CWB icon

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 %
KCM
101
Karp Capital Management
California
$3.87M 71,681 +4,164 +6%
NEPWA
102
New England Private Wealth Advisors
Massachusetts
$3.74M 69,368 +269 +0.4%
FFSOTS
103
Fiduciary Financial Services of The Southwest
Texas
$3.66M 67,874 +85 +0.1%
CPIG
104
Chicago Partners Investment Group
Illinois
$3.59M 72,902 -3,256 -4%
HH
105
Hilltop Holdings
Texas
$3.57M 66,243 +21,461 +48%
SWP
106
Stratos Wealth Partners
Ohio
$3.53M 65,453 +3,031 +5%
PP
107
Prudential plc
United Kingdom
$3.49M 64,650 -4,060 -6%
HCM
108
HMS Capital Management
Tennessee
$3.4M 63,045 +20,971 +50%
MCIA
109
Mountain Capital Investment Advisors
Colorado
$3.36M 62,291 +95 +0.2%
F
110
F3Logic
Minnesota
$3.23M 59,840 +7,998 +15%
CAL
111
Capital Analysts LLC
Pennsylvania
$3.23M 59,779 -1,309 -2%
PAG
112
Private Advisor Group
New Jersey
$3.12M 57,903 +34,876 +151%
RFWA
113
RPg Family Wealth Advisory
Massachusetts
$3.02M 56,039 +55,149 +6,197%
Susquehanna International Group
114
Susquehanna International Group
Pennsylvania
$2.84M 52,592 -121,629 -70%
AFP
115
Ausdal Financial Partners
Iowa
$2.83M 52,521 +19,529 +59%
Millennium Management
116
Millennium Management
New York
$2.67M 49,582 +19,495 +65%
WA
117
WESPAC Advisors
California
$2.64M 48,925 +12,397 +34%
BA
118
BKS Advisors
Michigan
$2.57M 47,706
PTC
119
Private Trust Company
Ohio
$2.48M 45,944
PCIA
120
Prime Capital Investment Advisors
Kansas
$2.47M 45,849 -3,655 -7%
SIAS
121
Shine Investment Advisory Services
Colorado
$2.38M 44,192 -171,048 -79%
WTC
122
WhitTier Trust Company
Nevada
$2.35M 43,533 -862 -2%
FF
123
Fluent Financial
Texas
$2.33M 43,163 -1,389 -3%
GP
124
Geneva Partners
Wisconsin
$2.25M 41,761 -594 -1%
Invesco
125
Invesco
Georgia
$2.25M 41,707 -1,060 -2%