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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 %
JIR
301
James Investment Research
Ohio
$79K -$5.59M -106,280 -99%
MA
302
MCF Advisors
Kentucky
$69K – – –
MA
303
MUFG Americas
New York
$67K -$5.26K -100 -7%
BNP Paribas Financial Markets
304
BNP Paribas Financial Markets
France
$54.3K +$28.1K +531 +107%
JCM
305
Julex Capital Management
Massachusetts
$54K -$73.7K -1,405 -58%
OSNBOA
306
Old Second National Bank of Aurora
Illinois
$52K – – –
MRCM
307
M&R Capital Management
New Jersey
$52K – – –
FRA
308
Front Row Advisors
California
$49K -$3.25K -61 -6%
RCG
309
Ruggie Capital Group
Florida
$43K +$9.01K +171 +27%
HPC
310
HM Payson & Co
Maine
$43K +$43K +820 New
IRC
311
Investors Research Corp
Georgia
$38K +$38K +720 New
FHA
312
Flagship Harbor Advisors
Massachusetts
$37K – – –
GWA
313
Guidant Wealth Advisors
Illinois
$37K +$210 +4 +0.6%
LWA
314
Lowe Wealth Advisors
Maryland
$36K +$36K +676 New
EWM
315
Executive Wealth Management
Michigan
$33K +$107 +2 +0.3%
UBS AM
316
UBS AM
Illinois
$26.2K – – –
LJHT
317
Laurie J. Hall Trustee
$26K – – –
AIP
318
Ameritas Investment Partners
Nebraska
$25K +$25K +482 New
SIM
319
Sonora Investment Management
Arizona
$24K +$24K +451 New
DOA
320
D'Orazio & Associates
Virginia
$23K +$104 +2 +0.5%
BWM
321
Baystate Wealth Management
Massachusetts
$22K – – –
LWM
322
Liberty Wealth Management
California
$18K +$18K +344 New
SQA
323
Simon Quick Advisors
New Jersey
$16K +$16K +303 New
ESB
324
Essex Savings Bank
Connecticut
$16K – – –
TFA
325
Transamerica Financial Advisors
Florida
$16K +$15.6K +291 +4,157%
11 12
13
14 15