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SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

333 hedge funds and large institutions have $2.23B invested in SPDR Bloomberg Convertible Securities ETF in 2018 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 150 increasing their positions, 99 reducing their positions, and 35 closing their positions.

Holders
333
Holders Change
+8
Holders Change %
+2.46%
% of All Funds
7.64%
Holding in Top 10
27
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.9%
% of All Funds
0.62%
New
47
Increased
150
Reduced
99
Closed
35
Calls
$542K
Puts
$1.04M
Net Calls
-$502K
Net Calls Change
+$343K

Top Buyers

1
Deutsche Bank
1
Deutsche Bank
Germany
$66.1M
2
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$65.5M
3
QI
3
QS Investors
New York
$64.2M
4
Bank of America
4
Bank of America
North Carolina
$196M
5
IA
5
IndexIQ Advisors
New York
$21.2M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$7.17M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$10.3M
4
RJA
4
Raymond James & Associates
Florida
$28M
5
Goldman Sachs
5
Goldman Sachs
New York
$14M
Name Market Value Shares Shares
Change 		Shares
Change %
AIA
76
Arrow Investment Advisors
Maryland
$4.45M 86,136 -1,980 -2%
FPS
77
Fieldpoint Private Securities
Connecticut
$4.3M 83,263 +35,220 +73%
CAG
78
Csenge Advisory Group
Florida
$4.29M 83,018 +1,301 +2%
KFA
79
Kabarec Financial Advisors
Illinois
$4.22M 81,639 +1,241 +2%
TFA
80
Transamerica Financial Advisors
Florida
$4.05M 78,351 +3,014 +4%
NEIRG
81
New England Investment & Retirement Group
Massachusetts
$4.03M 78,009 +480 +0.6%
IWA
82
IBEX Wealth Advisors
New Jersey
$3.99M 78,808 +78,808 New
CPIG
83
Chicago Partners Investment Group
Illinois
$3.76M 72,783 +1,554 +2%
IA
84
IFP Advisors
Florida
$3.62M 71,477 – –
FFSOTS
85
Fiduciary Financial Services of The Southwest
Texas
$3.59M 69,569 -368 -0.5%
Janney Montgomery Scott
86
Janney Montgomery Scott
Pennsylvania
$3.54M 68,539 -38,916 -36%
NEPWA
87
New England Private Wealth Advisors
Massachusetts
$3.48M 67,330 +12,903 +24%
Wellington Management Group
88
Wellington Management Group
Massachusetts
$3.46M 66,906 – –
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
$3.45M 66,746 +2,276 +4%
ML
90
McAdam LLC
Pennsylvania
$3.37M 65,134 +9,847 +18%
KCM
91
Karp Capital Management
California
$3.33M 64,529 +64,529 New
LP
92
LGL Partners
Pennsylvania
$3.33M 64,526 -560 -0.9%
Citigroup
93
Citigroup
New York
$3.14M 60,834 +10,727 +21%
Susquehanna International Group
94
Susquehanna International Group
Pennsylvania
$3.01M 58,212 +58,212 New
MCIA
95
Mountain Capital Investment Advisors
Colorado
$2.96M 57,233 -28,443 -33%
UIA
96
UBP Investment Advisors
Switzerland
$2.91M 56,228 +11,048 +24%
LA
97
LexAurum Advisors
Kansas
$2.71M 52,482 +6,276 +14%
AP
98
Advisors Preferred
Maryland
$2.7M 52,214 +11,695 +29%
MPPLM
99
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.65M 51,224 -92,012 -64%
Baird Financial Group
100
Baird Financial Group
Wisconsin
$2.57M 49,784 -9,449 -16%
2 3
4
5 6