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SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

356 hedge funds and large institutions have $2.23B invested in SPDR Bloomberg Convertible Securities ETF in 2019 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 126 increasing their positions, 129 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
356
Holders Change
+24
Holders Change %
+7.23%
% of All Funds
7.72%
Holding in Top 10
23
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.5%
New
56
Increased
126
Reduced
129
Closed
31
Calls
$658K
Puts
$825K
Net Calls
-$167K
Net Calls Change
+$412K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$46.8M
2
Ameriprise
2
Ameriprise
Minnesota
$66.6M
3
Verition Fund Management
3
Verition Fund Management
Connecticut
$15.5M
4
PWPCM
4
Perella Weinberg Partners Capital Management
New York
$10.7M
5
UCFA
5
United Capital Financial Advisors
Texas
$9.16M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$7K
2
NSLI
2
Nan Shan Life Insurance
Taiwan
$47.8M
3
IA
3
IndexIQ Advisors
New York
$9.96M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$4.78M
5
Wells Fargo
5
Wells Fargo
California
$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFD
351
Creative Financial Designs
Indiana
$5K -$16.8K -340 -77%
CAGAS
352
Capital Advisory Group Advisory Services
Minnesota
$3K – – –
PMFA
353
Plante Moran Financial Advisors
Michigan
$3K – – –
TFA
354
Transamerica Financial Advisors
Florida
$1K -$48.4K -339 -98%
RFM
355
Royal Fund Management
Florida
$1K -$694 -25 -41%
KPW
356
Kore Private Wealth
New York
$1K – – –
TFA
357
Toth Financial Advisory
Virginia
$1K – – –
Koshinski Asset Management
358
Koshinski Asset Management
Illinois
$288 +$9 +170 +3%
Jane Street
359
Jane Street
New York
– -$16.9M -361,145 Closed
Schroder Investment Management Group
360
Schroder Investment Management Group
United Kingdom
– -$15.1K -322,883 Closed
Calamos Advisors
361
Calamos Advisors
Illinois
– -$5.98M -127,850 Closed
LA
362
LexAurum Advisors
Kansas
– -$4.89M -104,553 Closed
MSL
363
Mackay Shields LLC
New York
– -$4.63M -98,960 Closed
Citadel Advisors
364
Citadel Advisors
Florida
– -$1.2M -25,698 Closed
Susquehanna International Group
365
Susquehanna International Group
Pennsylvania
– -$1.14M -24,323 Closed
BAM
366
Belpointe Asset Management
Nevada
– -$885K -18,914 Closed
HFS
367
Howard Financial Services
Texas
– -$839K -17,935 Closed
AIC
368
Ameritas Investment Company
Nebraska
– -$692K -14,791 Closed
Wolverine Trading
369
Wolverine Trading
Illinois
– -$649K -13,908 Closed
TC
370
TownSquare Capital
Utah
– -$667K -13,069 Closed
PFA
371
Pathway Financial Advisors
Vermont
– -$594K -12,695 Closed
LTI
372
Laffer Tengler Investments
Tennessee
– -$529K -11,301 Closed
MAFM
373
Mid Atlantic Financial Management
Pennsylvania
– -$480K -10,251 Closed
AB
374
Atlas Brown
Kentucky
– -$435K -9,300 Closed
SCM
375
Shelton Capital Management
Colorado
– -$372K -7,947 Closed
12 13 14
15
16