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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 %
IWM
276
IHT Wealth Management
Illinois
$109K +$5.53K +106 +5%
GRP
277
Global Retirement Partners
California
$108K +$7.82K +154 +8%
PFBT
278
Parkside Financial Bank & Trust
Missouri
$101K – – –
MCM
279
Mainstay Capital Management
Michigan
$101K +$101K +2,000 New
SSB
280
Sandy Spring Bank
Maryland
$91K – – –
RFWA
281
RPg Family Wealth Advisory
Massachusetts
$81.5K +$14.7K +291 +22%
1IA
282
1834 Investment Advisors
Wisconsin
$77K +$77K +1,524 New
MRCM
283
M&R Capital Management
New Jersey
$75K – – –
SWMG
284
Signature Wealth Management Group
Georgia
$75K +$75K +1,479 New
PA
285
Parallel Advisors
California
$74K -$152 -3 -0.2%
RFA
286
Reilly Financial Advisors
California
$74K +$74K +1,464 New
MA
287
MCF Advisors
Kentucky
$66K – – –
GAM
288
Gemmer Asset Management
California
$64K +$64K +1,259 New
CTC
289
Central Trust Company
Missouri
$51K +$51K +1,000 New
OSNBOA
290
Old Second National Bank of Aurora
Illinois
$50K – – –
FRA
291
Front Row Advisors
California
$50K +$50K +983 New
GSC
292
G&S Capital
Colorado
$47K +$47K +938 New
SEI Investments
293
SEI Investments
Pennsylvania
$44K -$29.5K -588 -40%
MGIA
294
Moneta Group Investment Advisors
Missouri
$39K +$39K +775 New
VCM
295
Vigilant Capital Management
Maine
$38K – – –
RWG
296
Regal Wealth Group
California
$36K +$36K +708 New
CCM
297
Cribstone Capital Management
Maine
$32K – – –
RFC
298
Regions Financial Corp
Alabama
$27K +$27K +526 New
LJHT
299
Laurie J. Hall Trustee
$25K – – –
CAL
300
Capital Analysts LLC
Pennsylvania
$24K +$9.44K +190 +65%
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12
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