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SPDR Bloomberg Convertible Securities ETF

268 hedge funds and large institutions have $2.27B invested in SPDR Bloomberg Convertible Securities ETF in 2017 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 130 increasing their positions, 69 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
268
Holders Change
-2
Holders Change %
-0.74%
% of All Funds
6.69%
Holding in Top 10
24
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+14.29%
% of All Funds
0.6%
New
32
Increased
130
Reduced
69
Closed
31
Calls
$312K
Puts
$633K
Net Calls
-$321K
Net Calls Change
+$498K
Name Holding Trade Value Shares
Change
Shares
Change %
NFG
201
Next Financial Group
Texas
$338K -$63K -1,224 -16%
Manulife (Manufacturers Life Insurance)
202
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$336K +$92.7K +1,816 +38%
TYCC
203
Texas Yale Capital Corp
Florida
$335K
WAP
204
Wealthcare Advisory Partners
Pennsylvania
$335K +$335K +6,552 New
LFAS
205
Level Four Advisory Services
Texas
$321K +$50.9K +997 +19%
AP
206
Advisors Preferred
Maryland
$319K +$319K +6,252 New
VA
207
Valmark Advisers
Ohio
$315K
BRWA
208
B. Riley Wealth Advisors
Florida
$299K -$17.9K -349 -6%
EWM
209
Evercore Wealth Management
New York
$292K -$150K -2,930 -34%
CCG
210
Chatham Capital Group
Georgia
$286K +$286K +5,600 New
SAM
211
SignalPoint Asset Management
Missouri
$286K +$286K +5,610 New
Koshinski Asset Management
212
Koshinski Asset Management
Illinois
$283K +$25K +490 +10%
BJ
213
Brouwer & Janachowski
California
$275K
CWM
214
Cornerstone Wealth Management
Missouri
$268K -$567 -11 -0.2%
NFG
215
NewFocus Financial Group
Washington
$267K +$34.7K +679 +15%
MC
216
Moors & Cabot
Massachusetts
$266K +$25.8K +504 +11%
RWP
217
RWA Wealth Partners
Massachusetts
$259K +$17.8K +348 +7%
BNP Paribas Financial Markets
218
BNP Paribas Financial Markets
France
$257K -$59.1K -1,158 -19%
KWMG
219
King Wealth Management Group
Florida
$252K -$766 -15 -0.3%
PFP
220
Pinnacle Financial Partners
Tennessee
$248K
CFB
221
Cullen/Frost Bankers
Texas
$242K
BWM
222
BerganKDV Wealth Management
Minnesota
$235K
DC
223
Davenport & Co
Virginia
$229K -$40.9K -800 -15%
SCA
224
Snowden Capital Advisors
New York
$217K +$217K +4,250 New
SFA
225
Sequoia Financial Advisors
Ohio
$214K