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SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

356 hedge funds and large institutions have $2.23B invested in SPDR Bloomberg Convertible Securities ETF in 2019 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 126 increasing their positions, 129 reducing their positions, and 31 closing their positions.

Holders
356
Holders Change
+24
Holders Change %
+7.23%
% of All Funds
7.72%
Holding in Top 10
23
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.5%
New
56
Increased
126
Reduced
129
Closed
31
Calls
$658K
Puts
$825K
Net Calls
-$167K
Net Calls Change
+$412K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$46.8M
2
Ameriprise
2
Ameriprise
Minnesota
$66.6M
3
Verition Fund Management
3
Verition Fund Management
Connecticut
$15.5M
4
PWPCM
4
Perella Weinberg Partners Capital Management
New York
$10.7M
5
UCFA
5
United Capital Financial Advisors
Texas
$9.16M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$7K
2
NSLI
2
Nan Shan Life Insurance
Taiwan
$47.8M
3
IA
3
IndexIQ Advisors
New York
$9.96M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$4.78M
5
Wells Fargo
5
Wells Fargo
California
$119M
Name Market Value Shares Shares
Change 		Shares
Change %
SIAP
76
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$4.54M 86,936 -2,095 -2%
IWA
77
IBEX Wealth Advisors
New Jersey
$4.44M 85,044 +1,881 +2%
ACM
78
AlphaStar Capital Management
North Carolina
$4.22M 100,257 +6,346 +7%
CRC
79
Curi RMB Capital
Illinois
$4.2M 80,352 +66,716 +489%
FWM
80
FFT Wealth Management
Pennsylvania
$4.16M 79,609 -19,293 -20%
GFPC
81
Global Financial Private Capital
Florida
$4.14M 79,128 -3,526 -4%
ML
82
McAdam LLC
Pennsylvania
$4.1M 78,520 +4,233 +6%
WA
83
Winfield Associates
Ohio
$3.96M 75,805 -21,235 -22%
KCM
84
Karp Capital Management
California
$3.83M 73,295 -733 -1%
TC
85
Trilogy Capital
California
$3.61M 69,129 +4,174 +6%
FFSOTS
86
Fiduciary Financial Services of The Southwest
Texas
$3.59M 68,708 +1,924 +3%
CAG
87
Csenge Advisory Group
Florida
$3.51M 67,196 -46,616 -41%
F
88
F3Logic
Minnesota
$3.41M 65,348 +3,808 +6%
ONST
89
Old North State Trust
North Carolina
$3.32M 63,553 -23,083 -27%
PAG
90
Private Advisor Group
New Jersey
$3.32M 63,487 +9,550 +18%
EAMA
91
EFG Asset Management (Americas)
Florida
$3.23M 61,773 +3,773 +7%
CAL
92
Capital Analysts LLC
Pennsylvania
$3.16M 60,508 +779 +1%
NEPWA
93
New England Private Wealth Advisors
Massachusetts
$3.05M 58,355 -13,329 -19%
Janney Montgomery Scott
94
Janney Montgomery Scott
Pennsylvania
$3M 57,433 -103 -0.2%
FPS
95
Fieldpoint Private Securities
Connecticut
$3M 57,425 -10,200 -15%
AGA
96
Arkos Global Advisors
Texas
$2.93M 56,062 +7,428 +15%
UIA
97
UBP Investment Advisors
Switzerland
$2.86M 54,677 +1,497 +3%
NA
98
NewEdge Advisors
Louisiana
$2.8M 53,614 -91 -0.2%
TA
99
TFG Advisers
Michigan
$2.77M 53,038 +693 +1%
AIA
100
Arrow Investment Advisors
Maryland
$2.73M 52,326 +52,326 New
2 3
4
5 6