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SPDR Bloomberg Convertible Securities ETF

199 hedge funds and large institutions have $1.66B invested in SPDR Bloomberg Convertible Securities ETF in 2016 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 98 increasing their positions, 51 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
Holders Change
+16
Holders Change %
+8.74%
% of All Funds
5.32%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.4%
New
29
Increased
98
Reduced
51
Closed
8
Calls
$445K
Puts
$1.16M
Net Calls
-$717K
Net Calls Change
-$758K
Name Holding Trade Value Shares
Change
Shares
Change %
MC
151
Moors & Cabot
Massachusetts
$306K +$926 +20 +0.3%
NA
152
Navellier & Associates
Nevada
$303K +$303K +6,541 New
JWM
153
Jacobus Wealth Management
Wisconsin
$299K
RJT
154
Raymond James Trust
Florida
$299K
SPC
155
Sigma Planning Corp
Michigan
$297K +$39.5K +851 +15%
VA
156
Valmark Advisers
Ohio
$275K
BTS
157
BB&T Securities
Virginia
$266K +$38.3K +829 +17%
CWM
158
Cabot Wealth Management
Massachusetts
$264K -$79.7K -1,717 -23%
SWP
159
Stratos Wealth Partners
Ohio
$263K -$506K -10,934 -66%
BJ
160
Brouwer & Janachowski
California
$255K -$66.4K -1,431 -21%
WEC
161
Winslow Evans & Crocker
Massachusetts
$253K +$1.76K +38 +0.7%
BWM
162
BerganKDV Wealth Management
Minnesota
$246K -$68.3K -1,475 -22%
BRWA
163
B. Riley Wealth Advisors
Florida
$245K +$245K +5,266 New
VFA
164
Voya Financial Advisors
Connecticut
$245K +$245K +5,302 New
GIA
165
Granite Investment Advisors
New Hampshire
$242K
WA
166
WFG Advisors
Texas
$241K +$236K +5,103 +4,954%
RIA
167
Regal Investment Advisors
Michigan
$240K -$107K -2,318 -31%
IP
168
Investment Partners
Ohio
$239K +$239K +5,154 New
CA
169
Cetera Advisors
Colorado
$235K +$235K +5,107 New
KWMG
170
King Wealth Management Group
Florida
$224K -$2.32K -50 -1%
Koshinski Asset Management
171
Koshinski Asset Management
Illinois
$220K +$6.94K +150 +3%
IFB
172
iAB Financial Bank
Indiana
$216K +$216K +4,665 New
ED
173
Exane Derivatives
France
$215K -$18.2K -392 -8%
BHB
174
Bank Hapoalim BM
Israel
$214K
MA
175
MUFG Americas
New York
$170K -$27.9K -600 -14%