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SPDR Bloomberg Convertible Securities ETF

146 hedge funds and large institutions have $1.26B invested in SPDR Bloomberg Convertible Securities ETF in 2014 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 77 increasing their positions, 32 reducing their positions, and 15 closing their positions.

Holders
146
Holders Change
+6
Holders Change %
+4.29%
% of All Funds
4.22%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.38%
New
21
Increased
77
Reduced
32
Closed
15
Calls
$1.61M
Puts
$1.28M
Net Calls
+$334K
Net Calls Change
+$390K
Name Market Value Shares Shares
Change
Shares
Change %
BRWA
101
B. Riley Wealth Advisors
Florida
$646K 13,347 -4,002 -23%
Bessemer Group
102
Bessemer Group
New Jersey
$613K 12,656 +7,808 +161%
NES
103
New England Securities
New York
$610K 12,603 +1,670 +15%
OAM
104
Occidental Asset Management
California
$602K 12,450 +12,450 New
US Bancorp
105
US Bancorp
Minnesota
$559K 11,545 +454 +4%
MIS
106
Morningstar Investment Services
Illinois
$550K 11,370 +1,820 +19%
CPA
107
Court Place Advisors
Maryland
$517K 10,686 +22 +0.2%
AssetMark Inc
108
AssetMark Inc
California
$511K 10,555 +628 +6%
CFB
109
Cullen/Frost Bankers
Texas
$412K 8,509 +1,350 +19%
JWM
110
Jacobus Wealth Management
Wisconsin
$335K 6,925
WS
111
Wedbush Securities
California
$319K 6,586 +6,586 New
DWA
112
Dorsey Wright & Associates
California
$305K 6,308 +3,347 +113%
KFS
113
KMS Financial Services
Washington
$302K 6,255 +141 +2%
BIT
114
BlackRock Institutional Trust
California
$295K 6,100 -109,344 -95%
DADC
115
D.A. Davidson & Co
Montana
$290K 6,000 +650 +12%
FHC
116
First Heartland Consultants
Missouri
$282K 5,825 +5,825 New
WA
117
WESPAC Advisors
California
$267K 5,517 +5,517 New
LW
118
Linscomb Wealth
Texas
$256K 5,281
SAM
119
SignalPoint Asset Management
Missouri
$254K 5,246 +306 +6%
GIA
120
Granite Investment Advisors
New Hampshire
$253K 5,225 +5,225 New
EC
121
Estate Counselors
Wisconsin
$252K 5,215 -470 -8%
BFEC
122
Benjamin F. Edwards & Company
Missouri
$252K 5,203 +1,647 +46%
VA
123
Valmark Advisers
Ohio
$251K 5,180 +5,180 New
BUB
124
BBVA USA Bancshares
Texas
$245K 5,065
RJT
125
Raymond James Trust
Florida
$239K 4,947 -630 -11%