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SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

268 hedge funds and large institutions have $2.27B invested in SPDR Bloomberg Convertible Securities ETF in 2017 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 130 increasing their positions, 69 reducing their positions, and 31 closing their positions.

Holders
268
Holders Change
-2
Holders Change %
-0.74%
% of All Funds
6.69%
Holding in Top 10
24
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+14.29%
% of All Funds
0.6%
New
32
Increased
130
Reduced
69
Closed
31
Calls
$312K
Puts
$633K
Net Calls
-$321K
Net Calls Change
+$498K

Top Buyers

1
NSLI
1
Nan Shan Life Insurance
Taiwan
$197M
2
Wells Fargo
2
Wells Fargo
California
$163M
3
CCA
3
Conservest Capital Advisors
Pennsylvania
$36.7M
4
LPL Financial
4
LPL Financial
California
$41.2M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$14.9M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$10K
2
IA
2
IndexIQ Advisors
New York
$5.15M
3
HIM
3
Hanlon Investment Management
New Jersey
$2.78M
4
HI
4
Horizon Investments
North Carolina
$0
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$48.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWA
76
River Wealth Advisors
Pennsylvania
$4.4M +$551K +10,799 +14%
MCIA
77
Mountain Capital Investment Advisors
Colorado
$4.39M +$689K +13,495 +19%
MIS
78
Morningstar Investment Services
Illinois
$4.34M +$301K +5,888 +7%
KF
79
Krilogy Financial
Missouri
$4.24M +$68.2K +1,336 +2%
Janney Montgomery Scott
80
Janney Montgomery Scott
Pennsylvania
$4.2M +$230K +4,499 +6%
FPS
81
Fieldpoint Private Securities
Connecticut
$4.1M -$44.7K -875 -1%
MLM
82
Mount Lucas Management
Pennsylvania
$4.1M +$3.32M +64,971 +426%
NR
83
Newfound Research
Massachusetts
$4.09M -$678K -13,266 -14%
ACM
84
AlphaStar Capital Management
North Carolina
$4.01M +$4.01M +225,196 +402,136%
BFG
85
Barber Financial Group
Kansas
$3.93M +$3.93M +76,877 New
IWA
86
IBEX Wealth Advisors
New Jersey
$3.91M +$129K +2,495 +3%
NEIRG
87
New England Investment & Retirement Group
Massachusetts
$3.89M +$77.9K +1,526 +2%
Baird Financial Group
88
Baird Financial Group
Wisconsin
$3.87M +$1.34M +26,321 +53%
CAG
89
Csenge Advisory Group
Florida
$3.8M +$3.8M +74,402 New
IA
90
IFP Advisors
Florida
$3.68M -$229K -4,480 -6%
FFSOTS
91
Fiduciary Financial Services of The Southwest
Texas
$3.54M -$10.8K -212 -0.3%
MHS
92
M Holdings Securities
Oregon
$3.33M +$63.6K +1,245 +2%
EAMA
93
EFG Asset Management (Americas)
Florida
$3.31M +$156K +3,049 +5%
PFA
94
Pinnacle Family Advisors
Missouri
$3.21M +$3.21M +62,886 New
Wellington Management Group
95
Wellington Management Group
Massachusetts
$3.05M – – –
SG Americas Securities
96
SG Americas Securities
New York
$2.97M +$306K +6,000 +12%
PTC
97
Private Trust Company
Ohio
$2.87M +$558K +10,933 +24%
CPIG
98
Chicago Partners Investment Group
Illinois
$2.84M +$2.09M +40,845 +276%
ML
99
McAdam LLC
Pennsylvania
$2.82M +$59.3K +1,162 +2%
HIM
100
Hanlon Investment Management
New Jersey
$2.78M -$28.8M -564,768 -91%
2 3
4
5 6