
61
Axa
France
$9.04M 167,560 +3,380 +2%
SEI Investments
62
SEI Investments
Pennsylvania
$8.98M 166,429 +156,868 +1,641%
Allianz Asset Management
63
Allianz Asset Management
Germany
$8.83M 163,672 +126,172 +336%
TCM
64
Tuttle Capital Management
Connecticut
$8.52M 158,003 +158,003 New
BAAM
65
Baker Avenue Asset Management
California
$8.47M 157,083 -4,857 -3%
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$7.77M 144,051 +56,284 +64%
Janney Montgomery Scott
67
Janney Montgomery Scott
Pennsylvania
$7.65M 141,888 +70,330 +98%
OC
68
Oppenheimer & Co
New York
$7.62M 141,328 -3,051 -2%
MLM
69
Mount Lucas Management
Pennsylvania
$7.3M 135,399 -4,497 -3%
FPS
70
Fieldpoint Private Securities
Connecticut
$6.91M 128,112 +10,249 +9%
Citigroup
71
Citigroup
New York
$6.88M 127,568 +15,035 +13%
MCM
72
MV Capital Management
Maryland
$6.71M 124,380 -122 -0.1%
MPPLM
73
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$6.58M 122,031 +122,031 New
MBT
74
Montecito Bank & Trust
California
$6.37M 118,097 -97,528 -45%
TW
75
Towerpoint Wealth
California
$6.19M 114,709 +2,671 +2%