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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 Holding Trade Value Shares
Change
Shares
Change %
DC
126
Davenport & Co
Virginia
$232K
Allianz Asset Management
127
Allianz Asset Management
Germany
$210K -$3.03M -62,600 -94%
WEC
128
Winslow Evans & Crocker
Massachusetts
$206K +$28.8K +595 +16%
AW
129
ACG Wealth
Georgia
$206K +$206K +4,263 New
EAMA
130
EFG Asset Management (Americas)
Florida
$202K -$119K -2,450 -37%
PWM
131
ParenteBeard Wealth Management
Pennsylvania
$201K +$201K +4,147 New
PAS
132
Partnervest Advisory Services
California
$139K +$23.2K +480 +20%
SSB
133
Sandy Spring Bank
Maryland
$119K
Creative Planning
134
Creative Planning
Kansas
$94K +$35.9K +740 +62%
PFA
135
Paradigm Financial Advisors
Missouri
$78K +$9.97K +205 +15%
FNBT
136
FineMark National Bank & Trust
Florida
$70K
BRWM
137
B. Riley Wealth Management
Tennessee
$56K +$56K +1,150 New
EWM
138
Evercore Wealth Management
New York
$43K +$31.5K +645 +274%
CFS
139
Community Financial System
New York
$42K
BCI
140
Brinker Capital Investments
Pennsylvania
$32K +$32K +666 New
CLOS
141
Compagnie Lombard Odier SCmA
Switzerland
$29K
HF
142
Hoxton Financial
West Virginia
$29K +$29K +600 New
ST
143
Smithfield Trust
Pennsylvania
$22K
DAM
144
Delta Asset Management
Tennessee
$7K
MAS
145
Madden Advisory Services
Florida
$6K
AA
146
Apriem Advisors
California
$5K
RIA
147
Regal Investment Advisors
Michigan
$5K +$51 +1 +1%
WA
148
WFG Advisors
Texas
$5K +$5K +102 New
PTC
149
Private Trust Company
Ohio
$2K
WCM
150
Weatherstone Capital Management
Colorado
-$20.3M -436,389 Closed