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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
NR
126
Newfound Research
Massachusetts
$1.82M +$1.82M +34,806 New
SWP
127
Stratos Wealth Partners
Ohio
$1.82M -$76.5K -1,464 -4%
WB
128
WesBanco Bank
West Virginia
$1.79M -$18.9K -361 -1%
KM
129
Kalos Management
Georgia
$1.75M -$311K -5,945 -15%
PG
130
Patten Group
Tennessee
$1.75M +$592K +11,338 +51%
IAA
131
Ironsides Asset Advisors
North Carolina
$1.73M – – –
GVAG
132
Great Valley Advisor Group
Delaware
$1.68M -$515K -9,860 -24%
Rockefeller Capital Management
133
Rockefeller Capital Management
New York
$1.67M +$130K +2,480 +8%
WA
134
WESPAC Advisors
California
$1.62M +$1.62M +31,036 New
MWM
135
Modera Wealth Management
New Jersey
$1.62M -$11.7M -223,750 -88%
State of Tennessee, Department of Treasury
136
State of Tennessee, Department of Treasury
Tennessee
$1.6M +$1.6M +30,700 New
AWA
137
Arete Wealth Advisors
Illinois
$1.6M +$773K +14,785 +94%
LFGH
138
Lee Financial Group Hawaii
Hawaii
$1.57M -$15.2K -291 -1%
PFS
139
Prospera Financial Services
Texas
$1.56M +$539K +10,154 +53%
HighTower Advisors
140
HighTower Advisors
Illinois
$1.55M -$1.54M -29,519 -50%
BRWA
141
B. Riley Wealth Advisors
Florida
$1.53M +$424K +8,123 +38%
GWM
142
Geneos Wealth Management
Colorado
$1.53M +$62.8K +1,202 +4%
WS
143
Wedbush Securities
California
$1.52M +$277K +5,294 +22%
FHC
144
First Heartland Consultants
Missouri
$1.51M +$1.15M +22,106 +323%
Millennium Management
145
Millennium Management
New York
$1.51M +$76K +1,455 +5%
FNC
146
First National Corp
Massachusetts
$1.45M +$82.2K +1,574 +6%
Thrivent Financial for Lutherans
147
Thrivent Financial for Lutherans
Minnesota
$1.45M – – –
APA
148
American Portfolios Advisors
New York
$1.43M +$488K +9,349 +52%
CCMG
149
Clark Capital Management Group
Pennsylvania
$1.41M +$67.5K +1,293 +5%
SPC
150
Sigma Planning Corp
Michigan
$1.41M +$495K +9,468 +54%
4 5
6
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