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SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

233 hedge funds and large institutions have $1.86B invested in SPDR Bloomberg Convertible Securities ETF in 2016 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 97 increasing their positions, 62 reducing their positions, and 19 closing their positions.

Holders
233
Holders Change
+34
Holders Change %
+17.09%
% of All Funds
5.83%
Holding in Top 10
24
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+60%
% of All Funds
0.6%
New
55
Increased
97
Reduced
62
Closed
19
Calls
–
Puts
$1.9M
Net Calls
-$1.9M
Net Calls Change
-$1.18M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$106M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$106M
3
PWAG
3
Polaris Wealth Advisory Group
California
$26.7M
4
Bank of America
4
Bank of America
North Carolina
$132M
5
Fifth Third Bancorp
5
Fifth Third Bancorp
Ohio
$20.2M

Top Sellers

1
IA
1
IndexIQ Advisors
New York
$126M
2
BCM
2
Bluefin Capital Management
New York
$0
3
HNB
3
Huntington National Bank
Ohio
$11.2M
4
Jane Street
4
Jane Street
New York
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$17.8M
Name Market Value Shares Shares
Change 		Shares
Change %
AFP
101
Ausdal Financial Partners
Iowa
$1.81M 39,630 +26,635 +205%
PAG
102
Private Advisor Group
New Jersey
$1.8M 38,681 -9,592 -20%
WTC
103
WhitTier Trust Company
Nevada
$1.74M 38,150 +1,900 +5%
KM
104
Kalos Management
Georgia
$1.7M 37,330 -1,594 -4%
CIM
105
Cetera Investment Management
California
$1.7M 37,177 -4,959 -12%
AP
106
Advisors Preferred
Maryland
$1.69M 36,971 +3,231 +10%
BFEC
107
Benjamin F. Edwards & Company
Missouri
$1.59M 34,820 -1,036 -3%
HCM
108
Hengehold Capital Management
Ohio
$1.48M 32,468 +32,468 New
SG Americas Securities
109
SG Americas Securities
New York
$1.47M 32,107 -82,904 -72%
ANBT
110
American National Bank & Trust
Texas
$1.41M 30,918 +2,903 +10%
WA
111
WFG Advisors
Texas
$1.41M 30,908 +25,702 +494%
WB
112
WesBanco Bank
West Virginia
$1.39M 30,390 +175 +0.6%
Citigroup
113
Citigroup
New York
$1.38M 30,165 +11,822 +64%
HighTower Advisors
114
HighTower Advisors
Illinois
$1.38M 30,090 -539 -2%
MWM
115
Merriman Wealth Management
Washington
$1.38M 30,120 +30,120 New
FWM
116
Focused Wealth Management
New York
$1.35M 29,603 +396 +1%
MSL
117
Mackay Shields LLC
New York
$1.31M 28,593 +28,593 New
PCM
118
Palisade Capital Management
New Jersey
$1.3M 28,500 -77 -0.3%
SPC
119
Sigma Planning Corp
Michigan
$1.3M 28,370 +21,970 +343%
M&T Bank
120
M&T Bank
New York
$1.23M 26,976 -29 -0.1%
CCT
121
Capital City Trust
Florida
$1.22M 26,670 – –
Bank of New York Mellon
122
Bank of New York Mellon
New York
$1.18M 25,756 -4,742 -16%
QIM
123
Quest Investment Management
Oregon
$1.16M 25,468 +25,468 New
TYCC
124
Texas Yale Capital Corp
Florida
$1.16M 25,455 – –
OAM
125
Occidental Asset Management
California
$1.14M 25,069 +619 +3%
3 4
5
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