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SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

325 hedge funds and large institutions have $2.14B invested in SPDR Bloomberg Convertible Securities ETF in 2017 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 121 increasing their positions, 86 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
+57
Holders Change %
+21.27%
% of All Funds
7.38%
Holding in Top 10
29
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+20.83%
% of All Funds
0.66%
New
81
Increased
121
Reduced
86
Closed
21
Calls
–
Puts
$845K
Net Calls
-$845K
Net Calls Change
-$524K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$31.8M
2
Jane Street
2
Jane Street
New York
$19.1M
3
WCM
3
Weatherstone Capital Management
Colorado
$15.4M
4
UCFA
4
United Capital Financial Advisors
Texas
$10.7M
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$19.7M

Top Sellers

1
NSLI
1
Nan Shan Life Insurance
Taiwan
$9.18M
2
QI
2
QS Investors
New York
$37.7M
3
CCA
3
Conservest Capital Advisors
Pennsylvania
$0
4
Wells Fargo
4
Wells Fargo
California
$140M
5
HNB
5
Huntington National Bank
Ohio
$15.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
51
Windsor Capital Management
Arizona
$9.48M +$663K +13,100 +8%
EC
52
Estate Counselors
Wisconsin
$9.36M -$708K -14,000 -7%
Bessemer Group
53
Bessemer Group
New Jersey
$9.34M +$134K +2,654 +1%
NC
54
NewSquare Capital
Pennsylvania
$9.2M -$116K -2,294 -1%
NSLI
55
Nan Shan Life Insurance
Taiwan
$9.18M -$186M -3,670,394 -95%
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$8.8M +$864K +17,071 +11%
AG
57
Advisor Group
Arizona
$8.56M -$5.21M -102,882 -38%
FAM
58
Flaharty Asset Management
Florida
$8.01M +$325K +6,235 +4%
BAAM
59
Baker Avenue Asset Management
California
$7.89M +$144K +2,843 +2%
Axa
60
Axa
France
$7.76M +$957K +18,920 +14%
MPPLM
61
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$7.25M +$7.25M +143,236 New
OC
62
Oppenheimer & Co
New York
$6.93M +$505K +9,981 +8%
MML Investors Services
63
MML Investors Services
Massachusetts
$6.77M -$220K -4,348 -3%
CWM
64
Capital Wealth Management
Rhode Island
$6.14M +$6.14M +121,259 New
FWM
65
FFT Wealth Management
Pennsylvania
$6.1M -$2.29M -45,294 -27%
Creative Planning
66
Creative Planning
Kansas
$6.01M +$428K +8,459 +8%
MCM
67
MV Capital Management
Maryland
$5.89M +$114K +2,244 +2%
AG
68
Appleton Group
Wisconsin
$5.73M +$234K +4,621 +4%
Janney Montgomery Scott
69
Janney Montgomery Scott
Pennsylvania
$5.44M +$1.28M +25,229 +31%
RIM
70
Redwood Investment Management
Arizona
$5.27M +$5.27M +104,150 New
GIM
71
Goelzer Investment Management
Indiana
$4.97M -$11.3M -222,920 -69%
TW
72
Towerpoint Wealth
California
$4.89M +$4.89M +96,621 New
GFPC
73
Global Financial Private Capital
Florida
$4.87M +$465K +9,194 +11%
WSTAM
74
Wilbanks Smith & Thomas Asset Management
Virginia
$4.75M +$124K +2,448 +3%
SIAP
75
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$4.7M -$9.62K -190 -0.2%
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