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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.

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
1
Nan Shan Life Insurance
Taiwan
$70.1M
2
Barclays
2
Barclays
United Kingdom
$15.8M
3
TCM
3
Tradewinds Capital Management
Washington
$14.1M
4
IWS
4
Insight Wealth Strategies
California
$14.2M
5
Fifth Third Bancorp
5
Fifth Third Bancorp
Ohio
$21M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$41.2M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.6M
3
PWAG
3
Polaris Wealth Advisory Group
California
$0
4
MFM
4
MD Financial Management
Ontario, Canada
$34.9M
5
HNB
5
Huntington National Bank
Ohio
$15.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
1IA
276
1834 Investment Advisors
Wisconsin
$204K – – –
NPP
277
New Potomac Partners
Maryland
$198K -$224K -4,250 -53%
WCG
278
Weaver Consulting Group
California
$192K – – –
SF
279
Synovus Financial
Georgia
$189K – – –
ANBT
280
American National Bank & Trust
Texas
$183K -$63.8K -1,206 -26%
CIAS
281
Capital Investment Advisory Services
North Carolina
$180K +$65.8K +1,229 +58%
RAM
282
Riggs Asset Management
Pennsylvania
$171K – – –
AIP
283
Almanack Investment Partners
Pennsylvania
$168K -$889K -16,813 -84%
IAS
284
IMA Advisory Services
Colorado
$162K +$11.4K +215 +8%
AAM
285
Advisors Asset Management
Colorado
$156K -$18.8K -356 -11%
ED
286
Exane Derivatives
France
$120K -$8.4K -159 -7%
PFGIA
287
Patriot Financial Group Insurance Agency
Massachusetts
$120K +$80.3K +1,512 +202%
RWA
288
Redhawk Wealth Advisors
Minnesota
$120K +$120K +2,264 New
LFG
289
LifePlan Financial Group
Ohio
$117K +$102K +1,932 +695%
GRP
290
Global Retirement Partners
California
$113K +$74.8K +1,414 +196%
RBC
291
Roble Belko & Company
Pennsylvania
$110K +$5.66K +107 +5%
PA
292
Parallel Advisors
California
$109K +$317 +6 +0.3%
AC
293
Avestar Capital
New York
$107K -$10.3K -200 -9%
PFBT
294
Parkside Financial Bank & Trust
Missouri
$105K – – –
TPWA
295
TRUE Private Wealth Advisors
Oregon
$104K +$104K +1,978 New
HR
296
Howe & Rusling
New York
$102K – – –
CFGS
297
Concourse Financial Group Securities
Alabama
$101K +$11.2K +211 +12%
SBL
298
Sargent Bickham Lagudis
Colorado
$95K -$102K -1,917 -52%
SSB
299
Sandy Spring Bank
Maryland
$95K – – –
BAM
300
BTS Asset Management
Massachusetts
$91K +$91K +1,727 New
10 11
12
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