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SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

356 hedge funds and large institutions have $2.23B invested in SPDR Bloomberg Convertible Securities ETF in 2019 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 126 increasing their positions, 129 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
356
Holders Change
+24
Holders Change %
+7.23%
% of All Funds
7.72%
Holding in Top 10
23
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.5%
New
56
Increased
126
Reduced
129
Closed
31
Calls
$658K
Puts
$825K
Net Calls
-$167K
Net Calls Change
+$412K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$46.8M
2
Ameriprise
2
Ameriprise
Minnesota
$66.6M
3
Verition Fund Management
3
Verition Fund Management
Connecticut
$15.5M
4
PWPCM
4
Perella Weinberg Partners Capital Management
New York
$10.7M
5
UCFA
5
United Capital Financial Advisors
Texas
$9.16M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$7K
2
NSLI
2
Nan Shan Life Insurance
Taiwan
$47.8M
3
IA
3
IndexIQ Advisors
New York
$9.96M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$4.78M
5
Wells Fargo
5
Wells Fargo
California
$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
SDWMA
251
Schneider Downs Wealth Management Advisors
Pennsylvania
$311K -$22.9K -439 -7%
CAM
252
Cresset Asset Management
Illinois
$310K – – –
LRIA
253
Leonard Rickey Investment Advisors
Washington
$307K -$2.77K -53 -0.9%
CG
254
Colony Group
Massachusetts
$304K -$905K -17,327 -75%
PPP
255
Private Portfolio Partners
New Jersey
$304K -$6.22K -119 -2%
FAIM
256
Financial Advocates Investment Management
Washington
$302K +$470 +9 +0.2%
AWA
257
Acorn Wealth Advisors
Michigan
$298K -$1.01K -19 -0.3%
EWM
258
Evercore Wealth Management
New York
$298K – – –
CPA
259
Court Place Advisors
Maryland
$297K – – –
VIM
260
Vista Investment Management
Pennsylvania
$296K -$1.31K -25 -0.4%
NFG
261
NewFocus Financial Group
Washington
$293K – – –
QCIG
262
Quad-Cities Investment Group
Iowa
$281K +$2.62K +50 +0.9%
CAC
263
Certified Advisory Corp
Florida
$278K +$259K +4,965 +1,399%
NA
264
Navellier & Associates
Nevada
$265K +$265K +5,063 New
RP
265
Riverbridge Partners
Minnesota
$261K +$261K +5,000 New
TCM
266
Telos Capital Management
California
$260K +$27.5K +526 +12%
WI
267
WrapManager Inc
California
$259K +$259K +4,959 New
FMC
268
First Merchants Corp
Indiana
$255K -$10.5K -200 -4%
WP
269
WealthShield Partners
North Carolina
$253K – – –
BA
270
Boston Advisors
Massachusetts
$251K – – –
PAS
271
Park Avenue Securities
New York
$247K +$4.15K +79 +2%
MIM
272
Moseley Investment Management
Florida
$245K +$245K +4,682 New
ANBT
273
American National Bank & Trust
Texas
$244K -$313K -5,988 -56%
MSAM
274
Moloney Securities Asset Management
Missouri
$242K +$7.93K +152 +3%
SWM
275
SeaCrest Wealth Management
New York
$239K -$10.5K -200 -4%
9 10
11
12 13