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SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

183 hedge funds and large institutions have $1.2B invested in SPDR Bloomberg Convertible Securities ETF in 2016 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 75 increasing their positions, 63 reducing their positions, and 20 closing their positions.

Holders
183
Holders Change
–
Holders Change %
0%
% of All Funds
4.89%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.29%
New
22
Increased
75
Reduced
63
Closed
20
Calls
$780K
Puts
$739K
Net Calls
+$41K
Net Calls Change
-$37K

Top Buyers

1
GIM
1
Goelzer Investment Management
Indiana
$12.8M
2
Ameriprise
2
Ameriprise
Minnesota
$44.6M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$70.8M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$8.15M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$13.7M

Top Sellers

1
IA
1
IndexIQ Advisors
New York
$2.25M
2
HNB
2
Huntington National Bank
Ohio
$10.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$107M
4
SWP
4
Stratos Wealth Partners
Ohio
$728K
5
LPL Financial
5
LPL Financial
California
$13.9M
Name Market Value Shares Shares
Change 		Shares
Change %
IA
51
IFP Advisors
Florida
$2.61M 59,466 +36,993 +165%
CCMG
52
Clark Capital Management Group
Pennsylvania
$2.46M 56,168 +6,339 +13%
SG Americas Securities
53
SG Americas Securities
New York
$2.42M 55,149 +32,542 +144%
SG
54
Societe Generale
$2.42M 55,149 +55,149 New
AG
55
Appleton Group
Wisconsin
$2.39M 54,448 -27 -0%
ACM
56
Aviance Capital Management
Florida
$2.38M 54,356 +14,835 +38%
MCM
57
MV Capital Management
Maryland
$2.36M 53,813 +2,193 +4%
PAG
58
Private Advisor Group
New Jersey
$2.29M 52,299 -293 -0.6%
FFSOTS
59
Fiduciary Financial Services of The Southwest
Texas
$2.27M 51,675 +6,399 +14%
BA
60
BKS Advisors
Michigan
$2.26M 51,554 +3,995 +8%
IA
61
IndexIQ Advisors
New York
$2.25M 51,298 -888,985 -95%
RWA
62
River Wealth Advisors
Pennsylvania
$2.15M 49,001 +13,060 +36%
AIA
63
Allegis Investment Advisors
Idaho
$2.14M 49,130 +9,106 +23%
Wellington Management Group
64
Wellington Management Group
Massachusetts
$2.12M 48,306 – –
TFA
65
Transamerica Financial Advisors
Florida
$2.11M 48,030 +48,000 +160,000%
Allianz Asset Management
66
Allianz Asset Management
Germany
$2.06M 47,000 -65,300 -58%
CIM
67
Cetera Investment Management
California
$2.06M 46,982 -3,861 -8%
LP
68
LGL Partners
Pennsylvania
$1.95M 44,428 -8,168 -16%
FANJ
69
Financial Architects (New Jersey)
New Jersey
$1.92M 43,861 -1,005 -2%
KM
70
Kalos Management
Georgia
$1.86M 42,319 -4,432 -9%
LTFS
71
Ladenburg Thalmann Financial Services
Florida
$1.81M 41,225 +425 +1%
PWMAG
72
Pinnacle Wealth Management Advisory Group
New Jersey
$1.74M 39,730 +3,595 +10%
BCM
73
Brookstone Capital Management
Illinois
$1.74M 39,565 +39,565 New
GP
74
Geneva Partners
Wisconsin
$1.7M 34,293 +34,293 New
NEPWA
75
New England Private Wealth Advisors
Massachusetts
$1.68M 38,219 +195 +0.5%
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