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SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

341 hedge funds and large institutions have $2.06B invested in SPDR Bloomberg Convertible Securities ETF in 2019 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 131 increasing their positions, 135 reducing their positions, and 46 closing their positions.

Holders
341
Holders Change
-15
Holders Change %
-4.21%
% of All Funds
7.42%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.44%
New
39
Increased
131
Reduced
135
Closed
46
Calls
$735K
Puts
$729K
Net Calls
+$6K
Net Calls Change
+$173K

Top Buyers

1
NSLI
1
Nan Shan Life Insurance
Taiwan
$70.1M
2
Barclays
2
Barclays
United Kingdom
$15.8M
3
TCM
3
Tradewinds Capital Management
Washington
$14.1M
4
IWS
4
Insight Wealth Strategies
California
$14.2M
5
Fifth Third Bancorp
5
Fifth Third Bancorp
Ohio
$21M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$41.2M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.6M
3
PWAG
3
Polaris Wealth Advisory Group
California
$0
4
MFM
4
MD Financial Management
Ontario, Canada
$34.9M
5
HNB
5
Huntington National Bank
Ohio
$15.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Bessemer Group
51
Bessemer Group
New Jersey
$7.64M 144,480 -7,100 -5%
MLM
52
Mount Lucas Management
Pennsylvania
$7.4M 139,957 +15,103 +12%
OC
53
Oppenheimer & Co
New York
$7.2M 136,246 +361 +0.3%
TW
54
Towerpoint Wealth
California
$6.9M 128,641 +5,077 +4%
GIM
55
Goelzer Investment Management
Indiana
$6.31M 119,269 +10,058 +9%
RWA
56
River Wealth Advisors
Pennsylvania
$6.04M 114,225 +7,518 +7%
Jane Street
57
Jane Street
New York
$5.79M 109,435 +109,435 New
Creative Planning
58
Creative Planning
Kansas
$5.57M 105,396 -1,694 -2%
CAN
59
Claraphi Advisory Network
United States
$5.34M 100,983 -63,342 -39%
BTS
60
BB&T Securities
Virginia
$5.34M 100,988 -7,502 -7%
NAM
61
NTV Asset Management
West Virginia
$5.29M 100,068 +12,200 +14%
AG
62
Appleton Group
Wisconsin
$5.23M 98,988 -1,248 -1%
MBT
63
Montecito Bank & Trust
California
$5.16M 97,674 +251 +0.3%
WSTAM
64
Wilbanks Smith & Thomas Asset Management
Virginia
$5.1M 96,450 -2,757 -3%
PCIA
65
Prime Capital Investment Advisors
Kansas
$5.1M 96,372 +47,712 +98%
TW
66
Transform Wealth
Colorado
$5.07M 95,806 +95,806 New
HH
67
Hilltop Holdings
Texas
$4.95M 93,727 -4,185 -4%
CWM
68
Capital Wealth Management
Rhode Island
$4.71M 89,163 -2,857 -3%
KCM
69
Karp Capital Management
California
$4.69M 88,671 +15,376 +21%
CPIG
70
Chicago Partners Investment Group
Illinois
$4.63M 86,265 +249 +0.3%
IWA
71
IBEX Wealth Advisors
New Jersey
$4.52M 85,493 +449 +0.5%
ML
72
McAdam LLC
Pennsylvania
$4.52M 85,441 +6,921 +9%
SIAP
73
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$4.32M 81,745 -5,191 -6%
FWM
74
FFT Wealth Management
Pennsylvania
$4.2M 79,525 -84 -0.1%
MPPLM
75
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$4.16M 78,622 -43,574 -36%
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