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SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

268 hedge funds and large institutions have $2.27B invested in SPDR Bloomberg Convertible Securities ETF in 2017 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 130 increasing their positions, 69 reducing their positions, and 31 closing their positions.

Holders
268
Holders Change
-2
Holders Change %
-0.74%
% of All Funds
6.69%
Holding in Top 10
24
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+14.29%
% of All Funds
0.6%
New
32
Increased
130
Reduced
69
Closed
31
Calls
$312K
Puts
$633K
Net Calls
-$321K
Net Calls Change
+$498K

Top Buyers

1
NSLI
1
Nan Shan Life Insurance
Taiwan
$197M
2
Wells Fargo
2
Wells Fargo
California
$163M
3
CCA
3
Conservest Capital Advisors
Pennsylvania
$36.7M
4
LPL Financial
4
LPL Financial
California
$41.2M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$14.9M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$10K
2
IA
2
IndexIQ Advisors
New York
$5.15M
3
HIM
3
Hanlon Investment Management
New Jersey
$2.78M
4
HI
4
Horizon Investments
North Carolina
$0
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$48.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$14.9M +$11.1M +217,862 +293%
HNB
27
Huntington National Bank
Ohio
$14.4M -$13.2M – –
TCM
28
Tradewinds Capital Management
Washington
$14.1M +$3.61M +70,779 +35%
AG
29
Advisor Group
Arizona
$13.9M +$5.5M +107,668 +66%
MBT
30
Montecito Bank & Trust
California
$12.9M +$759K +14,858 +6%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$12M -$4.23M -82,899 -26%
BWL
32
Bogart Wealth LLC
Virginia
$11.8M +$279K +5,414 +2%
AA
33
Advisory Alpha
Michigan
$11.7M -$2.07M -40,082 -15%
JIR
34
James Investment Research
Ohio
$11.2M -$406K -7,957 -4%
BTS
35
BB&T Securities
Virginia
$11.1M +$9.57M +187,462 +639%
SIAS
36
Shine Investment Advisory Services
Colorado
$11M +$409 +8 +0%
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$10.7M +$3.92M +76,754 +58%
Stifel Financial
38
Stifel Financial
Missouri
$10.6M +$2.52M +49,230 +31%
EC
39
Estate Counselors
Wisconsin
$10.2M +$982K +19,220 +11%
SB
40
Suntrust Banks
Georgia
$9.85M +$3.15M +61,611 +47%
PA
41
Pinnacle Associates
New York
$9.83M -$40.6K -795 -0.4%
OAM
42
Oppenheimer Asset Management
New York
$9.55M +$2.85M +55,831 +43%
Bessemer Group
43
Bessemer Group
New Jersey
$9.29M -$295K -5,781 -3%
AFNAS
44
American Financial Network Advisory Services
California
$9.16M +$9.16M +179,334 New
NC
45
NewSquare Capital
Pennsylvania
$9.1M +$94.1K +1,905 +1%
CRC
46
Curi RMB Capital
Illinois
$8.86M +$4.58M +89,625 +107%
WCM
47
Windsor Capital Management
Arizona
$8.65M – – –
FWM
48
FFT Wealth Management
Pennsylvania
$8.46M -$1.38M -26,932 -14%
Mackenzie Financial
49
Mackenzie Financial
Ontario, Canada
$8.02M +$1.55M +30,309 +24%
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$8.01M +$1.74M +34,039 +28%
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