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SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

325 hedge funds and large institutions have $2.14B invested in SPDR Bloomberg Convertible Securities ETF in 2017 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 121 increasing their positions, 86 reducing their positions, and 21 closing their positions.

Holders
325
Holders Change
+57
Holders Change %
+21.27%
% of All Funds
7.38%
Holding in Top 10
29
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+20.83%
% of All Funds
0.66%
New
81
Increased
121
Reduced
86
Closed
21
Calls
–
Puts
$845K
Net Calls
-$845K
Net Calls Change
-$524K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$31.8M
2
Jane Street
2
Jane Street
New York
$19.1M
3
WCM
3
Weatherstone Capital Management
Colorado
$15.4M
4
UCFA
4
United Capital Financial Advisors
Texas
$10.7M
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$19.7M

Top Sellers

1
NSLI
1
Nan Shan Life Insurance
Taiwan
$9.18M
2
QI
2
QS Investors
New York
$37.7M
3
CCA
3
Conservest Capital Advisors
Pennsylvania
$0
4
Wells Fargo
4
Wells Fargo
California
$140M
5
HNB
5
Huntington National Bank
Ohio
$15.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$18.1M +$3.31M +65,463 +22%
HCM
27
Howard Capital Management
Georgia
$17.2M +$17.2M +338,965 New
HGWM
28
Harvest Group Wealth Management
Massachusetts
$17M +$17M +334,999 New
FAAS
29
First Allied Advisory Services
California
$16.5M -$2.7M -53,497 -14%
HNB
30
Huntington National Bank
Ohio
$15.9M -$14.4M – –
AA
31
Advisory Alpha
Michigan
$15.5M +$3.55M +67,260 +30%
WCM
32
Weatherstone Capital Management
Colorado
$15.4M +$15.4M +304,606 New
MBT
33
Montecito Bank & Trust
California
$12.8M -$45.8K -906 -0.4%
JIR
34
James Investment Research
Ohio
$12.3M +$1.17M +23,122 +11%
Stifel Financial
35
Stifel Financial
Missouri
$12.2M +$1.73M +34,163 +17%
BWL
36
Bogart Wealth LLC
Virginia
$11.9M +$279K +5,521 +2%
TCM
37
Tradewinds Capital Management
Washington
$11.4M -$2.55M -50,336 -18%
ACM
38
AlphaStar Capital Management
North Carolina
$11.4M -$1.16M -20,823 -9%
Mackenzie Financial
39
Mackenzie Financial
Ontario, Canada
$11.3M +$3.37M +66,551 +42%
SIAS
40
Shine Investment Advisory Services
Colorado
$11.1M +$179K +3,545 +2%
QFA
41
Quattro Financial Advisors
Texas
$10.7M +$4.83M +93,557 +82%
SB
42
Suntrust Banks
Georgia
$10.7M +$947K +18,721 +10%
UCFA
43
United Capital Financial Advisors
Texas
$10.7M +$10.7M +211,462 New
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$10.6M -$1.32M -26,079 -11%
CM
45
Columbus Macro
Pennsylvania
$10.6M +$10.6M +209,308 New
AFNAS
46
American Financial Network Advisory Services
California
$10.5M +$1.42M +28,030 +16%
BCM
47
Bluefin Capital Management
New York
$10.2M +$2.79M +55,215 +38%
CWSR
48
Chessman Wealth Strategies RIA
Texas
$10.1M +$10.1M +198,860 New
PA
49
Pinnacle Associates
New York
$9.69M -$48.2K -952 -0.5%
OAM
50
Oppenheimer Asset Management
New York
$9.55M – – –
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