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SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

199 hedge funds and large institutions have $1.66B invested in SPDR Bloomberg Convertible Securities ETF in 2016 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 98 increasing their positions, 51 reducing their positions, and 8 closing their positions.

Holders
199
Holders Change
+16
Holders Change %
+8.74%
% of All Funds
5.32%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.4%
New
29
Increased
98
Reduced
51
Closed
8
Calls
$445K
Puts
$1.16M
Net Calls
-$717K
Net Calls Change
-$758K

Top Buyers

1
IA
1
IndexIQ Advisors
New York
$170M
2
Morgan Stanley
2
Morgan Stanley
New York
$162M
3
Goldman Sachs
3
Goldman Sachs
New York
$29.2M
4
Ameriprise
4
Ameriprise
Minnesota
$68.3M
5
BCM
5
Bluefin Capital Management
New York
$16.2M

Top Sellers

1
NSLI
1
Nan Shan Life Insurance
Taiwan
$177M
2
HNB
2
Huntington National Bank
Ohio
$11.5M
3
QI
3
QS Investors
New York
$166M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.89M
5
VC
5
Vicus Capital
Pennsylvania
$878K
Name Market Value Shares Shares
Change 		Shares
Change %
AG
51
Appleton Group
Wisconsin
$4.09M 88,269 +33,821 +62%
WB
52
Webster Bank
Connecticut
$3.87M 83,513 +83,513 New
Baird Financial Group
53
Baird Financial Group
Wisconsin
$3.71M 80,029 +15,747 +24%
LTFS
54
Ladenburg Thalmann Financial Services
Florida
$3.6M 77,593 +36,368 +88%
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$3.54M 76,418 +76,418 New
AWM
56
Arbor Wealth Management
Florida
$3.52M 77,397 -2,340 -3%
MFS
57
MSI Financial Services
Massachusetts
$3.3M 71,162 -4,034 -5%
KF
58
Krilogy Financial
Missouri
$3.22M 69,545 +4,167 +6%
MIS
59
Morningstar Investment Services
Illinois
$3.08M 66,347 +1,440 +2%
IA
60
IFP Advisors
Florida
$2.95M 63,728 +4,262 +7%
NR
61
Newfound Research
Massachusetts
$2.88M 62,141 +24,054 +63%
WA
62
Winfield Associates
Ohio
$2.86M 61,615 -350 -0.6%
NPC
63
National Planning Corporation
California
$2.72M 60,572 +44,900 +286%
FFSOTS
64
Fiduciary Financial Services of The Southwest
Texas
$2.64M 56,906 +5,231 +10%
CCMG
65
Clark Capital Management Group
Pennsylvania
$2.6M 56,133 -35 -0.1%
RWA
66
River Wealth Advisors
Pennsylvania
$2.58M 55,566 +6,565 +13%
Wellington Management Group
67
Wellington Management Group
Massachusetts
$2.55M 55,106 +6,800 +14%
MCM
68
MV Capital Management
Maryland
$2.52M 54,372 +559 +1%
BA
69
BKS Advisors
Michigan
$2.38M 51,259 -295 -0.6%
PAG
70
Private Advisor Group
New Jersey
$2.23M 48,273 -4,026 -8%
LP
71
LGL Partners
Pennsylvania
$2.14M 46,188 +1,760 +4%
FANJ
72
Financial Architects (New Jersey)
New Jersey
$1.99M 42,968 -893 -2%
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
$1.99M 42,968 +5,828 +16%
CIM
74
Cetera Investment Management
California
$1.95M 42,136 -4,846 -10%
PWMAG
75
Pinnacle Wealth Management Advisory Group
New Jersey
$1.95M 42,115 +2,385 +6%
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