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SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

347 hedge funds and large institutions have $2.5B invested in SPDR Bloomberg Convertible Securities ETF in 2018 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 148 increasing their positions, 104 reducing their positions, and 22 closing their positions.

Holders
347
Holders Change
+14
Holders Change %
+4.2%
% of All Funds
7.96%
Holding in Top 10
30
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.11%
% of All Funds
0.69%
New
39
Increased
148
Reduced
104
Closed
22
Calls
$753K
Puts
$1.65M
Net Calls
-$898K
Net Calls Change
-$396K

Top Buyers

1
CCA
1
Conservest Capital Advisors
Pennsylvania
$44.4M
2
IA
2
IndexIQ Advisors
New York
$60.2M
3
BCM
3
Bluefin Capital Management
New York
$30.1M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$35.7M
5
Wells Fargo
5
Wells Fargo
California
$170M

Top Sellers

1
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$3.51M
2
Jane Street
2
Jane Street
New York
$725K
3
WCM
3
Weatherstone Capital Management
Colorado
$0
4
CWSR
4
Chessman Wealth Strategies RIA
Texas
$0
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$19.1M
Name Market Value Shares Shares
Change 		Shares
Change %
KM
126
Kalos Management
Georgia
$2.2M 41,450 +2,378 +6%
FANJ
127
Financial Architects (New Jersey)
New Jersey
$2.16M 40,713 +2,132 +6%
PFA
128
Pinnacle Family Advisors
Missouri
$2.06M 38,775 +38,775 New
WB
129
Webster Bank
Connecticut
$2.05M 38,725 -1,122 -3%
IAA
130
Ironsides Asset Advisors
North Carolina
$2.02M 38,100 – –
Allianz Asset Management
131
Allianz Asset Management
Germany
$1.99M 37,500 +17,500 +88%
WA
132
WESPAC Advisors
California
$1.94M 36,528 -11,959 -25%
VCM
133
Virtue Capital Management
Tennessee
$1.89M 35,573 +9,916 +39%
SCM
134
Stonehearth Capital Management
Massachusetts
$1.88M 35,415 -1,098 -3%
WB
135
WesBanco Bank
West Virginia
$1.83M 34,461 +7,165 +26%
KF
136
Krilogy Financial
Missouri
$1.76M 33,166 -4,148 -11%
AFP
137
Ausdal Financial Partners
Iowa
$1.75M 32,992 -9,589 -23%
OPA
138
Old Port Advisors
Maine
$1.7M 32,071 +32,071 New
LFGH
139
Lee Financial Group Hawaii
Hawaii
$1.64M 30,959 +179 +0.6%
HCM
140
Hengehold Capital Management
Ohio
$1.63M 30,792 -1,777 -5%
VAM
141
Visionary Asset Management
Texas
$1.61M 30,404 -15,179 -33%
KC
142
KHP Capital
Oklahoma
$1.6M 30,085 +1,484 +5%
Millennium Management
143
Millennium Management
New York
$1.6M 30,087 +30,087 New
BCM
144
Brookstone Capital Management
Illinois
$1.57M 29,574 -5,993 -17%
GWM
145
Geneos Wealth Management
Colorado
$1.54M 29,042 +2,052 +8%
JPMorgan Chase & Co
146
JPMorgan Chase & Co
New York
$1.51M 28,498 -8,262 -22%
PWM
147
Perigon Wealth Management
California
$1.46M 27,586 +7,848 +40%
KWA
148
KCS Wealth Advisory
California
$1.41M 26,646 -1,835 -6%
FWM
149
Focused Wealth Management
New York
$1.41M 26,543 -1,223 -4%
BAM
150
Belpointe Asset Management
Nevada
$1.4M 26,366 +753 +3%
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