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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 %
CWM
351
Cordatus Wealth Management
Pennsylvania
– -$2.1M -40,133 Closed
RWP
352
RWA Wealth Partners
Massachusetts
– -$1.83M -35,099 Closed
WA
353
WESPAC Advisors
California
– -$1.62M -31,036 Closed
State of Tennessee, Department of Treasury
354
State of Tennessee, Department of Treasury
Tennessee
– -$1.6M -30,700 Closed
LFGH
355
Lee Financial Group Hawaii
Hawaii
– -$1.57M -29,955 Closed
CCMG
356
Clark Capital Management Group
Pennsylvania
– -$1.41M -26,993 Closed
Renaissance Technologies
357
Renaissance Technologies
New York
– -$1.34M -25,700 Closed
AP
358
Advisors Preferred
Maryland
– -$1.29M -24,679 Closed
PCM
359
Palisade Capital Management
New Jersey
– -$1.05M -20,000 Closed
FEM
360
Fulcrum Equity Management
Texas
– -$891K -17,059 Closed
DWA
361
Dorsey Wright & Associates
California
– -$813K -15,559 Closed
VAG
362
VisionPoint Advisory Group
Texas
– -$705K -13,501 Closed
FIA
363
FNY Investment Advisers
New York
– -$365K -7,000 Closed
BWM
364
BerganKDV Wealth Management
Minnesota
– -$313K -5,996 Closed
LRIA
365
Leonard Rickey Investment Advisors
Washington
– -$307K -5,877 Closed
Koshinski Asset Management
366
Koshinski Asset Management
Illinois
– -$288 -5,515 Closed
NA
367
Navellier & Associates
Nevada
– -$265K -5,063 Closed
BA
368
Boston Advisors
Massachusetts
– -$251K -4,805 Closed
SWM
369
SeaCrest Wealth Management
New York
– -$239K -4,569 Closed
PFP
370
Pinnacle Financial Partners
Tennessee
– -$230K -4,400 Closed
KWMG
371
King Wealth Management Group
Florida
– -$208K -3,988 Closed
SS
372
Simplicity Solutions
Minnesota
– -$208K -3,984 Closed
DI
373
DFPG Investments
Utah
– -$206K -3,913 Closed
HGWM
374
Harvest Group Wealth Management
Massachusetts
– -$125K -2,388 Closed
KL
375
KWMG LLC
Kansas
– -$88K -1,678 Closed
12 13 14
15
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