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SPDR Bloomberg Convertible Securities ETF

325 hedge funds and large institutions have $2.14B invested in SPDR Bloomberg Convertible Securities ETF in 2017 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 121 increasing their positions, 86 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
+57
Holders Change %
+21.27%
% of All Funds
7.38%
Holding in Top 10
29
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+20.83%
% of All Funds
0.66%
New
81
Increased
121
Reduced
86
Closed
21
Calls
Puts
$845K
Net Calls
-$845K
Net Calls Change
-$524K
Name Holding Trade Value Shares
Change
Shares
Change %
WSCM
176
Wellington Shields Capital Management
New York
$724K +$57.1K +1,128 +9%
OMC
177
Old Mission Capital
Illinois
$716K +$716K +14,159 New
SCG
178
Sonata Capital Group
Washington
$709K
PAS
179
Partnervest Advisory Services
California
$705K -$55.2K -1,090 -7%
NPP
180
New Potomac Partners
Maryland
$703K +$703K +13,900 New
SPC
181
Sigma Planning Corp
Michigan
$688K -$186K -3,684 -21%
APA
182
American Portfolios Advisors
New York
$687K +$687K +13,575 New
PCM
183
Palisade Capital Management
New Jersey
$670K +$670K +13,250 New
SCM
184
Shelton Capital Management
Colorado
$657K +$219K +4,324 +50%
Bank of New York Mellon
185
Bank of New York Mellon
New York
$656K -$536K -10,593 -45%
BJL
186
Brighton Jones LLC
Washington
$651K +$73.4K +1,450 +13%
SWP
187
Stratos Wealth Partners
Ohio
$624K -$205K -4,055 -25%
HCM
188
HMS Capital Management
Tennessee
$611K +$97.4K +1,925 +19%
SFS
189
Sowell Financial Services
Arkansas
$595K -$9.76K -186 -2%
CAN
190
Cetera Advisor Networks
California
$576K -$178K -3,531 -24%
CIAS
191
Capital Investment Advisory Services
North Carolina
$572K -$16.7K -331 -3%
William Blair & Company
192
William Blair & Company
Illinois
$570K -$115K -2,282 -17%
IFWM
193
Institute for Wealth Management
Colorado
$560K +$23.5K +466 +4%
Lazard Asset Management
194
Lazard Asset Management
New York
$556K -$561K
LTI
195
Laffer Tengler Investments
Tennessee
$554K +$554K +10,939 New
Millennium Management
196
Millennium Management
New York
$523K -$1.22M -24,074 -70%
CCM
197
Crabel Capital Management
California
$498K +$498K +9,836 New
MSL
198
Mackay Shields LLC
New York
$498K +$498K +9,849 New
CA
199
Calton & Associates
Florida
$496K +$496K +9,336 New
BA
200
Boston Advisors
Massachusetts
$493K