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SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

347 hedge funds and large institutions have $2.5B invested in SPDR Bloomberg Convertible Securities ETF in 2018 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 148 increasing their positions, 104 reducing their positions, and 22 closing their positions.

Holders
347
Holders Change
+14
Holders Change %
+4.2%
% of All Funds
7.96%
Holding in Top 10
30
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.11%
% of All Funds
0.69%
New
39
Increased
148
Reduced
104
Closed
22
Calls
$753K
Puts
$1.65M
Net Calls
-$898K
Net Calls Change
-$396K

Top Buyers

1
CCA
1
Conservest Capital Advisors
Pennsylvania
$44.4M
2
IA
2
IndexIQ Advisors
New York
$60.2M
3
BCM
3
Bluefin Capital Management
New York
$30.1M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$35.7M
5
Wells Fargo
5
Wells Fargo
California
$170M

Top Sellers

1
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$3.51M
2
Jane Street
2
Jane Street
New York
$725K
3
WCM
3
Weatherstone Capital Management
Colorado
$0
4
CWSR
4
Chessman Wealth Strategies RIA
Texas
$0
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$19.1M
Name Market Value Shares Shares
Change 		Shares
Change %
HCM
26
Howard Capital Management
Georgia
$25.5M 472,337 +133,369 +39%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$19.1M 360,453 -199,877 -36%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$19.1M 359,883 +112,495 +45%
CM
29
Columbus Macro
Pennsylvania
$19.1M 359,304 -10,348 -3%
HGWM
30
Harvest Group Wealth Management
Massachusetts
$17.7M 333,643 +1,423 +0.4%
OAM
31
Oppenheimer Asset Management
New York
$17.1M 321,678 +38,547 +14%
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$16.9M 327,501 – –
Fifth Third Bancorp
33
Fifth Third Bancorp
Ohio
$16.9M 318,772 -64,916 -17%
HNB
34
Huntington National Bank
Ohio
– – – –
SB
35
Suntrust Banks
Georgia
$16M 302,186 +32,121 +12%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$14.7M 276,325 +29,254 +12%
Bessemer Group
37
Bessemer Group
New Jersey
$14.4M 272,436 +87,550 +47%
Stifel Financial
38
Stifel Financial
Missouri
$14.4M 272,089 +24,470 +10%
BWL
39
Bogart Wealth LLC
Virginia
$14.2M 268,160 +27,448 +11%
AA
40
Advisory Alpha
Michigan
$13.6M 251,791 +52,900 +27%
EC
41
Estate Counselors
Wisconsin
$13.5M 254,330 +5,830 +2%
SI
42
Stephens Inc
Arkansas
$11.6M 219,609 +219,609 New
RIM
43
Redwood Investment Management
Arizona
$11.5M 216,096 +4,354 +2%
MBT
44
Montecito Bank & Trust
California
$11.4M 215,625 +96,001 +80%
SIAS
45
Shine Investment Advisory Services
Colorado
$11.4M 215,240 -14,296 -6%
JIR
46
James Investment Research
Ohio
$11.3M 213,894 -10,223 -5%
CAN
47
Claraphi Advisory Network
United States
$10.6M 200,671 +194,898 +3,376%
NC
48
NewSquare Capital
Pennsylvania
$10.6M 196,674 +1,790 +0.9%
RJFSA
49
Raymond James Financial Services Advisors
Florida
$10.4M 196,797 +196,797 New
WCM
50
Windsor Capital Management
Arizona
$10.4M 196,728 -2,148 -1%
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