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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
FHC
126
First Heartland Consultants
Missouri
$1.72M +$188K +3,551 +12%
Rockefeller Capital Management
127
Rockefeller Capital Management
New York
$1.68M -$8.99K -170 -0.5%
WS
128
Wedbush Securities
California
$1.68M +$135K +2,552 +9%
MWM
129
Modera Wealth Management
New Jersey
$1.68M +$34.6K +654 +2%
FGAM
130
Financial Gravity Asset Management
Texas
$1.66M +$1.66M +31,309 New
JPMorgan Chase & Co
131
JPMorgan Chase & Co
New York
$1.6M -$46.9M -889,872 -97%
PFS
132
Prospera Financial Services
Texas
$1.55M -$16.7K -314 -1%
GWM
133
Geneos Wealth Management
Colorado
$1.54M -$8.62K -163 -0.6%
FNC
134
First National Corp
Massachusetts
$1.52M +$55K +1,041 +4%
APA
135
American Portfolios Advisors
New York
$1.5M +$52.8K +998 +4%
IWM
136
IHT Wealth Management
Illinois
$1.49M +$423K +7,997 +40%
Millennium Management
137
Millennium Management
New York
$1.45M -$76.9K -1,455 -5%
WP
138
WealthSource Partners
California
$1.43M +$1.43M +27,051 New
AFNAS
139
American Financial Network Advisory Services
California
$1.43M -$447K -8,484 -24%
BRWA
140
B. Riley Wealth Advisors
Florida
$1.39M -$165K -3,114 -11%
CCT
141
Capital City Trust
Florida
$1.34M – – –
GP
142
Geneva Partners
Wisconsin
$1.33M +$8.3K +157 +0.6%
VC
143
Voit & Company
Wisconsin
$1.29M -$24.9K -470 -2%
Nomura Asset Management
144
Nomura Asset Management
Japan
$1.29M +$281K +5,319 +28%
BAM
145
Belpointe Asset Management
Nevada
$1.28M +$1.28M +24,212 New
RSWM
146
Robertson Stephens Wealth Management
California
$1.22M +$24.8K +469 +2%
SAM
147
Stringer Asset Management
Tennessee
$1.21M +$1.21M +22,927 New
CRWM
148
Castle Rock Wealth Management
California
$1.18M +$477K +9,025 +68%
OPA
149
Old Port Advisors
Maine
$1.18M -$15.9K -299 -1%
APC
150
Aspire Private Capital
North Carolina
$1.18M +$122K +2,298 +12%
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