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SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

325 hedge funds and large institutions have $2.14B invested in SPDR Bloomberg Convertible Securities ETF in 2017 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 121 increasing their positions, 86 reducing their positions, and 21 closing their positions.

Holders
325
Holders Change
+57
Holders Change %
+21.27%
% of All Funds
7.38%
Holding in Top 10
29
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+20.83%
% of All Funds
0.66%
New
81
Increased
121
Reduced
86
Closed
21
Calls
–
Puts
$845K
Net Calls
-$845K
Net Calls Change
-$524K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$31.8M
2
Jane Street
2
Jane Street
New York
$19.1M
3
WCM
3
Weatherstone Capital Management
Colorado
$15.4M
4
UCFA
4
United Capital Financial Advisors
Texas
$10.7M
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$19.7M

Top Sellers

1
NSLI
1
Nan Shan Life Insurance
Taiwan
$9.18M
2
QI
2
QS Investors
New York
$37.7M
3
CCA
3
Conservest Capital Advisors
Pennsylvania
$0
4
Wells Fargo
4
Wells Fargo
California
$140M
5
HNB
5
Huntington National Bank
Ohio
$15.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
101
Baird Financial Group
Wisconsin
$3M -$836K -16,529 -22%
PAG
102
Private Advisor Group
New Jersey
$2.87M -$3.26M -62,681 -53%
SG Americas Securities
103
SG Americas Securities
New York
$2.87M -$70.5K -1,394 -2%
ML
104
McAdam LLC
Pennsylvania
$2.82M – – –
NEPWA
105
New England Private Wealth Advisors
Massachusetts
$2.75M +$581K +11,492 +27%
OAM
106
Occidental Asset Management
California
$2.71M +$83.7K +1,655 +3%
CF
107
Centaurus Financial
California
$2.56M +$2.56M +50,489 New
Citigroup
108
Citigroup
New York
$2.54M +$4K +79 +0.2%
MIAN
109
Mariner Independent Advisor Network
Kansas
$2.52M +$2.52M +49,873 New
Invesco
110
Invesco
Georgia
$2.52M -$79.5K -1,571 -3%
BA
111
BKS Advisors
Michigan
$2.45M -$26.3K -520 -1%
FPS
112
Fieldpoint Private Securities
Connecticut
$2.43M -$1.63M -32,282 -40%
LA
113
LexAurum Advisors
Kansas
$2.41M +$2.41M +46,206 New
PWMAG
114
Pinnacle Wealth Management Advisory Group
New Jersey
$2.39M +$39.7K +784 +2%
QAM
115
Q3 Asset Management
Michigan
$2.34M +$2.34M +46,150 New
GP
116
Geneva Partners
Wisconsin
$2.29M +$213K +4,206 +10%
UIA
117
UBP Investment Advisors
Switzerland
$2.29M +$2.29M +45,180 New
WTC
118
WhitTier Trust Company
Nevada
$2.21M +$200K +3,955 +10%
PCIA
119
Prime Capital Investment Advisors
Kansas
$2.2M +$2.2M +43,477 New
SBL
120
Sargent Bickham Lagudis
Colorado
$2.16M +$498K +9,840 +30%
KWM
121
Kingsview Wealth Management
Oregon
$2.15M +$116K +2,287 +6%
SFP
122
Shepherd Financial Partners
Massachusetts
$2.1M – – –
AFP
123
Ausdal Financial Partners
Iowa
$2.07M +$57.5K +1,137 +3%
AP
124
Advisors Preferred
Maryland
$2.05M +$1.73M +34,267 +548%
ANBT
125
American National Bank & Trust
Texas
$2.04M +$110K +2,177 +6%
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5
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