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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 %
Wellington Management Group
76
Wellington Management Group
Massachusetts
$2.73M 59,806 +4,700 +9%
TCM
77
Tuttle Capital Management
Connecticut
$2.71M 59,460 +26,261 +79%
FFSOTS
78
Fiduciary Financial Services of The Southwest
Texas
$2.69M 58,941 +2,035 +4%
CCMG
79
Clark Capital Management Group
Pennsylvania
$2.66M 58,328 +2,195 +4%
ML
80
McAdam LLC
Pennsylvania
$2.53M 55,403 +55,403 New
Northwestern Mutual Wealth Management
81
Northwestern Mutual Wealth Management
Wisconsin
$2.53M 55,365 +55,365 New
AIS
82
Accurate Investment Solutions
Pennsylvania
$2.48M 54,387 +54,387 New
Carson Wealth (CWM LLC)
83
Carson Wealth (CWM LLC)
Nebraska
$2.45M 53,704 -22,714 -30%
TFA
84
Transamerica Financial Advisors
Florida
$2.36M 51,721 -61,737 -54%
FCAG
85
First Capital Advisors Group
New Jersey
$2.33M 51,047 +51,047 New
BA
86
BKS Advisors
Michigan
$2.28M 49,985 -1,274 -2%
PFA
87
Pinnacle Family Advisors
Missouri
$2.25M 49,323 +49,323 New
Mackenzie Financial
88
Mackenzie Financial
Ontario, Canada
$2.22M 48,600 +9,000 +23%
LP
89
LGL Partners
Pennsylvania
$2.15M 47,099 +911 +2%
JPMorgan Chase & Co
90
JPMorgan Chase & Co
New York
$2.04M 44,628 +7,407 +20%
PTC
91
Private Trust Company
Ohio
$2.03M 44,404 +3,375 +8%
ICOA
92
Investment Centers of America
North Dakota
$2.01M 43,880 +10,586 +32%
PWMAG
93
Pinnacle Wealth Management Advisory Group
New Jersey
$1.98M 43,460 +1,345 +3%
CAN
94
Cetera Advisor Networks
California
$1.97M 43,226 +27,569 +176%
PP
95
Prudential plc
United Kingdom
$1.95M 42,810 +42,810 New
NEPWA
96
New England Private Wealth Advisors
Massachusetts
$1.92M 42,113 +312 +0.7%
SFP
97
Shepherd Financial Partners
Massachusetts
$1.92M 42,076 +42,076 New
FANJ
98
Financial Architects (New Jersey)
New Jersey
$1.91M 41,937 -1,031 -2%
Invesco
99
Invesco
Georgia
$1.87M 40,943 +5,366 +15%
SCM
100
Stonehearth Capital Management
Massachusetts
$1.82M 39,776 +484 +1%
2 3
4
5 6