CWB icon

SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

244 hedge funds and large institutions have $2.05B invested in SPDR Bloomberg Convertible Securities ETF in 2017 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 103 increasing their positions, 76 reducing their positions, and 23 closing their positions.

Holders
244
Holders Change
+11
Holders Change %
+4.72%
% of All Funds
6.08%
Holding in Top 10
22
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.33%
% of All Funds
0.55%
New
35
Increased
103
Reduced
76
Closed
23
Calls
$409K
Puts
$1.56M
Net Calls
-$1.15M
Net Calls Change
+$750K

Top Buyers

1
BAM
1
BTS Asset Management
Massachusetts
$44.4M
2
HIM
2
Hanlon Investment Management
New Jersey
$33.9M
3
HI
3
Horizon Investments
North Carolina
$21.3M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$25.9M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$38.3M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$33.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$153M
3
QI
3
QS Investors
New York
$156M
4
Wells Fargo
4
Wells Fargo
California
$98.1M
5
HNB
5
Huntington National Bank
Ohio
$11.9M
Name Market Value Shares Shares
Change 		Shares
Change %
CCMG
76
Clark Capital Management Group
Pennsylvania
$3.12M 64,760 +6,432 +11%
Carson Wealth (CWM LLC)
77
Carson Wealth (CWM LLC)
Nebraska
$3.05M 63,463 +9,759 +18%
Cambridge Investment Research Advisors
78
Cambridge Investment Research Advisors
Iowa
$3.05M 63,420 -29,626 -32%
FFSOTS
79
Fiduciary Financial Services of The Southwest
Texas
$3.02M 62,699 +3,758 +6%
GFPC
80
Global Financial Private Capital
Florida
$2.92M 60,774 +60,774 New
Wellington Management Group
81
Wellington Management Group
Massachusetts
$2.88M 59,806 – –
AIM
82
Advantage Investment Management
Iowa
$2.67M 55,539 -208,386 -79%
LP
83
LGL Partners
Pennsylvania
$2.63M 54,651 +7,552 +16%
Baird Financial Group
84
Baird Financial Group
Wisconsin
$2.61M 54,191 -9,623 -15%
ML
85
McAdam LLC
Pennsylvania
$2.5M 51,894 -3,509 -6%
FCAG
86
First Capital Advisors Group
New Jersey
$2.42M 50,343 -704 -1%
BA
87
BKS Advisors
Michigan
$2.4M 49,950 -35 -0.1%
OAM
88
Occidental Asset Management
California
$2.37M 49,344 +24,275 +97%
Mackenzie Financial
89
Mackenzie Financial
Ontario, Canada
$2.34M 48,600 – –
Invesco
90
Invesco
Georgia
$2.29M 47,606 +6,663 +16%
AI
91
Atria Investments
North Carolina
$2.23M 46,323 +37,050 +400%
FPS
92
Fieldpoint Private Securities
Connecticut
$2.19M 45,555 +45,555 New
PTC
93
Private Trust Company
Ohio
$2.18M 45,358 +954 +2%
PWMAG
94
Pinnacle Wealth Management Advisory Group
New Jersey
$2.13M 44,185 +725 +2%
EAMA
95
EFG Asset Management (Americas)
Florida
$2.12M 44,058 +28,399 +181%
ICOA
96
Investment Centers of America
North Dakota
$2.11M 43,685 -195 -0.4%
BCM
97
Brookstone Capital Management
Illinois
$2.07M 43,051 -20,159 -32%
MHS
98
M Holdings Securities
Oregon
$2.05M 42,506 +42,506 New
NEPWA
99
New England Private Wealth Advisors
Massachusetts
$2.04M 42,503 +390 +0.9%
SFP
100
Shepherd Financial Partners
Massachusetts
$1.99M 41,578 -498 -1%
2 3
4
5 6