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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 %
FRA
351
Front Row Advisors
California
$53 982 – –
WCM
352
Weatherstone Capital Management
Colorado
– – -222,931 Closed
CWSR
353
Chessman Wealth Strategies RIA
Texas
– – -208,200 Closed
HFM
354
Harvest Fund Management
China
– – -24,500 Closed
MIAN
355
Mariner Independent Advisor Network
Kansas
– – -14,673 Closed
FCAG
356
First Capital Advisors Group
New Jersey
– – -11,587 Closed
WP
357
WealthShield Partners
North Carolina
– – -10,213 Closed
SRCM
358
Swift Run Capital Management
Virginia
– – -8,000 Closed
JG
359
Jefferies Group
New York
– – -6,900 Closed
QFA
360
Quattro Financial Advisors
Texas
– – -6,275 Closed
HPWM
361
Highland Private Wealth Management
Washington
– – -5,724 Closed
PAG
362
Private Advisory Group
Washington
– – -5,724 Closed
EFS
363
Essex Financial Services
Connecticut
– – -5,675 Closed
CCM
364
Cutler Capital Management
Massachusetts
– – -5,480 Closed
BJ
365
Brouwer & Janachowski
California
– – -4,947 Closed
LNC
366
Lincoln National Corp
Pennsylvania
– – -4,225 Closed
VCM
367
Vigilant Capital Management
Maine
– – -1,228 Closed
MGIA
368
Moneta Group Investment Advisors
Missouri
– – -775 Closed
RFC
369
Regions Financial Corp
Alabama
– – -772 Closed
APP
370
Avantax Planning Partners
Iowa
– – -489 Closed
CCA
371
Clearwater Capital Advisors
Illinois
– – -313 Closed
GI
372
Gradient Investments
Minnesota
– – -40 Closed
APSP
373
Asset Planning Services (Pennsylvania)
Pennsylvania
– – – –
11 12 13 14
15