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SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

325 hedge funds and large institutions have $2.14B invested in SPDR Bloomberg Convertible Securities ETF in 2017 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 121 increasing their positions, 86 reducing their positions, and 21 closing their positions.

Holders
325
Holders Change
+57
Holders Change %
+21.27%
% of All Funds
7.38%
Holding in Top 10
29
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+20.83%
% of All Funds
0.66%
New
81
Increased
121
Reduced
86
Closed
21
Calls
–
Puts
$845K
Net Calls
-$845K
Net Calls Change
-$524K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$31.8M
2
Jane Street
2
Jane Street
New York
$19.1M
3
WCM
3
Weatherstone Capital Management
Colorado
$15.4M
4
UCFA
4
United Capital Financial Advisors
Texas
$10.7M
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$19.7M

Top Sellers

1
NSLI
1
Nan Shan Life Insurance
Taiwan
$9.18M
2
QI
2
QS Investors
New York
$37.7M
3
CCA
3
Conservest Capital Advisors
Pennsylvania
$0
4
Wells Fargo
4
Wells Fargo
California
$140M
5
HNB
5
Huntington National Bank
Ohio
$15.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIS
76
Morningstar Investment Services
Illinois
$4.66M +$357K +7,059 +8%
NAM
77
NTV Asset Management
West Virginia
$4.65M +$1.01K +20 +0%
KF
78
Krilogy Financial
Missouri
$4.64M +$431K +8,511 +10%
RWA
79
River Wealth Advisors
Pennsylvania
$4.63M +$277K +5,484 +6%
WA
80
Winfield Associates
Ohio
$4.51M +$90.9K +1,796 +2%
EAMA
81
EFG Asset Management (Americas)
Florida
$4.49M +$953K +17,480 +27%
AIA
82
Arrow Investment Advisors
Maryland
$4.46M -$236K -4,654 -5%
MCIA
83
Mountain Capital Investment Advisors
Colorado
$4.34M -$14.6K -288 -0.3%
CAG
84
Csenge Advisory Group
Florida
$4.14M +$370K +7,315 +10%
KFA
85
Kabarec Financial Advisors
Illinois
$4.07M +$4.07M +80,398 New
NR
86
Newfound Research
Massachusetts
$4.06M +$202 +4 +0%
MLM
87
Mount Lucas Management
Pennsylvania
$4.05M -$5.82K -115 -0.1%
Allianz Asset Management
88
Allianz Asset Management
Germany
$4.05M +$4.05M +80,000 New
CRC
89
Curi RMB Capital
Illinois
$3.98M -$4.8M -94,874 -55%
NEIRG
90
New England Investment & Retirement Group
Massachusetts
$3.92M +$73.6K +1,455 +2%
TFA
91
Transamerica Financial Advisors
Florida
$3.81M -$2.47M -48,785 -39%
IA
92
IFP Advisors
Florida
$3.62M -$25.4K -502 -0.7%
CPIG
93
Chicago Partners Investment Group
Illinois
$3.6M +$790K +15,606 +28%
FFSOTS
94
Fiduciary Financial Services of The Southwest
Texas
$3.54M +$31.9K +630 +0.9%
Wellington Management Group
95
Wellington Management Group
Massachusetts
$3.39M +$359K +7,100 +12%
SAM
96
Stringer Asset Management
Tennessee
$3.31M +$3.31M +65,359 New
LP
97
LGL Partners
Pennsylvania
$3.29M +$1.01M +19,914 +44%
Carson Wealth (CWM LLC)
98
Carson Wealth (CWM LLC)
Nebraska
$3.26M -$2.68M -52,988 -45%
BTS
99
BB&T Securities
Virginia
$3.09M -$7.88M -155,690 -72%
PTC
100
Private Trust Company
Ohio
$3.05M +$198K +3,915 +7%
2 3
4
5 6