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SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

341 hedge funds and large institutions have $2.06B invested in SPDR Bloomberg Convertible Securities ETF in 2019 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 131 increasing their positions, 135 reducing their positions, and 46 closing their positions.

Holders
341
Holders Change
-15
Holders Change %
-4.21%
% of All Funds
7.42%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.44%
New
39
Increased
131
Reduced
135
Closed
46
Calls
$735K
Puts
$729K
Net Calls
+$6K
Net Calls Change
+$173K

Top Buyers

1
NSLI
1
Nan Shan Life Insurance
Taiwan
$70.1M
2
Barclays
2
Barclays
United Kingdom
$15.8M
3
TCM
3
Tradewinds Capital Management
Washington
$14.1M
4
IWS
4
Insight Wealth Strategies
California
$14.2M
5
Fifth Third Bancorp
5
Fifth Third Bancorp
Ohio
$21M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$41.2M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.6M
3
PWAG
3
Polaris Wealth Advisory Group
California
$0
4
MFM
4
MD Financial Management
Ontario, Canada
$34.9M
5
HNB
5
Huntington National Bank
Ohio
$15.4M
Name Market Value Shares Shares
Change 		Shares
Change %
FAAS
76
First Allied Advisory Services
California
$4.08M 77,192 -58,674 -43%
WA
77
Winfield Associates
Ohio
$4.05M 76,565 +760 +1%
CWM
78
Connecticut Wealth Management
Connecticut
$3.99M 75,487 +75,487 New
GFPC
79
Global Financial Private Capital
Florida
$3.84M 72,682 -6,446 -8%
UCFA
80
United Capital Financial Advisors
Texas
$3.8M 71,959 -103,313 -59%
FFSOTS
81
Fiduciary Financial Services of The Southwest
Texas
$3.6M 68,168 -540 -0.8%
PAG
82
Private Advisor Group
New Jersey
$3.37M 63,723 +236 +0.4%
KM
83
Kalos Management
Georgia
$3.34M 65,965 +32,392 +96%
SPIA
84
Steward Partners Investment Advisory
New York
$3.32M 62,730 +12,192 +24%
ONST
85
Old North State Trust
North Carolina
$3.27M 61,888 -1,665 -3%
Janney Montgomery Scott
86
Janney Montgomery Scott
Pennsylvania
$3.24M 61,305 +3,872 +7%
EAMA
87
EFG Asset Management (Americas)
Florida
$3.24M 61,247 -526 -0.9%
F
88
F3Logic
Minnesota
$3.21M 60,882 -4,466 -7%
CAG
89
Csenge Advisory Group
Florida
$3.11M 58,801 -8,395 -12%
NEPWA
90
New England Private Wealth Advisors
Massachusetts
$3.1M 58,567 +212 +0.4%
AFP
91
Ausdal Financial Partners
Iowa
$3.09M 57,367 +8,570 +18%
SWAG
92
Spectrum Wealth Advisory Group
California
$3.09M 58,454 -113,598 -66%
IA
93
IndexIQ Advisors
New York
$3.07M 58,090 -132,614 -70%
Thrivent Financial for Lutherans
94
Thrivent Financial for Lutherans
Minnesota
– – – –
FPS
95
Fieldpoint Private Securities
Connecticut
$3.06M 57,818 +393 +0.7%
ACM
96
AlphaStar Capital Management
North Carolina
$3.04M 57,543 -42,714 -43%
CAL
97
Capital Analysts LLC
Pennsylvania
$3M 56,744 -3,764 -6%
NA
98
NewEdge Advisors
Louisiana
$2.99M 56,501 +2,887 +5%
Wellington Management Group
99
Wellington Management Group
Massachusetts
$2.96M 55,900 +19,900 +55%
AGA
100
Arkos Global Advisors
Texas
$2.94M 55,675 -387 -0.7%
2 3
4
5 6