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SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

233 hedge funds and large institutions have $1.86B invested in SPDR Bloomberg Convertible Securities ETF in 2016 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 97 increasing their positions, 62 reducing their positions, and 19 closing their positions.

Holders
233
Holders Change
+34
Holders Change %
+17.09%
% of All Funds
5.83%
Holding in Top 10
24
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+60%
% of All Funds
0.6%
New
55
Increased
97
Reduced
62
Closed
19
Calls
–
Puts
$1.9M
Net Calls
-$1.9M
Net Calls Change
-$1.18M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$106M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$106M
3
PWAG
3
Polaris Wealth Advisory Group
California
$26.7M
4
Bank of America
4
Bank of America
North Carolina
$132M
5
Fifth Third Bancorp
5
Fifth Third Bancorp
Ohio
$20.2M

Top Sellers

1
IA
1
IndexIQ Advisors
New York
$126M
2
BCM
2
Bluefin Capital Management
New York
$0
3
HNB
3
Huntington National Bank
Ohio
$11.2M
4
Jane Street
4
Jane Street
New York
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$17.8M
Name Market Value Shares Shares
Change 		Shares
Change %
VFA
51
Voya Financial Advisors
Connecticut
$4.83M 105,319 +100,017 +1,886%
NR
52
Newfound Research
Massachusetts
$4.82M 105,540 +43,399 +70%
OC
53
Oppenheimer & Co
New York
$4.7M 102,870 +3,415 +3%
RJFSA
54
Raymond James Financial Services Advisors
Florida
$4.51M 98,819 +1,275 +1%
Creative Planning
55
Creative Planning
Kansas
$4.37M 95,699 +580 +0.6%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$4.25M 93,046 +50,078 +117%
NAM
57
NTV Asset Management
West Virginia
$4.12M 90,198 +1,100 +1%
SIAP
58
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$4M 87,657 +87,657 New
WSTAM
59
Wilbanks Smith & Thomas Asset Management
Virginia
$3.95M 86,460 -9,393 -10%
WB
60
Webster Bank
Connecticut
$3.9M 85,446 +1,933 +2%
Wolverine Trading
61
Wolverine Trading
Illinois
$3.52M 77,162 -53,172 -41%
WA
62
Winfield Associates
Ohio
$3.51M 76,965 +15,350 +25%
LTFS
63
Ladenburg Thalmann Financial Services
Florida
$3.4M 74,368 -3,225 -4%
MFS
64
MSI Financial Services
Massachusetts
$3.39M 74,346 +3,184 +4%
SB
65
Suntrust Banks
Georgia
$3.3M 72,199 +31,696 +78%
MIS
66
Morningstar Investment Services
Illinois
$3.24M 71,029 +4,682 +7%
IWA
67
IBEX Wealth Advisors
New Jersey
$3.21M 69,077 +69,077 New
MCM
68
MV Capital Management
Maryland
$3.15M 69,091 +14,719 +27%
KF
69
Krilogy Financial
Missouri
$3.15M 69,013 -532 -0.8%
CA
70
Cetera Advisors
Colorado
$3.1M 67,992 +62,885 +1,231%
IA
71
IFP Advisors
Florida
$3.09M 67,685 +3,957 +6%
Janney Montgomery Scott
72
Janney Montgomery Scott
Pennsylvania
$2.94M 64,405 +30,374 +89%
Baird Financial Group
73
Baird Financial Group
Wisconsin
$2.91M 63,814 -16,215 -20%
BCM
74
Brookstone Capital Management
Illinois
$2.89M 63,210 +21,103 +50%
RWA
75
River Wealth Advisors
Pennsylvania
$2.83M 62,038 +6,472 +12%
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