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SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

333 hedge funds and large institutions have $2.23B invested in SPDR Bloomberg Convertible Securities ETF in 2018 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 150 increasing their positions, 99 reducing their positions, and 35 closing their positions.

Holders
333
Holders Change
+8
Holders Change %
+2.46%
% of All Funds
7.64%
Holding in Top 10
27
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.9%
% of All Funds
0.62%
New
47
Increased
150
Reduced
99
Closed
35
Calls
$542K
Puts
$1.04M
Net Calls
-$502K
Net Calls Change
+$343K

Top Buyers

1
Deutsche Bank
1
Deutsche Bank
Germany
$66.1M
2
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$65.5M
3
QI
3
QS Investors
New York
$64.2M
4
Bank of America
4
Bank of America
North Carolina
$196M
5
IA
5
IndexIQ Advisors
New York
$21.2M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$7.17M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$10.3M
4
RJA
4
Raymond James & Associates
Florida
$28M
5
Goldman Sachs
5
Goldman Sachs
New York
$14M
Name Market Value Shares Shares
Change 		Shares
Change %
EFS
251
Essex Financial Services
Connecticut
$293K 5,675 +5,675 New
NFG
252
NewFocus Financial Group
Washington
$290K 5,604 +375 +7%
SAM
253
SignalPoint Asset Management
Missouri
$288K 5,567 -94 -2%
CCM
254
Cutler Capital Management
Massachusetts
$283K 5,480 -242 -4%
MC
255
Moors & Cabot
Massachusetts
$278K 5,391 -312 -5%
QCIG
256
Quad-Cities Investment Group
Iowa
$264K 5,124 +5,124 New
CWM
257
Cornerstone Wealth Management
Missouri
$263K 5,171 -11 -0.2%
BOTW
258
Bank of the West
California
$258K 5,000 -2,850 -36%
RWP
259
RWA Wealth Partners
Massachusetts
$257K 4,972 +11 +0.2%
BJ
260
Brouwer & Janachowski
California
$256K 4,947 -442 -8%
FAIM
261
Financial Advocates Investment Management
Washington
$253K 4,905 -1,636 -25%
SWM
262
SeaCrest Wealth Management
New York
$246K 4,769 – –
IWM
263
IHT Wealth Management
Illinois
$246K 4,859 +2,770 +133%
SEI Investments
264
SEI Investments
Pennsylvania
$238K 4,602 +3,725 +425%
TCM
265
Telos Capital Management
California
$230K 4,461 +4,461 New
CF
266
Centaurus Financial
California
$229K 4,442 -46,047 -91%
BWM
267
BerganKDV Wealth Management
Minnesota
$227K 4,400 -200 -4%
KWMG
268
King Wealth Management Group
Florida
$222K 4,288 +100 +2%
LNC
269
Lincoln National Corp
Pennsylvania
$218K 4,225 +4,225 New
CG
270
Colony Group
Massachusetts
$218K 4,225 +4,225 New
SFA
271
Sequoia Financial Advisors
Ohio
$216K 4,187 – –
KeyBank National Association
272
KeyBank National Association
Ohio
$212K 4,103 +4,103 New
MCM
273
Maryland Capital Management
Maryland
$210K 4,067 +4,067 New
UR
274
USCA RIA
Texas
$207K 4,000 – –
BRF
275
B. Riley Financial
California
$206K 3,997 -4,247 -52%
9 10
11
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