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SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

337 hedge funds and large institutions have $2.14B invested in SPDR Bloomberg Convertible Securities ETF in 2019 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 136 increasing their positions, 113 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
337
Holders Change
-4
Holders Change %
-1.17%
% of All Funds
7.4%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.4%
New
35
Increased
136
Reduced
113
Closed
36
Calls
$4.84M
Puts
$5.29M
Net Calls
-$446K
Net Calls Change
-$452K

Top Buyers

1
NSLI
1
Nan Shan Life Insurance
Taiwan
$154M
2
HCM
2
Howard Capital Management
Georgia
$66M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$64.6M
4
TCM
4
Tradewinds Capital Management
Washington
$28.5M
5
FBB
5
Fulton Breakefield Broenniman
Maryland
$14.2M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$10.3M
2
HIM
2
Hanlon Investment Management
New Jersey
$0
3
HNB
3
Huntington National Bank
Ohio
$15M
4
Verition Fund Management
4
Verition Fund Management
Connecticut
$0
5
PWPCM
5
Perella Weinberg Partners Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PFA
276
Pinnacle Family Advisors
Missouri
$202K -$11.4K -216 -5%
MC
277
Moors & Cabot
Massachusetts
$202K – – –
1IA
278
1834 Investment Advisors
Wisconsin
$202K – – –
Bank of New York Mellon
279
Bank of New York Mellon
New York
$200K -$2.51K -48 -1%
NPP
280
New Potomac Partners
Maryland
$197K – – –
WCG
281
Weaver Consulting Group
California
$196K – – –
NFG
282
Next Financial Group
Texas
$183K -$59.6K -1,136 -25%
ANBT
283
American National Bank & Trust
Texas
$181K – – –
CIAS
284
Capital Investment Advisory Services
North Carolina
$176K – – –
RAM
285
Riggs Asset Management
Pennsylvania
$170K +$1.15K +22 +0.7%
IAS
286
IMA Advisory Services
Colorado
$167K +$6.6K +126 +4%
SF
287
Synovus Financial
Georgia
$149K -$38.4K -730 -20%
AF
288
Advisornet Financial
Minnesota
$146K -$239K -4,566 -62%
IRC
289
Investors Research Corp
Georgia
$142K +$104K +1,979 +275%
ED
290
Exane Derivatives
France
$119K – – –
JCM
291
Julex Capital Management
Massachusetts
$113K +$58.8K +1,116 +108%
GRP
292
Global Retirement Partners
California
$110K -$1.78K -34 -2%
PFBT
293
Parkside Financial Bank & Trust
Missouri
$104K – – –
PA
294
Parallel Advisors
California
$103K -$4.6K -88 -4%
HR
295
Howe & Rusling
New York
$101K – – –
AAM
296
Advisors Asset Management
Colorado
$99K -$56.1K -1,070 -36%
SSB
297
Sandy Spring Bank
Maryland
$94K – – –
DP
298
Denver PWM
Colorado
$91.8K +$91.8K +1,756 New
LFG
299
LifePlan Financial Group
Ohio
$91K -$25.5K -483 -22%
SBL
300
Sargent Bickham Lagudis
Colorado
$90K -$3.77K -72 -4%
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