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SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

158 hedge funds and large institutions have $1.68B invested in SPDR Bloomberg Convertible Securities ETF in 2014 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 81 increasing their positions, 34 reducing their positions, and 14 closing their positions.

Holders
158
Holders Change
+12
Holders Change %
+8.22%
% of All Funds
4.54%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.35%
New
26
Increased
81
Reduced
34
Closed
14
Calls
$1.2M
Puts
$788K
Net Calls
+$409K
Net Calls Change
+$75K

Top Buyers

1
IG
1
ING Group
Netherlands
$157M
2
PNAA
2
Pictet North America Advisors
Switzerland
$58.5M
3
Morgan Stanley
3
Morgan Stanley
New York
$181M
4
IA
4
IndexIQ Advisors
New York
$50.5M
5
LMIM
5
Lockheed Martin Investment Management
Maryland
$18.6M

Top Sellers

1
PWAG
1
Polaris Wealth Advisory Group
California
$0
2
HIM
2
Hanlon Investment Management
New Jersey
$2.21M
3
FF
3
Friedenthal Financial
New Jersey
$0
4
AGA
4
Accuvest Global Advisors
Utah
$0
5
IF
5
IRON Financial
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FAAM
51
First Allied Asset Management
California
$3.94M 78,129 +78,129 New
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$3.51M 69,549 +28,797 +71%
Barclays
53
Barclays
United Kingdom
$3.35M 66,878 +20,218 +43%
FFSOTS
54
Fiduciary Financial Services of The Southwest
Texas
$3.22M 63,818 -10 -0%
Citigroup
55
Citigroup
New York
$3.14M 62,138 +942 +2%
OC
56
Oppenheimer & Co
New York
$3.1M 61,359 -19,898 -24%
AI
57
Atria Investments
North Carolina
$3M 59,494 +59,494 New
FANJ
58
Financial Architects (New Jersey)
New Jersey
$2.97M 58,787 +8,523 +17%
VAM
59
Visionary Asset Management
Texas
$2.86M 56,639 +10,599 +23%
State Street
60
State Street
Massachusetts
$2.72M 53,866 +14,274 +36%
WA
61
Winfield Associates
Ohio
$2.58M 51,122 +1,419 +3%
HI
62
Horizon Investments
North Carolina
$2.52M 49,867 +1,837 +4%
MIAN
63
Mariner Independent Advisor Network
Kansas
$2.49M 49,368 +49,368 New
PFS
64
Prospera Financial Services
Texas
$2.42M 47,965 +3,358 +8%
BTS
65
BB&T Securities
Virginia
$2.35M 4,658 +4,658 New
HIM
66
Hanlon Investment Management
New Jersey
$2.21M 43,656 -291,332 -87%
SCG
67
Strategic Capital Group
Washington
$2.19M 43,326 +17,957 +71%
B
68
Baird
Wisconsin
$2.16M 42,722 -1,301 -3%
WTC
69
WhitTier Trust Company
Nevada
$2.12M 41,985 – –
AIG
70
American International Group
New York
$2.05M 40,627 +862 +2%
CCMG
71
Clark Capital Management Group
Pennsylvania
$1.97M 38,946 -729 -2%
NC
72
NewSquare Capital
Pennsylvania
$1.88M 37,236 +15,081 +68%
Janney Montgomery Scott
73
Janney Montgomery Scott
Pennsylvania
$1.85M 36,553 -5,668 -13%
NEPWA
74
New England Private Wealth Advisors
Massachusetts
$1.8M 35,610 +12,688 +55%
DFIM
75
Detwiler Fenton Investment Management
Massachusetts
$1.78M 35,288 -2,510 -7%
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