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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 %
BCI
326
Brinker Capital Investments
Pennsylvania
$15K +$15K +278 New
MWM
327
Merriman Wealth Management
Washington
$13.3K -$290 -546 -2%
CFA
328
Carroll Financial Associates
North Carolina
$13K +$13K +252 New
WP
329
WealthShield Partners
North Carolina
$12K -$250K -4,616 -95%
FDCDDQ
330
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.1K – – –
MCM
331
McMillion Capital Management
North Carolina
$10K +$10K +180 New
KIG
332
Kessler Investment Group
Indiana
$9K – – –
DWM
333
Doyle Wealth Management
Florida
$8K +$8K +150 New
RCAG
334
Rehmann Capital Advisory Group
Michigan
$7.35K -$8.72K -165 -54%
AssetMark Inc
335
AssetMark Inc
California
$7K -$56 -1 -0.8%
LPWM
336
Lake Point Wealth Management
Texas
$7K – – –
AIM
337
Advantage Investment Management
Iowa
$6K – – –
CFD
338
Creative Financial Designs
Indiana
$5K -$489 -9 -9%
TFGT
339
TS Financial Group (TSFG)
Illinois
$3K -$14.4K -313 -83%
CAGAS
340
Capital Advisory Group Advisory Services
Minnesota
$3K – – –
BFC
341
Bedel Financial Consulting
Indiana
$2K -$4.44K -100 -69%
TFA
342
Toth Financial Advisory
Virginia
$1K – – –
BRWM
343
B. Riley Wealth Management
Tennessee
$424 -$25 -477 -6%
PWAG
344
Polaris Wealth Advisory Group
California
– -$40.6M -773,982 Closed
QAM
345
Q3 Asset Management
Michigan
– -$1.35M -533,985 Closed
FF
346
Friedenthal Financial
New Jersey
– -$7.72M -147,719 Closed
TCM
347
Tuttle Capital Management
Connecticut
– -$7.09M -134,989 Closed
Allianz Asset Management
348
Allianz Asset Management
Germany
– -$4.78M -91,391 Closed
TC
349
Trilogy Capital
California
– -$3.61M -69,129 Closed
AIA
350
Arrow Investment Advisors
Maryland
– -$2.73M -52,326 Closed
12 13
14
15 16