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SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

158 hedge funds and large institutions have $1.68B invested in SPDR Bloomberg Convertible Securities ETF in 2014 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 81 increasing their positions, 34 reducing their positions, and 14 closing their positions.

Holders
158
Holders Change
+12
Holders Change %
+8.22%
% of All Funds
4.54%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.35%
New
26
Increased
81
Reduced
34
Closed
14
Calls
$1.2M
Puts
$788K
Net Calls
+$409K
Net Calls Change
+$75K

Top Buyers

1
IG
1
ING Group
Netherlands
$157M
2
PNAA
2
Pictet North America Advisors
Switzerland
$58.5M
3
Morgan Stanley
3
Morgan Stanley
New York
$181M
4
IA
4
IndexIQ Advisors
New York
$50.5M
5
LMIM
5
Lockheed Martin Investment Management
Maryland
$18.6M

Top Sellers

1
PWAG
1
Polaris Wealth Advisory Group
California
$0
2
HIM
2
Hanlon Investment Management
New Jersey
$2.21M
3
FF
3
Friedenthal Financial
New Jersey
$0
4
AGA
4
Accuvest Global Advisors
Utah
$0
5
IF
5
IRON Financial
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FNBT
151
FineMark National Bank & Trust
Florida
$59K 1,173 -267 -19%
BCI
152
Brinker Capital Investments
Pennsylvania
$51K 1,014 +348 +52%
CFS
153
Community Financial System
New York
$43K 860 – –
CLOS
154
Compagnie Lombard Odier SCmA
Switzerland
$30K 600 – –
HF
155
Hoxton Financial
West Virginia
$30K 600 – –
ST
156
Smithfield Trust
Pennsylvania
$22K 445 – –
NFG
157
Next Financial Group
Texas
$11K 227 +227 New
AA
158
Apriem Advisors
California
$5K 100 – –
RIA
159
Regal Investment Advisors
Michigan
$3K 60 -39 -39%
AllianceBernstein
160
AllianceBernstein
Tennessee
$3K 58 +58 New
WA
161
WealthTrust-Arizona
Arizona
$1K 19 +19 New
PWAG
162
Polaris Wealth Advisory Group
California
– – -416,791 Closed
FF
163
Friedenthal Financial
New Jersey
– – -271,876 Closed
AGA
164
Accuvest Global Advisors
Utah
– – -151,065 Closed
IF
165
IRON Financial
Illinois
– – -110,526 Closed
PFG
166
Pacific Financial Group
Washington
– – -70,174 Closed
FAM
167
Foothills Asset Management
Arizona
– – -67,266 Closed
Goldman Sachs
168
Goldman Sachs
New York
– – -28,302 Closed
UCFA
169
United Capital Financial Advisors
Texas
– – -15,816 Closed
PFG
170
Piershale Financial Group
Illinois
– – -14,402 Closed
Allianz Asset Management
171
Allianz Asset Management
Germany
– – -4,343 Closed
PFA
172
Paradigm Financial Advisors
Missouri
– – -1,604 Closed
DAM
173
Delta Asset Management
Tennessee
– – -150 Closed
WA
174
WFG Advisors
Texas
– – -102 Closed
PTC
175
Private Trust Company
Ohio
– – -46 Closed
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