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SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

325 hedge funds and large institutions have $2.14B invested in SPDR Bloomberg Convertible Securities ETF in 2017 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 121 increasing their positions, 86 reducing their positions, and 21 closing their positions.

Holders
325
Holders Change
+57
Holders Change %
+21.27%
% of All Funds
7.38%
Holding in Top 10
29
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+20.83%
% of All Funds
0.66%
New
81
Increased
121
Reduced
86
Closed
21
Calls
–
Puts
$845K
Net Calls
-$845K
Net Calls Change
-$524K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$31.8M
2
Jane Street
2
Jane Street
New York
$19.1M
3
WCM
3
Weatherstone Capital Management
Colorado
$15.4M
4
UCFA
4
United Capital Financial Advisors
Texas
$10.7M
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$19.7M

Top Sellers

1
NSLI
1
Nan Shan Life Insurance
Taiwan
$9.18M
2
QI
2
QS Investors
New York
$37.7M
3
CCA
3
Conservest Capital Advisors
Pennsylvania
$0
4
Wells Fargo
4
Wells Fargo
California
$140M
5
HNB
5
Huntington National Bank
Ohio
$15.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
326
Conservest Capital Advisors
Pennsylvania
– -$36.7M -719,569 Closed
PFG
327
Piershale Financial Group
Illinois
– -$7.59M -148,553 Closed
BFG
328
Barber Financial Group
Kansas
– -$3.93M -76,877 Closed
IWA
329
IBEX Wealth Advisors
New Jersey
– -$3.91M -75,679 Closed
MHS
330
M Holdings Securities
Oregon
– -$3.33M -65,123 Closed
PFA
331
Pinnacle Family Advisors
Missouri
– -$3.21M -62,886 Closed
BAM
332
BTS Asset Management
Massachusetts
– -$2.51M -49,089 Closed
ICOA
333
Investment Centers of America
North Dakota
– -$2.49M -48,826 Closed
NPC
334
National Planning Corporation
California
– -$1.68M -32,870 Closed
BFA
335
Beaumont Financial Advisors
Massachusetts
– -$1.25M -24,554 Closed
AL
336
Aspiriant LLC
California
– -$708K -13,859 Closed
NA
337
Navellier & Associates
Nevada
– -$541K -10,585 Closed
CBU
338
CIBC Bank USA
Illinois
– -$421K -8,240 Closed
VA
339
Valmark Advisers
Ohio
– -$315K -6,169 Closed
Koshinski Asset Management
340
Koshinski Asset Management
Illinois
– -$283K -5,540 Closed
AIS
341
Accurate Investment Solutions
Pennsylvania
– -$77K -1,516 Closed
HT
342
Heritage Trust
Oklahoma
– -$65K -1,275 Closed
MIFH
343
Migdal Insurance & Financial Holdings
Israel
– -$41K -800 Closed
SHJ
344
Sharkey, Howes & Javer
Colorado
– -$1K -437 Closed
WAM
345
Wealthspire Advisors (Maryland)
Maryland
– -$13K -250 Closed
WAM
346
Wolverine Asset Management
Illinois
– -$2K -41 Closed
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