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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 %
RCA
276
Reitz Capital Advisors
Michigan
$237K -$31.8K -610 -12%
AWM
277
AE Wealth Management
Kansas
$233K -$296K -5,674 -56%
PFP
278
Pinnacle Financial Partners
Tennessee
$230K +$230K +4,400 New
SCA
279
Snowden Capital Advisors
New York
$228K -$99.7K -1,908 -30%
MC
280
Moors & Cabot
Massachusetts
$223K – – –
Bank of New York Mellon
281
Bank of New York Mellon
New York
$218K -$289K -5,540 -57%
SFA
282
Sequoia Financial Advisors
Ohio
$217K +$217K +4,150 New
BFEC
283
Benjamin F. Edwards & Company
Missouri
$215K -$311K -5,948 -59%
PFA
284
Pinnacle Family Advisors
Missouri
$211K -$20.5K -392 -9%
UR
285
USCA RIA
Texas
$209K -$26.1K -500 -11%
SS
286
Simplicity Solutions
Minnesota
$208K -$337K -6,450 -62%
KWMG
287
King Wealth Management Group
Florida
$208K +$208K +3,988 New
DI
288
DFPG Investments
Utah
$206K +$206K +3,913 New
CCM
289
Crabel Capital Management
California
$205K -$32K -612 -14%
1IA
290
1834 Investment Advisors
Wisconsin
$202K -$1.46K -28 -0.7%
SBL
291
Sargent Bickham Lagudis
Colorado
$194K +$18.4K +352 +10%
WCG
292
Weaver Consulting Group
California
$189K +$189K +3,627 New
SF
293
Synovus Financial
Georgia
$186K – – –
AAM
294
Advisors Asset Management
Colorado
$173K +$6.84K +131 +4%
RAM
295
Riggs Asset Management
Pennsylvania
$168K – – –
IAS
296
IMA Advisory Services
Colorado
$149K +$57.9K +1,107 +64%
ASN
297
Advisory Services Network
Georgia
$140K +$44.6K +857 +47%
JCM
298
Julex Capital Management
Massachusetts
$127K +$122K +2,337 +2,385%
ED
299
Exane Derivatives
France
$127K +$8.41K +161 +7%
HGWM
300
Harvest Group Wealth Management
Massachusetts
$125K -$17.3M -329,724 -99%
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