CWB icon

SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

356 hedge funds and large institutions have $2.23B invested in SPDR Bloomberg Convertible Securities ETF in 2019 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 126 increasing their positions, 129 reducing their positions, and 31 closing their positions.

Holders
356
Holders Change
+24
Holders Change %
+7.23%
% of All Funds
7.72%
Holding in Top 10
23
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.5%
New
56
Increased
126
Reduced
129
Closed
31
Calls
$658K
Puts
$825K
Net Calls
-$167K
Net Calls Change
+$412K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$46.8M
2
Ameriprise
2
Ameriprise
Minnesota
$66.6M
3
Verition Fund Management
3
Verition Fund Management
Connecticut
$15.5M
4
PWPCM
4
Perella Weinberg Partners Capital Management
New York
$10.7M
5
UCFA
5
United Capital Financial Advisors
Texas
$9.16M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$7K
2
NSLI
2
Nan Shan Life Insurance
Taiwan
$47.8M
3
IA
3
IndexIQ Advisors
New York
$9.96M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$4.78M
5
Wells Fargo
5
Wells Fargo
California
$119M
Name Market Value Shares Shares
Change 		Shares
Change %
SPIA
101
Steward Partners Investment Advisory
New York
$2.64M 50,538 -69,077 -58%
WCM
102
Weatherstone Capital Management
Colorado
$2.63M 50,250 +50,250 New
LI
103
Longer Investments
Arkansas
$2.59M 49,650 +49,650 New
AFP
104
Ausdal Financial Partners
Iowa
$2.55M 48,797 +24,581 +102%
PCIA
105
Prime Capital Investment Advisors
Kansas
$2.54M 48,660 +783 +2%
MCM
106
MV Capital Management
Maryland
$2.47M 47,214 -57,291 -55%
FFN
107
Focus Financial Network
Minnesota
$2.42M 46,309 +46,309 New
WTC
108
WhitTier Trust Company
Nevada
$2.26M 43,324 -734 -2%
SIAS
109
Shine Investment Advisory Services
Colorado
$2.2M 42,072 -1,400 -3%
PTC
110
Private Trust Company
Ohio
$2.18M 41,708 -3,109 -7%
COI
111
Capital One Investing
Virginia
$2.17M 41,569 +9,793 +31%
HIM
112
Hotaling Investment Management
Pennsylvania
$2.11M 40,458 -7,265 -15%
CWM
113
Cordatus Wealth Management
Pennsylvania
$2.1M 40,133 +40,133 New
FANJ
114
Financial Architects (New Jersey)
New Jersey
$2.06M 39,484 -80 -0.2%
WB
115
Webster Bank
Connecticut
$2.02M 38,725 – –
SCM
116
Stonehearth Capital Management
Massachusetts
$2.02M 38,657 +3,217 +9%
IWS
117
Insight Wealth Strategies
California
$2M 38,209 +12,194 +47%
SFP
118
Shepherd Financial Partners
Massachusetts
$2M 38,178 -3,300 -8%
EFSCE
119
Enterprise Financial Services Corp (EFSC)
Missouri
$1.93M 36,940 +36,940 New
Invesco
120
Invesco
Georgia
$1.91M 36,556 -1,920 -5%
Wellington Management Group
121
Wellington Management Group
Massachusetts
$1.88M 36,000 – –
SFS
122
Sowell Financial Services
Arkansas
$1.88M 35,906 +10,820 +43%
BA
123
BKS Advisors
Michigan
$1.87M 35,716 -2,019 -5%
AFNAS
124
American Financial Network Advisory Services
California
$1.84M 35,535 -110,171 -76%
RWP
125
RWA Wealth Partners
Massachusetts
$1.83M 35,099 -11,508 -25%
3 4
5
6 7