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SPDR Bloomberg Convertible Securities ETF

158 hedge funds and large institutions have $1.68B invested in SPDR Bloomberg Convertible Securities ETF in 2014 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 81 increasing their positions, 34 reducing their positions, and 14 closing their positions.

Holders
158
Holders Change
+12
Holders Change %
+8.22%
% of All Funds
4.54%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.35%
New
26
Increased
81
Reduced
34
Closed
14
Calls
$1.2M
Puts
$788K
Net Calls
+$409K
Net Calls Change
+$75K
Name Holding Trade Value Shares
Change
Shares
Change %
AssetMark Inc
126
AssetMark Inc
California
$319K -$214K -4,242 -40%
DADC
127
D.A. Davidson & Co
Montana
$303K
NA
128
Navellier & Associates
Nevada
$277K +$277K +5,490 New
SAM
129
SignalPoint Asset Management
Missouri
$266K +$1.41K +28 +0.5%
GIA
130
Granite Investment Advisors
New Hampshire
$264K
BFEC
131
Benjamin F. Edwards & Company
Missouri
$264K +$1.36K +27 +0.5%
EC
132
Estate Counselors
Wisconsin
$263K
VA
133
Valmark Advisers
Ohio
$262K
PWM
134
ParenteBeard Wealth Management
Pennsylvania
$262K +$52.5K +1,040 +25%
RJT
135
Raymond James Trust
Florida
$250K
DC
136
Davenport & Co
Virginia
$242K
LW
137
Linscomb Wealth
Texas
$242K -$24.4K -484 -9%
EWM
138
Evercore Wealth Management
New York
$232K +$188K +3,711 +422%
BUB
139
BBVA USA Bancshares
Texas
$231K -$24.4K -484 -10%
EAMA
140
EFG Asset Management (Americas)
Florida
$227K +$16.3K +322 +8%
CWM
141
Cabot Wealth Management
Massachusetts
$225K +$225K +4,450 New
WEC
142
Winslow Evans & Crocker
Massachusetts
$218K +$2.53K +50 +1%
AW
143
ACG Wealth
Georgia
$216K +$1.11K +22 +0.5%
FHC
144
First Heartland Consultants
Missouri
$212K -$82.7K -1,635 -28%
PAS
145
Partnervest Advisory Services
California
$130K -$15.4K -304 -11%
Creative Planning
146
Creative Planning
Kansas
$123K +$24.7K +487 +25%
MAS
147
Madden Advisory Services
Florida
$123K +$117K +2,325 +2,022%
HCM
148
Horrell Capital Management
Arkansas
$101K +$101K +2,008 New
SSB
149
Sandy Spring Bank
Maryland
$89K -$34.7K -687 -28%
BRWM
150
B. Riley Wealth Management
Tennessee
$88K +$30.5K +610 +53%