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SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

347 hedge funds and large institutions have $2.5B invested in SPDR Bloomberg Convertible Securities ETF in 2018 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 148 increasing their positions, 104 reducing their positions, and 22 closing their positions.

Holders
347
Holders Change
+14
Holders Change %
+4.2%
% of All Funds
7.96%
Holding in Top 10
30
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.11%
% of All Funds
0.69%
New
39
Increased
148
Reduced
104
Closed
22
Calls
$753K
Puts
$1.65M
Net Calls
-$898K
Net Calls Change
-$396K

Top Buyers

1
CCA
1
Conservest Capital Advisors
Pennsylvania
$44.4M
2
IA
2
IndexIQ Advisors
New York
$60.2M
3
BCM
3
Bluefin Capital Management
New York
$30.1M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$35.7M
5
Wells Fargo
5
Wells Fargo
California
$170M

Top Sellers

1
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$3.51M
2
Jane Street
2
Jane Street
New York
$725K
3
WCM
3
Weatherstone Capital Management
Colorado
$0
4
CWSR
4
Chessman Wealth Strategies RIA
Texas
$0
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$19.1M
Name Market Value Shares Shares
Change 		Shares
Change %
GRP
301
Global Retirement Partners
California
$103K 1,940 -191 -9%
SSB
302
Sandy Spring Bank
Maryland
$95K 1,800 – –
MRCM
303
M&R Capital Management
New Jersey
$95K 1,800 +300 +20%
SWMG
304
Signature Wealth Management Group
Georgia
$78K 1,479 – –
AIM
305
Advantage Investment Management
Iowa
$69K 1,299 -27,935 -96%
MA
306
MCF Advisors
Kentucky
$69K 1,300 – –
IAS
307
IMA Advisory Services
Colorado
$67K 1,273 +1,273 New
PA
308
Parallel Advisors
California
$63K 1,202 -171 -12%
FHA
309
Flagship Harbor Advisors
Massachusetts
$62K 1,183 +1,183 New
SWP
310
Strategic Wealth Partners
Ohio
$53K 991 -861 -46%
OSNBOA
311
Old Second National Bank of Aurora
Illinois
$53K 993 – –
CFD
312
Creative Financial Designs
Indiana
$53K 996 +318 +47%
AAM
313
Advisors Asset Management
Colorado
$52K 974 +797 +450%
RFWA
314
RPg Family Wealth Advisory
Massachusetts
$47.2K 890 -751 -46%
GSC
315
G&S Capital
Colorado
$44K 831 – –
RWG
316
Regal Wealth Group
California
$38K 708 – –
LA
317
Legacy Advisors
Pennsylvania
$34K 650 +650 New
CA
318
Centerpoint Advisors
Massachusetts
$32K 600 +600 New
LJHT
319
Laurie J. Hall Trustee
$27K 500 – –
BA
320
Ballew Advisors
Mississippi
$27K 500 – –
PFGIA
321
Patriot Financial Group Insurance Agency
Massachusetts
$24K 451 +1 +0.2%
BWM
322
Baystate Wealth Management
Massachusetts
$22K 102 -298 -75%
RFM
323
Royal Fund Management
Florida
$17K 330 -1,307 -80%
RCAG
324
Rehmann Capital Advisory Group
Michigan
$16.1K 304 +139 +84%
TRCT
325
Tower Research Capital (TRC)
New York
$15K 281 +281 New
11 12
13
14 15