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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 %
CAPTRUST Financial Advisors
326
CAPTRUST Financial Advisors
North Carolina
$14K 255 – –
AA
327
AlphaMark Advisors
Kentucky
$14K 260 – –
SF
328
Synovus Financial
Georgia
$13K 250 – –
PSC
329
Prentiss Smith & Co
Vermont
$13K 240 – –
AA
330
Apriem Advisors
California
$13K 249 +249 New
OIA
331
OneDigital Investment Advisors
Kansas
$12K 219 – –
FDCDDQ
332
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.1K 210 – –
EA
333
Edge Advisors
Georgia
$10K 200 – –
Simplex Trading
334
Simplex Trading
Illinois
$10K 196 +196 New
SIS
335
Sound Income Strategies
Florida
$9K 168 – –
PFA
336
Pathway Financial Advisors
Vermont
$9K 170 – –
KIG
337
Kessler Investment Group
Indiana
$9K 165 – –
HH
338
HWG Holdings
Texas
$9K 171 +171 New
AssetMark Inc
339
AssetMark Inc
California
$9K 175 +175 New
AFNAS
340
American Financial Network Advisory Services
California
$8.88K 685 -19 -3%
Toronto Dominion Bank
341
Toronto Dominion Bank
Ontario, Canada
$6K 107 +107 New
Parallax Volatility Advisers
342
Parallax Volatility Advisers
California
$6K 111 +110 +11,000%
JCM
343
Jacobi Capital Management
Pennsylvania
$6K 119 +119 New
TFS
344
TrustCore Financial Services
Tennessee
$5K 101 – –
CAC
345
Certified Advisory Corp
Florida
$4K 70 – –
CAGAS
346
Capital Advisory Group Advisory Services
Minnesota
$4K 83 – –
PMFA
347
Plante Moran Financial Advisors
Michigan
$3K 54 – –
DOA
348
D'Orazio & Associates
Virginia
$3K 50 – –
BFC
349
Bedel Financial Consulting
Indiana
$2K 45 – –
TFA
350
Toth Financial Advisory
Virginia
$1K 22 – –
11 12 13
14
15