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SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

347 hedge funds and large institutions have $2.5B invested in SPDR Bloomberg Convertible Securities ETF in 2018 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 148 increasing their positions, 104 reducing their positions, and 22 closing their positions.

Holders
347
Holders Change
+14
Holders Change %
+4.2%
% of All Funds
7.96%
Holding in Top 10
30
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.11%
% of All Funds
0.69%
New
39
Increased
148
Reduced
104
Closed
22
Calls
$753K
Puts
$1.65M
Net Calls
-$898K
Net Calls Change
-$396K

Top Buyers

1
CCA
1
Conservest Capital Advisors
Pennsylvania
$44.4M
2
IA
2
IndexIQ Advisors
New York
$60.2M
3
BCM
3
Bluefin Capital Management
New York
$30.1M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$35.7M
5
Wells Fargo
5
Wells Fargo
California
$170M

Top Sellers

1
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$3.51M
2
Jane Street
2
Jane Street
New York
$725K
3
WCM
3
Weatherstone Capital Management
Colorado
$0
4
CWSR
4
Chessman Wealth Strategies RIA
Texas
$0
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$19.1M
Name Market Value Shares Shares
Change 		Shares
Change %
AC
251
Alexandria Capital
Virginia
$322K 6,067 -294 -5%
VIM
252
Vista Investment Management
Pennsylvania
$321K 6,060 – –
AWA
253
Acorn Wealth Advisors
Michigan
$314K 5,928 – –
MPI
254
Mairs & Power Inc
Minnesota
$313K 5,900 +5,900 New
AC
255
Avestar Capital
New York
$308K 5,909 +5,909 New
NFG
256
NewFocus Financial Group
Washington
$297K 5,604 – –
CFB
257
Cullen/Frost Bankers
Texas
$291K 5,487 -289 -5%
SAM
258
SignalPoint Asset Management
Missouri
$291K 5,489 -78 -1%
FAIM
259
Financial Advocates Investment Management
Washington
$287K 5,417 +512 +10%
CCM
260
Crabel Capital Management
California
$286K 5,392 -676 -11%
EWM
261
Evercore Wealth Management
New York
$276K 5,214 -500 -9%
SGAM
262
Steinberg Global Asset Management
Florida
$274K 5,159 +5,159 New
QCIG
263
Quad-Cities Investment Group
Iowa
$273K 5,144 +20 +0.4%
BWM
264
BerganKDV Wealth Management
Minnesota
$272K 5,125 +725 +16%
BOTW
265
Bank of the West
California
$265K 5,000 – –
SAS
266
Stelac Advisory Services
New York
$265K 5,000 +5,000 New
HF
267
HRT Financial
New York
$256K 4,845 +4,845 New
SWM
268
SeaCrest Wealth Management
New York
$253K 4,769 – –
EF
269
Empirical Finance
Pennsylvania
$246K 4,633 +4,633 New
MC
270
Moors & Cabot
Massachusetts
$232K 4,380 -1,011 -19%
TCM
271
Telos Capital Management
California
$231K 4,351 -110 -2%
WI
272
Wintrust Investments
Illinois
$224K 4,224 -1,900 -31%
CG
273
Colony Group
Massachusetts
$224K 4,225 – –
KWMG
274
King Wealth Management Group
Florida
$222K 4,188 -100 -2%
MCM
275
Maryland Capital Management
Maryland
$221K 4,175 +108 +3%
9 10
11
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