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SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

244 hedge funds and large institutions have $2.05B invested in SPDR Bloomberg Convertible Securities ETF in 2017 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 103 increasing their positions, 76 reducing their positions, and 23 closing their positions.

Holders
244
Holders Change
+11
Holders Change %
+4.72%
% of All Funds
6.08%
Holding in Top 10
22
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.33%
% of All Funds
0.55%
New
35
Increased
103
Reduced
76
Closed
23
Calls
$409K
Puts
$1.56M
Net Calls
-$1.15M
Net Calls Change
+$750K

Top Buyers

1
BAM
1
BTS Asset Management
Massachusetts
$44.4M
2
HIM
2
Hanlon Investment Management
New Jersey
$33.9M
3
HI
3
Horizon Investments
North Carolina
$21.3M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$25.9M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$38.3M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$33.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$153M
3
QI
3
QS Investors
New York
$156M
4
Wells Fargo
4
Wells Fargo
California
$98.1M
5
HNB
5
Huntington National Bank
Ohio
$11.9M
Name Market Value Shares Shares
Change 		Shares
Change %
FANJ
101
Financial Architects (New Jersey)
New Jersey
$1.97M 41,002 -935 -2%
VAM
102
Visionary Asset Management
Texas
$1.93M 40,148 +40,148 New
AFP
103
Ausdal Financial Partners
Iowa
$1.91M 39,692 +62 +0.2%
CRC
104
Curi RMB Capital
Illinois
$1.89M 39,301 +34,869 +787%
SCM
105
Stonehearth Capital Management
Massachusetts
$1.86M 38,750 -1,026 -3%
WTC
106
WhitTier Trust Company
Nevada
$1.85M 38,350 +200 +0.5%
IAA
107
Ironsides Asset Advisors
North Carolina
$1.83M 38,100 +21,600 +131%
FPA
108
Fieldpoint Private Advisors
New York
$1.72M 35,720 +35,720 New
KM
109
Kalos Management
Georgia
$1.7M 35,236 -2,094 -6%
Citigroup
110
Citigroup
New York
$1.67M 34,813 +4,648 +15%
ANBT
111
American National Bank & Trust
Texas
$1.64M 34,094 +3,176 +10%
HCM
112
Hengehold Capital Management
Ohio
$1.57M 32,536 +68 +0.2%
WB
113
WesBanco Bank
West Virginia
$1.51M 31,390 +1,000 +3%
PFS
114
Prospera Financial Services
Texas
$1.45M 30,138 -137,988 -82%
HighTower Advisors
115
HighTower Advisors
Illinois
$1.44M 29,869 -221 -0.7%
FWM
116
Focused Wealth Management
New York
$1.43M 29,642 +39 +0.1%
BSAM
117
Blue Sky Asset Management
Colorado
$1.41M 29,376 +29,376 New
KWM
118
Kingsview Wealth Management
Oregon
$1.39M 28,828 +28,828 New
CPIG
119
Chicago Partners Investment Group
Illinois
$1.33M 27,634 +7,809 +39%
CIM
120
Cetera Investment Management
California
$1.23M 25,664 -11,513 -31%
Bank of New York Mellon
121
Bank of New York Mellon
New York
$1.23M 25,605 -151 -0.6%
CCT
122
Capital City Trust
Florida
$1.21M 25,235 -1,435 -5%
CA
123
Cetera Advisors
Colorado
$1.2M 24,946 -43,046 -63%
TCM
124
Tuttle Capital Management
Connecticut
$1.16M 24,194 -35,266 -59%
VEA
125
Virtus ETF Advisers
New York
$1.16M 24,056 +3,397 +16%
3 4
5
6 7