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SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

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

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$31.8M
2
Jane Street
Jane Street
New York
$19.1M
3
WCM
Weatherstone Capital Management
Colorado
$15.4M
4
UCFA
United Capital Financial Advisors
Texas
$10.7M
5
LTFS
Ladenburg Thalmann Financial Services
Florida
$19.7M

Top Sellers

1
NSLI
Nan Shan Life Insurance
Taiwan
$9.18M
2
QI
QS Investors
New York
$37.7M
3
CCA
Conservest Capital Advisors
Pennsylvania
$0
4
Wells Fargo
Wells Fargo
California
$140M
5
HNB
Huntington National Bank
Ohio
$15.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAIM
226
Financial Advocates Investment Management
Washington
$331K +$331K +6,541 New
AC
227
Alexandria Capital
Virginia
$327K -$111K -2,182 -25%
SWP
228
Strategic Wealth Partners
Ohio
$326K +$326K +6,302 New
LFAS
229
Level Four Advisory Services
Texas
$323K +$5.36K +106 +2%
LRIA
230
Leonard Rickey Investment Advisors
Washington
$322K +$322K +6,367 New
HH
231
Hilltop Holdings
Texas
$307K -$240K -4,751 -44%
PAG
232
Private Advisory Group
Washington
$307K -$114K -2,243 -27%
VIM
233
Vista Investment Management
Pennsylvania
$307K +$307K +6,060 New
SPIA
234
Steward Partners Investment Advisory
New York
$303K +$260K +5,143 +598%
WP
235
WealthShield Partners
North Carolina
$303K +$303K +5,977 New
W
236
WealthShield
North Carolina
$303K +$303K +5,977 New
TSS
237
Two Sigma Securities
New York
$296K +$296K +5,852 New
FIM
238
Freedom Investment Management
Connecticut
$295K -$721K -14,262 -71%
NFG
239
Next Financial Group
Texas
$293K -$38.9K -770 -12%
AWA
240
Acorn Wealth Advisors
Michigan
$293K +$293K +5,652 New
CAN
241
Claraphi Advisory Network
United States
$291K +$291K +5,758 New
MC
242
Moors & Cabot
Massachusetts
$290K +$25.8K +507 +10%
CCM
243
Cutler Capital Management
Massachusetts
$289K -$1.59M -31,503 -85%
EWM
244
Evercore Wealth Management
New York
$289K – – –
SAM
245
SignalPoint Asset Management
Missouri
$286K +$2.58K +51 +0.9%
ASN
246
Advisory Services Network
Georgia
$284K +$135K +2,677 +91%
BJ
247
Brouwer & Janachowski
California
$273K – – –
CWM
248
Cornerstone Wealth Management
Missouri
$270K -$782 -15 -0.3%
NFG
249
NewFocus Financial Group
Washington
$265K – – –
CFB
250
Cullen/Frost Bankers
Texas
$259K +$18.4K +363 +8%
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10
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