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SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

333 hedge funds and large institutions have $2.23B invested in SPDR Bloomberg Convertible Securities ETF in 2018 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 150 increasing their positions, 99 reducing their positions, and 35 closing their positions.

Holders
333
Holders Change
+8
Holders Change %
+2.46%
% of All Funds
7.64%
Holding in Top 10
27
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.9%
% of All Funds
0.62%
New
47
Increased
150
Reduced
99
Closed
35
Calls
$542K
Puts
$1.04M
Net Calls
-$502K
Net Calls Change
+$343K

Top Buyers

1
Deutsche Bank
1
Deutsche Bank
Germany
$66.1M
2
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$65.5M
3
QI
3
QS Investors
New York
$64.2M
4
Bank of America
4
Bank of America
North Carolina
$196M
5
IA
5
IndexIQ Advisors
New York
$21.2M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$7.17M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$10.3M
4
RJA
4
Raymond James & Associates
Florida
$28M
5
Goldman Sachs
5
Goldman Sachs
New York
$14M
Name Market Value Shares Shares
Change 		Shares
Change %
PP
126
Prudential plc
United Kingdom
$1.62M 31,350 +31,350 New
LFGH
127
Lee Financial Group Hawaii
Hawaii
$1.59M 30,780 +790 +3%
HCM
128
HMS Capital Management
Tennessee
$1.59M 30,711 +18,631 +154%
HighTower Advisors
129
HighTower Advisors
Illinois
$1.57M 30,327 +7,098 +31%
M&T Bank
130
M&T Bank
New York
$1.55M 30,080 +606 +2%
AIM
131
Advantage Investment Management
Iowa
$1.51M 29,234 -956 -3%
BCM
132
Brasada Capital Management
Texas
$1.5M 29,115 +29,115 New
SBL
133
Sargent Bickham Lagudis
Colorado
$1.49M 28,854 -13,747 -32%
KC
134
KHP Capital
Oklahoma
$1.48M 28,601 +836 +3%
KWA
135
KCS Wealth Advisory
California
$1.47M 28,481 +3,187 +13%
GT
136
Greenleaf Trust
Michigan
$1.46M 28,181 -6,935 -20%
FWM
137
Focused Wealth Management
New York
$1.43M 27,766 +385 +1%
WB
138
WesBanco Bank
West Virginia
$1.41M 27,296 +8,265 +43%
AIA
139
Allegis Investment Advisors
Idaho
$1.4M 27,088 -1,742 -6%
GWM
140
Geneos Wealth Management
Colorado
$1.39M 26,990 -1,147 -4%
CRC
141
Curi RMB Capital
Illinois
$1.38M 26,775 -51,835 -66%
State of Tennessee, Department of Treasury
142
State of Tennessee, Department of Treasury
Tennessee
$1.38M 26,700 +26,700 New
FA
143
FDx Advisors
Illinois
$1.35M 26,058 +3,601 +16%
OAM
144
Occidental Asset Management
California
$1.34M 25,988 -27,651 -52%
VCM
145
Virtue Capital Management
Tennessee
$1.33M 25,657 +16,950 +195%
BAM
146
Belpointe Asset Management
Nevada
$1.32M 25,613 +1,496 +6%
CCT
147
Capital City Trust
Florida
$1.3M 25,235 – –
ANBT
148
American National Bank & Trust
Texas
$1.29M 25,026 -15,209 -38%
CCM
149
Covington Capital Management
California
$1.29M 24,959 -875 -3%
QIM
150
Quest Investment Management
Oregon
$1.28M 24,782 -1,897 -7%
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