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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 %
WB
126
Webster Bank
Connecticut
$2.02M -$55.6K -1,099 -3%
FANJ
127
Financial Architects (New Jersey)
New Jersey
$1.95M -$31.6K -624 -2%
IAA
128
Ironsides Asset Advisors
North Carolina
$1.93M – – –
SCM
129
Stonehearth Capital Management
Massachusetts
$1.81M -$37.4K -740 -2%
KM
130
Kalos Management
Georgia
$1.78M +$244K +4,830 +16%
GT
131
Greenleaf Trust
Michigan
$1.78M +$175K +3,466 +11%
VAM
132
Visionary Asset Management
Texas
$1.7M -$123K -2,430 -7%
HCM
133
Hengehold Capital Management
Ohio
$1.66M +$86.8K +1,716 +6%
BSAM
134
Blue Sky Asset Management
Colorado
$1.65M +$165K +3,264 +11%
PFS
135
Prospera Financial Services
Texas
$1.65M -$14.3K -282 -0.9%
AIM
136
Advantage Investment Management
Iowa
$1.53M -$4.08M -80,669 -73%
JPMorgan Chase & Co
137
JPMorgan Chase & Co
New York
$1.53M -$74.3K -1,467 -5%
GTAM
138
Global Trust Asset Management
Florida
$1.52M +$1.52M +30,105 New
LFGH
139
Lee Financial Group Hawaii
Hawaii
$1.52M +$1.52M +29,990 New
M&T Bank
140
M&T Bank
New York
$1.49M +$769K +15,202 +107%
AIA
141
Allegis Investment Advisors
Idaho
$1.46M -$4.18M -82,529 -74%
Calamos Advisors
142
Calamos Advisors
Illinois
$1.44M +$1.44M +28,534 New
GWM
143
Geneos Wealth Management
Colorado
$1.42M +$156K +3,077 +12%
KC
144
KHP Capital
Oklahoma
$1.41M +$1.41M +27,765 New
FWM
145
Focused Wealth Management
New York
$1.39M +$17.2K +340 +1%
QIM
146
Quest Investment Management
Oregon
$1.35M +$230K +4,546 +21%
CCM
147
Covington Capital Management
California
$1.31M +$17.7K +350 +1%
KWA
148
KCS Wealth Advisory
California
$1.28M +$1.28M +25,294 New
CCMG
149
Clark Capital Management Group
Pennsylvania
$1.25M -$11.7K -231 -0.9%
BAM
150
Belpointe Asset Management
Nevada
$1.22M -$947K -18,724 -44%
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