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SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

244 hedge funds and large institutions have $2.05B invested in SPDR Bloomberg Convertible Securities ETF in 2017 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 103 increasing their positions, 76 reducing their positions, and 23 closing their positions.

Holders
244
Holders Change
+11
Holders Change %
+4.72%
% of All Funds
6.08%
Holding in Top 10
22
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.33%
% of All Funds
0.55%
New
35
Increased
103
Reduced
76
Closed
23
Calls
$409K
Puts
$1.56M
Net Calls
-$1.15M
Net Calls Change
+$750K

Top Buyers

1
BAM
1
BTS Asset Management
Massachusetts
$44.4M
2
HIM
2
Hanlon Investment Management
New Jersey
$33.9M
3
HI
3
Horizon Investments
North Carolina
$21.3M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$25.9M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$38.3M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$33.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$153M
3
QI
3
QS Investors
New York
$156M
4
Wells Fargo
4
Wells Fargo
California
$98.1M
5
HNB
5
Huntington National Bank
Ohio
$11.9M
Name Market Value Shares Shares
Change 		Shares
Change %
GC
26
Guggenheim Capital
Illinois
$16.9M 351,032 +30,357 +9%
GIM
27
Goelzer Investment Management
Indiana
$15M 312,718 +10,394 +3%
JIR
28
James Investment Research
Ohio
$13.9M 288,145 +17,654 +7%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$12.8M 266,271 +11,290 +4%
SG Americas Securities
30
SG Americas Securities
New York
$12.7M 264,607 +232,500 +724%
FAAS
31
First Allied Advisory Services
California
$12.7M 262,711 -115,621 -31%
HNB
32
Huntington National Bank
Ohio
– – – –
AA
33
Advisory Alpha
Michigan
$11.5M 238,868 +23,900 +11%
PFG
34
Piershale Financial Group
Illinois
$11.1M 230,647 -135,641 -37%
MBT
35
Montecito Bank & Trust
California
$10.8M 224,752 +68,742 +44%
SIAS
36
Shine Investment Advisory Services
Colorado
$10.5M 218,072 +7,809 +4%
BWL
37
Bogart Wealth LLC
Virginia
$9.71M 201,791 +11,178 +6%
QFA
38
Quattro Financial Advisors
Texas
$9.35M 194,658 +194,658 New
PA
39
Pinnacle Associates
New York
$9.34M 194,228 +3,581 +2%
FWM
40
FFT Wealth Management
Pennsylvania
$9.25M 192,353 -124,322 -39%
NC
41
NewSquare Capital
Pennsylvania
$9.13M 189,728 -10,141 -5%
Bessemer Group
42
Bessemer Group
New Jersey
$9.05M 188,058 +7,975 +4%
WCM
43
Windsor Capital Management
Arizona
$8.38M 174,246 +8,438 +5%
EC
44
Estate Counselors
Wisconsin
$8.37M 174,030 -97,840 -36%
NEIRG
45
New England Investment & Retirement Group
Massachusetts
$8.2M 170,557 +9,255 +6%
Stifel Financial
46
Stifel Financial
Missouri
$7.63M 158,968 +45,658 +40%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$6.89M 143,218 +10,606 +8%
AG
48
Advisor Group
Arizona
$6.74M 140,196 -124,797 -47%
BAAM
49
Baker Avenue Asset Management
California
$6.66M 138,476 -9,509 -6%
TFA
50
Transamerica Financial Advisors
Florida
$6.56M 136,272 +84,551 +163%
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