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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 %
EWF
251
Epstein & White Financial
California
$255K +$255K +4,888 New
PFP
252
Pinnacle Financial Partners
Tennessee
$254K +$8.19K +162 +3%
Nomura Asset Management
253
Nomura Asset Management
Japan
$253K +$253K +5,000 New
RWP
254
RWA Wealth Partners
Massachusetts
$251K -$5.67K -112 -2%
GEA
255
Glen Eagle Advisors
New Jersey
$250K +$111K +2,184 +79%
EF
256
Empirical Finance
Pennsylvania
$248K +$248K +4,904 New
SWM
257
SeaCrest Wealth Management
New York
$241K +$241K +4,769 New
Wolverine Trading
258
Wolverine Trading
Illinois
$238K +$238K +4,698 New
CFP
259
Cornerstone Financial Partners
North Carolina
$235K -$2M -39,663 -89%
BWM
260
BerganKDV Wealth Management
Minnesota
$233K – – –
OIA
261
OneDigital Investment Advisors
Kansas
$231K +$231K +4,567 New
CRWM
262
Castle Rock Wealth Management
California
$230K +$230K +4,553 New
DC
263
Davenport & Co
Virginia
$226K – – –
SCA
264
Snowden Capital Advisors
New York
$226K +$11.4K +225 +5%
KWMG
265
King Wealth Management Group
Florida
$212K -$37.7K -744 -15%
SFA
266
Sequoia Financial Advisors
Ohio
$212K – – –
AAM
267
Alken Asset Management
United Kingdom
$202K +$16.4K +323 +9%
LFS
268
Legacy Financial Strategies
Kansas
$202K +$202K +4,000 New
UR
269
USCA RIA
Texas
$202K +$202K +4,000 New
MA
270
MUFG Americas
New York
$157K +$13.8K +273 +10%
UBS AM
271
UBS AM
Illinois
$155K +$19.7K +389 +15%
ED
272
Exane Derivatives
France
$145K +$759 +15 +0.5%
BTIS
273
BB&T Investment Services
North Carolina
$140K +$3.42K +67 +3%
WEC
274
Winslow Evans & Crocker
Massachusetts
$123K -$3.54K -70 -3%
BNP Paribas Financial Markets
275
BNP Paribas Financial Markets
France
$119K -$136K -2,688 -53%
9 10
11
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