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SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

347 hedge funds and large institutions have $2.5B invested in SPDR Bloomberg Convertible Securities ETF in 2018 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 148 increasing their positions, 104 reducing their positions, and 22 closing their positions.

Holders
347
Holders Change
+14
Holders Change %
+4.2%
% of All Funds
7.96%
Holding in Top 10
30
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.11%
% of All Funds
0.69%
New
39
Increased
148
Reduced
104
Closed
22
Calls
$753K
Puts
$1.65M
Net Calls
-$898K
Net Calls Change
-$396K

Top Buyers

1
CCA
1
Conservest Capital Advisors
Pennsylvania
$44.4M
2
IA
2
IndexIQ Advisors
New York
$60.2M
3
BCM
3
Bluefin Capital Management
New York
$30.1M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$35.7M
5
Wells Fargo
5
Wells Fargo
California
$170M

Top Sellers

1
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$3.51M
2
Jane Street
2
Jane Street
New York
$725K
3
WCM
3
Weatherstone Capital Management
Colorado
$0
4
CWSR
4
Chessman Wealth Strategies RIA
Texas
$0
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$19.1M
Name Market Value Shares Shares
Change 		Shares
Change %
AG
51
Advisor Group
Arizona
$10.4M 196,492 +17,087 +10%
TCM
52
Tradewinds Capital Management
Washington
$10.1M 190,667 -42,468 -18%
MML Investors Services
53
MML Investors Services
Massachusetts
$10.1M 190,489 +13,261 +7%
CRC
54
Curi RMB Capital
Illinois
$9.98M 188,292 +161,517 +603%
FAM
55
Flaharty Asset Management
Florida
$9.9M 186,806 +20,140 +12%
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$9.24M 174,221 +116,009 +199%
CA
57
Commerzbank Aktiengesellschaft
Germany
$8.87M 167,200 +167,200 New
Axa
58
Axa
France
$8.71M 164,180 +5,780 +4%
BAAM
59
Baker Avenue Asset Management
California
$8.59M 161,940 +1,253 +0.8%
RWP
60
RWA Wealth Partners
Massachusetts
$8.12M 153,098 +148,126 +2,979%
Goldman Sachs
61
Goldman Sachs
New York
$8.1M 152,773 -117,875 -44%
OC
62
Oppenheimer & Co
New York
$7.66M 144,379 -6,782 -4%
ACM
63
AlphaStar Capital Management
North Carolina
$7.63M 143,988 -13,065 -8%
Mackenzie Financial
64
Mackenzie Financial
Ontario, Canada
$7.42M 140,017 +36,927 +36%
MLM
65
Mount Lucas Management
Pennsylvania
$7.42M 139,896 -10,035 -7%
MCM
66
MV Capital Management
Maryland
$6.6M 124,502 +4,829 +4%
GFPC
67
Global Financial Private Capital
Florida
$6.52M 122,740 +7,620 +7%
FPS
68
Fieldpoint Private Securities
Connecticut
$6.25M 117,863 +34,600 +42%
FWM
69
FFT Wealth Management
Pennsylvania
$6.14M 115,706 +2,866 +3%
AG
70
Appleton Group
Wisconsin
$6.11M 115,185 -999 -0.9%
Creative Planning
71
Creative Planning
Kansas
$6.08M 114,593 -1,295 -1%
IA
72
IFP Advisors
Florida
$6.01M 113,275 +41,798 +58%
Citigroup
73
Citigroup
New York
$5.97M 112,533 +51,699 +85%
CWM
74
Capital Wealth Management
Rhode Island
$5.94M 112,089 -7,073 -6%
TW
75
Towerpoint Wealth
California
$5.94M 112,038 +5,185 +5%
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