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SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

337 hedge funds and large institutions have $2.14B invested in SPDR Bloomberg Convertible Securities ETF in 2019 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 136 increasing their positions, 113 reducing their positions, and 36 closing their positions.

Holders
337
Holders Change
-4
Holders Change %
-1.17%
% of All Funds
7.4%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.4%
New
35
Increased
136
Reduced
113
Closed
36
Calls
$4.84M
Puts
$5.29M
Net Calls
-$446K
Net Calls Change
-$452K

Top Buyers

1
NSLI
1
Nan Shan Life Insurance
Taiwan
$154M
2
HCM
2
Howard Capital Management
Georgia
$66M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$64.6M
4
TCM
4
Tradewinds Capital Management
Washington
$28.5M
5
FBB
5
Fulton Breakefield Broenniman
Maryland
$14.2M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$10.3M
2
HIM
2
Hanlon Investment Management
New Jersey
$0
3
HNB
3
Huntington National Bank
Ohio
$15M
4
Verition Fund Management
4
Verition Fund Management
Connecticut
$0
5
PWPCM
5
Perella Weinberg Partners Capital Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WA
76
Winfield Associates
Ohio
$3.97M 75,665 -900 -1%
CWM
77
Connecticut Wealth Management
Connecticut
$3.91M 74,584 -903 -1%
IA
78
IndexIQ Advisors
New York
$3.82M 72,812 +14,722 +25%
SPIA
79
Steward Partners Investment Advisory
New York
$3.68M 70,248 +7,518 +12%
NP
80
NorthRock Partners
Minnesota
$3.68M 70,184 +70,184 New
ACM
81
AlphaStar Capital Management
North Carolina
$3.6M 68,545 +11,002 +19%
FFSOTS
82
Fiduciary Financial Services of The Southwest
Texas
$3.54M 67,503 -665 -1%
UIA
83
UBP Investment Advisors
Switzerland
$3.43M 65,399 +9,924 +18%
Janney Montgomery Scott
84
Janney Montgomery Scott
Pennsylvania
$3.39M 64,636 +3,331 +5%
PAG
85
Private Advisor Group
New Jersey
$3.25M 61,917 -1,806 -3%
HighTower Advisors
86
HighTower Advisors
Illinois
$3.19M 60,632 +27,200 +81%
AFP
87
Ausdal Financial Partners
Iowa
$3.18M 60,708 +3,341 +6%
CAG
88
Csenge Advisory Group
Florida
$3.11M 59,352 +551 +0.9%
NA
89
NewEdge Advisors
Louisiana
$3.1M 59,015 +2,514 +4%
F
90
F3Logic
Minnesota
$3.09M 59,089 -1,793 -3%
NEPWA
91
New England Private Wealth Advisors
Massachusetts
$3.08M 58,783 +216 +0.4%
AGA
92
Arkos Global Advisors
Texas
$3.07M 58,433 +2,758 +5%
CAL
93
Capital Analysts LLC
Pennsylvania
$3.04M 58,011 +1,267 +2%
EAMA
94
EFG Asset Management (Americas)
Florida
$3.03M 57,730 -3,517 -6%
ONST
95
Old North State Trust
North Carolina
$2.84M 54,085 -7,803 -13%
TA
96
TFG Advisers
Michigan
$2.82M 53,843 +47 +0.1%
FA
97
Faithward Advisors
Pennsylvania
$2.67M 50,952 +50,952 New
MPPLM
98
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.64M 50,248 -28,374 -36%
PCIA
99
Prime Capital Investment Advisors
Kansas
$2.55M 48,628 -47,744 -50%
GVAG
100
Great Valley Advisor Group
Delaware
$2.54M 48,325 +7,866 +19%
2 3
4
5 6