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SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

341 hedge funds and large institutions have $2.06B invested in SPDR Bloomberg Convertible Securities ETF in 2019 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 131 increasing their positions, 135 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
341
Holders Change
-15
Holders Change %
-4.21%
% of All Funds
7.42%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.44%
New
39
Increased
131
Reduced
135
Closed
46
Calls
$735K
Puts
$729K
Net Calls
+$6K
Net Calls Change
+$173K

Top Buyers

1
NSLI
Nan Shan Life Insurance
Taiwan
$70.1M
2
Barclays
Barclays
United Kingdom
$15.8M
3
TCM
Tradewinds Capital Management
Washington
$14.1M
4
IWS
Insight Wealth Strategies
California
$14.2M
5
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$21M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
$41.2M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.6M
3
PWAG
Polaris Wealth Advisory Group
California
$0
4
MFM
MD Financial Management
Ontario, Canada
$34.9M
5
HNB
Huntington National Bank
Ohio
$15.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
226
Private Advisory Group
Washington
$365K +$365K +6,896 New
AA
227
Advisory Alpha
Michigan
$352K -$848 -16 -0.2%
Cetera Investment Advisers
228
Cetera Investment Advisers
Illinois
$349K +$22.6K +430 +7%
FAM
229
Foothills Asset Management
Arizona
$346K -$19.8K -375 -5%
BCM
230
Brasada Capital Management
Texas
$342K -$38.1K -714 -10%
SAM
231
SignalPoint Asset Management
Missouri
$340K +$19.5K +368 +6%
Susquehanna International Group
232
Susquehanna International Group
Pennsylvania
$336K +$336K +6,349 New
PWMAG
233
Pinnacle Wealth Management Advisory Group
New Jersey
$324K -$28.6K -540 -8%
RA
234
RFG Advisory
Alabama
$322K +$322K +6,095 New
CCM
235
Crabel Capital Management
California
$315K +$108K +2,039 +52%
Fidelity Investments
236
Fidelity Investments
Massachusetts
$314K -$34.7K -655 -10%
CAM
237
Cresset Asset Management
Illinois
$313K – – –
PPP
238
Private Portfolio Partners
New Jersey
$311K +$2.97K +56 +1%
DADC
239
D.A. Davidson & Co
Montana
$310K +$310K +5,867 New
UAS
240
United Asset Strategies
New York
$305K -$12.2K -230 -4%
QFA
241
Quattro Financial Advisors
Texas
$303K +$303K +5,645 New
EWM
242
Evercore Wealth Management
New York
$302K – – –
CPA
243
Court Place Advisors
Maryland
$301K – – –
NFG
244
NewFocus Financial Group
Washington
$297K +$1.11K +21 +0.4%
AWA
245
Acorn Wealth Advisors
Michigan
$293K -$3.8K -72 -1%
VIM
246
Vista Investment Management
Pennsylvania
$291K -$8.09K -153 -3%
CWP
247
Capital Wealth Planning
Florida
$290K +$290K +5,485 New
QCIG
248
Quad-Cities Investment Group
Iowa
$286K +$1.06K +20 +0.4%
CFB
249
Cullen/Frost Bankers
Texas
$285K -$76.8K -1,453 -21%
TCM
250
Telos Capital Management
California
$277K +$14K +265 +5%
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