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SPDR Bloomberg Convertible Securities ETF

356 hedge funds and large institutions have $2.23B invested in SPDR Bloomberg Convertible Securities ETF in 2019 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 126 increasing their positions, 129 reducing their positions, and 31 closing their positions.

Holders
356
Holders Change
+24
Holders Change %
+7.23%
% of All Funds
7.72%
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.5%
New
56
Increased
126
Reduced
129
Closed
31
Calls
$658K
Puts
$825K
Net Calls
-$167K
Net Calls Change
+$412K
Name Market Value Shares Shares
Change
Shares
Change %
BAAM
51
Baker Avenue Asset Management
California
$8.52M 163,125 +1,399 +0.9%
Citigroup
52
Citigroup
New York
$8.39M 160,645 +19,544 +14%
Carson Wealth (CWM LLC)
53
Carson Wealth (CWM LLC)
Nebraska
$8.27M 95,322 +81,031 +567%
Bessemer Group
54
Bessemer Group
New Jersey
$7.92M 151,580 +5,756 +4%
FF
55
Friedenthal Financial
New Jersey
$7.72M 147,719 +147,719 New
RIM
56
Redwood Investment Management
Arizona
$7.68M 146,991 +146,991 New
FAAS
57
First Allied Advisory Services
California
$7.1M 135,866 -53,414 -28%
OC
58
Oppenheimer & Co
New York
$7.1M 135,885 +1,511 +1%
TCM
59
Tuttle Capital Management
Connecticut
$7.09M 134,989 -34,381 -20%
MLM
60
Mount Lucas Management
Pennsylvania
$6.52M 124,854 +124,854 New
TW
61
Towerpoint Wealth
California
$6.46M 123,564 +3,545 +3%
MPPLM
62
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$6.39M 122,196 +6,604 +6%
GIM
63
Goelzer Investment Management
Indiana
$5.71M 109,211 +12,441 +13%
BTS
64
BB&T Securities
Virginia
$5.67M 108,490 +6,730 +7%
JIR
65
James Investment Research
Ohio
$5.63M 107,781 -82,933 -43%
Creative Planning
66
Creative Planning
Kansas
$5.6M 107,090 -3,053 -3%
RWA
67
River Wealth Advisors
Pennsylvania
$5.58M 106,707 +1,113 +1%
AG
68
Appleton Group
Wisconsin
$5.24M 100,236 +100,236 New
WSTAM
69
Wilbanks Smith & Thomas Asset Management
Virginia
$5.18M 99,207 +99,207 New
HH
70
Hilltop Holdings
Texas
$5.12M 97,912 +1,383 +1%
MBT
71
Montecito Bank & Trust
California
$5.09M 97,423 +4,585 +5%
CWM
72
Capital Wealth Management
Rhode Island
$4.81M 92,020 -17,804 -16%
Allianz Asset Management
73
Allianz Asset Management
Germany
$4.78M 91,391 -508,164 -85%
NAM
74
NTV Asset Management
West Virginia
$4.59M 87,868 -2,050 -2%
CPIG
75
Chicago Partners Investment Group
Illinois
$4.55M 86,016 +1,866 +2%