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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 %
GWM
176
Geneos Wealth Management
Colorado
$163K +$11.8K +255 +8%
SF
177
Synovus Financial
Georgia
$152K +$144K +3,120 +1,733%
CCM
178
Cutler Capital Management
Massachusetts
$151K +$151K +3,260 New
ASN
179
Advisory Services Network
Georgia
$94K +$22.6K +490 +32%
SSB
180
Sandy Spring Bank
Maryland
$83K
BKA
181
Brick & Kyle Associates
Pennsylvania
$82K +$82K +1,775 New
PFG
182
Piershale Financial Group
Illinois
$67K +$49.5K +1,067 +282%
KKAMG
183
Kernodle & Katon Asset Management Group
Arkansas
$63K
MA
184
MCF Advisors
Kentucky
$60K
KA
185
Klingman & Associates
New York
$44K -$4.48K -96 -9%
IWM
186
Integrated Wealth Management
California
$44K +$34.6K +741 +371%
CCM
187
Cribstone Capital Management
Maine
$40K
JIC
188
Joel Isaacson & Co
New York
$27K
GBBWRPM
189
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$27K +$27K +598 New
Manulife (Manufacturers Life Insurance)
190
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$21K +$227 +5 +1%
Mariner
191
Mariner
Kansas
$14K +$14K +296 New
HDIM
192
Hanson & Doremus Investment Management
Vermont
$9K +$9K +189 New
BAM
193
Bruderman Asset Management
New York
$9K +$9K +200 New
KIG
194
Kessler Investment Group
Indiana
$8K
FNBT
195
FineMark National Bank & Trust
Florida
$8K
SHJ
196
Sharkey, Howes & Javer
Colorado
$6K
AA
197
Apriem Advisors
California
$5K
MIM
198
Macroview Investment Management
Maryland
$2K +$2K +39 New
WT
199
Whittier Trust
California
$2K +$2K +53 New
WP
200
WealthPLAN Partners
Nebraska
$138 -$138 -3 -50%