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SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

347 hedge funds and large institutions have $2.5B invested in SPDR Bloomberg Convertible Securities ETF in 2018 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 148 increasing their positions, 104 reducing their positions, and 22 closing their positions.

Holders
347
Holders Change
+14
Holders Change %
+4.2%
% of All Funds
7.96%
Holding in Top 10
30
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.11%
% of All Funds
0.69%
New
39
Increased
148
Reduced
104
Closed
22
Calls
$753K
Puts
$1.65M
Net Calls
-$898K
Net Calls Change
-$396K

Top Buyers

1
CCA
1
Conservest Capital Advisors
Pennsylvania
$44.4M
2
IA
2
IndexIQ Advisors
New York
$60.2M
3
BCM
3
Bluefin Capital Management
New York
$30.1M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$35.7M
5
Wells Fargo
5
Wells Fargo
California
$170M

Top Sellers

1
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$3.51M
2
Jane Street
2
Jane Street
New York
$725K
3
WCM
3
Weatherstone Capital Management
Colorado
$0
4
CWSR
4
Chessman Wealth Strategies RIA
Texas
$0
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$19.1M
Name Market Value Shares Shares
Change 		Shares
Change %
MPPLM
76
Midwest Professional Planners Ltd (MPPL)
Wisconsin
– – -51,224 Closed
RWA
77
River Wealth Advisors
Pennsylvania
$5.18M 97,724 +5,521 +6%
BTS
78
BB&T Securities
Virginia
$5.17M 97,421 -20,315 -17%
CWM
79
Cornerstone Wealth Management
Missouri
$5.16M 273,430 +268,259 +5,188%
GIM
80
Goelzer Investment Management
Indiana
$5.01M 94,421 -1,692 -2%
WA
81
Winfield Associates
Ohio
$4.96M 93,615 +2,000 +2%
NAM
82
NTV Asset Management
West Virginia
$4.83M 91,018 +400 +0.4%
SIAP
83
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$4.78M 90,170 -998 -1%
Carson Wealth (CWM LLC)
84
Carson Wealth (CWM LLC)
Nebraska
$4.65M 87,767 +21,021 +31%
EAMA
85
EFG Asset Management (Americas)
Florida
$4.65M 81,948 +35,180 +75%
CAG
86
Csenge Advisory Group
Florida
$4.46M 84,122 +1,104 +1%
NEIRG
87
New England Investment & Retirement Group
Massachusetts
$4.27M 80,608 +2,599 +3%
CPIG
88
Chicago Partners Investment Group
Illinois
$4.04M 76,158 +3,375 +5%
IWA
89
IBEX Wealth Advisors
New Jersey
$3.99M 78,808 – –
TFA
90
Transamerica Financial Advisors
Florida
$3.96M 74,694 -3,657 -5%
AIA
91
Arrow Investment Advisors
Maryland
$3.95M 74,529 -11,607 -13%
LA
92
LexAurum Advisors
Kansas
$3.81M 71,760 +19,278 +37%
KFA
93
Kabarec Financial Advisors
Illinois
$3.8M 71,600 -10,039 -12%
Janney Montgomery Scott
94
Janney Montgomery Scott
Pennsylvania
$3.79M 71,558 +3,019 +4%
ML
95
McAdam LLC
Pennsylvania
$3.79M 71,471 +6,337 +10%
NEPWA
96
New England Private Wealth Advisors
Massachusetts
$3.66M 69,099 +1,769 +3%
PP
97
Prudential plc
United Kingdom
$3.64M 68,710 +37,360 +119%
FFSOTS
98
Fiduciary Financial Services of The Southwest
Texas
$3.59M 67,789 -1,780 -3%
KCM
99
Karp Capital Management
California
$3.58M 67,517 +2,988 +5%
Mirae Asset Global Investments
100
Mirae Asset Global Investments
South Korea
$3.51M 66,147 -1,201,308 -95%
2 3
4
5 6