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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 %
CIC
251
Chilton Investment Company
Connecticut
$274K +$274K +5,179 New
FAIM
252
Financial Advocates Investment Management
Washington
$269K -$36.3K -687 -12%
BPCE
253
Bank Pictet & Cie (Europe)
Germany
$265K +$265K +5,018 New
RP
254
Riverbridge Partners
Minnesota
$264K – – –
SAS
255
Stelac Advisory Services
New York
$264K +$264K +5,000 New
MSAM
256
Moloney Securities Asset Management
Missouri
$248K +$2.28K +43 +0.9%
NFG
257
Next Financial Group
Texas
$245K +$136K +2,562 +124%
PAS
258
Park Avenue Securities
New York
$239K -$9.45K -179 -4%
RCA
259
Reitz Capital Advisors
Michigan
$239K -$1.32K -25 -0.6%
AWM
260
AE Wealth Management
Kansas
$237K +$794 +15 +0.3%
WI
261
WrapManager Inc
California
$235K -$27.6K -521 -11%
SCA
262
Snowden Capital Advisors
New York
$231K +$53 +1 +0%
PWM
263
Paulson Wealth Management
Illinois
$230K +$230K +4,271 New
SFA
264
Sequoia Financial Advisors
Ohio
$219K – – –
BFEC
265
Benjamin F. Edwards & Company
Missouri
$218K +$106 +2 +0%
BF
266
BOK Financial
Oklahoma
$218K +$218K +4,124 New
FNBT
267
FineMark National Bank & Trust
Florida
$216K +$216K +4,094 New
PFA
268
Pinnacle Family Advisors
Missouri
$215K +$1.01K +19 +0.5%
UR
269
USCA RIA
Texas
$211K – – –
MIM
270
Moseley Investment Management
Florida
$209K -$38.9K -734 -16%
CWM
271
Cornerstone Wealth Management
Missouri
$208K -$22.3K -422 -10%
PA
272
PFG Advisors
Arizona
$208K +$208K +3,839 New
FMC
273
First Merchants Corp
Indiana
$206K -$51.5K -975 -20%
MC
274
Moors & Cabot
Massachusetts
$204K -$22.3K -422 -10%
Bank of New York Mellon
275
Bank of New York Mellon
New York
$204K -$16.8K -318 -8%
9 10
11
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