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SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

270 hedge funds and large institutions have $2.2B invested in SPDR Bloomberg Convertible Securities ETF in 2017 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 119 increasing their positions, 74 reducing their positions, and 14 closing their positions.

Holders
270
Holders Change
+26
Holders Change %
+10.66%
% of All Funds
6.74%
Holding in Top 10
21
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.55%
% of All Funds
0.52%
New
40
Increased
119
Reduced
74
Closed
14
Calls
$268K
Puts
$1.09M
Net Calls
-$819K
Net Calls Change
+$330K

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$107M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$60.6M
3
Wells Fargo
3
Wells Fargo
California
$116M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$13.4M
5
TCM
5
Tradewinds Capital Management
Washington
$10.1M

Top Sellers

1
NSLI
1
Nan Shan Life Insurance
Taiwan
$115M
2
BAM
2
BTS Asset Management
Massachusetts
$2.44M
3
IA
3
IndexIQ Advisors
New York
$102M
4
SG Americas Securities
4
SG Americas Securities
New York
$2.59M
5
Morgan Stanley
5
Morgan Stanley
New York
$150M
Name Market Value Shares Shares
Change 		Shares
Change %
LTFS
51
Ladenburg Thalmann Financial Services
Florida
$6.55M 132,365 +57,006 +76%
SB
52
Suntrust Banks
Georgia
$6.52M 131,354 +26,755 +26%
OAM
53
Oppenheimer Asset Management
New York
$6.51M 131,098 +41,606 +46%
TFA
54
Transamerica Financial Advisors
Florida
$6.48M 130,642 -5,630 -4%
Mackenzie Financial
55
Mackenzie Financial
Ontario, Canada
$6.29M 126,691 +78,091 +161%
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$6.1M 122,848 +31,850 +35%
OC
57
Oppenheimer & Co
New York
$6.03M 121,444 +6,844 +6%
MCM
58
MV Capital Management
Maryland
$5.39M 108,689 +4,906 +5%
AG
59
Appleton Group
Wisconsin
$5.31M 106,976 -713 -0.7%
AIA
60
Arrow Investment Advisors
Maryland
$5.07M 102,103 -10,438 -9%
AIA
61
Allegis Investment Advisors
Idaho
$4.96M 100,014 +26,167 +35%
PAG
62
Private Advisor Group
New Jersey
$4.96M 99,486 +25,649 +35%
SIAP
63
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$4.66M 93,992 +2,054 +2%
NR
64
Newfound Research
Massachusetts
$4.64M 93,408 +1,633 +2%
Creative Planning
65
Creative Planning
Kansas
$4.59M 92,515 -2,803 -3%
WSTAM
66
Wilbanks Smith & Thomas Asset Management
Virginia
$4.53M 91,330 -1,040 -1%
NAM
67
NTV Asset Management
West Virginia
$4.51M 90,848 +700 +0.8%
WA
68
Winfield Associates
Ohio
$4.22M 85,090 +1,701 +2%
CRC
69
Curi RMB Capital
Illinois
$4.16M 83,859 +44,558 +113%
KF
70
Krilogy Financial
Missouri
$4.06M 81,754 +12,741 +18%
FPS
71
Fieldpoint Private Securities
Connecticut
$4.03M 81,200 +35,645 +78%
MIS
72
Morningstar Investment Services
Illinois
$3.93M 79,112 +9,351 +13%
Janney Montgomery Scott
73
Janney Montgomery Scott
Pennsylvania
$3.86M 77,727 +3,564 +5%
IA
74
IFP Advisors
Florida
$3.79M 76,459 +805 +1%
RWA
75
River Wealth Advisors
Pennsylvania
$3.74M 75,283 +6,844 +10%
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