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SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

341 hedge funds and large institutions have $2.06B invested in SPDR Bloomberg Convertible Securities ETF in 2019 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 131 increasing their positions, 135 reducing their positions, and 46 closing their positions.

Holders
341
Holders Change
-15
Holders Change %
-4.21%
% of All Funds
7.42%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.44%
New
39
Increased
131
Reduced
135
Closed
46
Calls
$735K
Puts
$729K
Net Calls
+$6K
Net Calls Change
+$173K

Top Buyers

1
NSLI
1
Nan Shan Life Insurance
Taiwan
$70.1M
2
Barclays
2
Barclays
United Kingdom
$15.8M
3
TCM
3
Tradewinds Capital Management
Washington
$14.1M
4
IWS
4
Insight Wealth Strategies
California
$14.2M
5
Fifth Third Bancorp
5
Fifth Third Bancorp
Ohio
$21M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$41.2M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.6M
3
PWAG
3
Polaris Wealth Advisory Group
California
$0
4
MFM
4
MD Financial Management
Ontario, Canada
$34.9M
5
HNB
5
Huntington National Bank
Ohio
$15.4M
Name Market Value Shares Shares
Change 		Shares
Change %
UIA
101
UBP Investment Advisors
Switzerland
$2.93M 55,475 +798 +1%
TA
102
TFG Advisers
Michigan
$2.84M 53,796 +758 +1%
FFN
103
Focus Financial Network
Minnesota
$2.6M 49,102 +2,793 +6%
Citadel Advisors
104
Citadel Advisors
Florida
$2.52M 47,658 +47,658 New
FANJ
105
Financial Architects (New Jersey)
New Jersey
$2.46M 46,511 +7,027 +18%
MCM
106
MV Capital Management
Maryland
$2.32M 43,920 -3,294 -7%
COI
107
Capital One Investing
Virginia
$2.26M 42,657 +1,088 +3%
WTC
108
WhitTier Trust Company
Nevada
$2.25M 42,474 -850 -2%
PTC
109
Private Trust Company
Ohio
$2.17M 41,095 -613 -1%
SIAS
110
Shine Investment Advisory Services
Colorado
$2.16M 40,785 -1,287 -3%
Mirae Asset Global Investments
111
Mirae Asset Global Investments
South Korea
$2.15M 40,580 +14,237 +54%
GVAG
112
Great Valley Advisor Group
Delaware
$2.14M 40,459 +8,384 +26%
RIM
113
Redwood Investment Management
Arizona
$2.09M 39,610 -107,381 -73%
SCM
114
Stonehearth Capital Management
Massachusetts
$2.07M 39,170 +513 +1%
WB
115
Webster Bank
Connecticut
$2.03M 38,369 -356 -0.9%
SFP
116
Shepherd Financial Partners
Massachusetts
$2.02M 38,138 -40 -0.1%
HIM
117
Hotaling Investment Management
Pennsylvania
$2M 37,894 -2,564 -6%
AWA
118
Arete Wealth Advisors
Illinois
$1.99M 37,678 +7,162 +23%
EFSCE
119
Enterprise Financial Services Corp (EFSC)
Missouri
$1.93M 36,533 -407 -1%
Invesco
120
Invesco
Georgia
$1.9M 35,979 -577 -2%
WB
121
WesBanco Bank
West Virginia
$1.83M 34,622 +430 +1%
HighTower Advisors
122
HighTower Advisors
Illinois
$1.77M 33,432 +3,798 +13%
PG
123
Patten Group
Tennessee
$1.76M 33,335 -182 -0.5%
IAA
124
Ironsides Asset Advisors
North Carolina
$1.75M 33,100 – –
US Bancorp
125
US Bancorp
Minnesota
$1.73M 32,810 +8,049 +33%
3 4
5
6 7