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SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

325 hedge funds and large institutions have $2.14B invested in SPDR Bloomberg Convertible Securities ETF in 2017 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 121 increasing their positions, 86 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
+57
Holders Change %
+21.27%
% of All Funds
7.38%
Holding in Top 10
29
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+20.83%
% of All Funds
0.66%
New
81
Increased
121
Reduced
86
Closed
21
Calls
–
Puts
$845K
Net Calls
-$845K
Net Calls Change
-$524K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$31.8M
2
Jane Street
2
Jane Street
New York
$19.1M
3
WCM
3
Weatherstone Capital Management
Colorado
$15.4M
4
UCFA
4
United Capital Financial Advisors
Texas
$10.7M
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$19.7M

Top Sellers

1
NSLI
1
Nan Shan Life Insurance
Taiwan
$9.18M
2
QI
2
QS Investors
New York
$37.7M
3
CCA
3
Conservest Capital Advisors
Pennsylvania
$0
4
Wells Fargo
4
Wells Fargo
California
$140M
5
HNB
5
Huntington National Bank
Ohio
$15.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
OAM
151
Oxford Asset Management
United Kingdom
$1.18M -$3.35K -66 -0.3%
HighTower Advisors
152
HighTower Advisors
Illinois
$1.18M +$100K +1,976 +9%
FCAG
153
First Capital Advisors Group
New Jersey
$1.17M -$382K -7,557 -25%
FA
154
FDx Advisors
Illinois
$1.14M -$939K -18,553 -45%
US Bancorp
155
US Bancorp
Minnesota
$1.13M +$51.6K +1,020 +5%
Mirae Asset Global Investments
156
Mirae Asset Global Investments
South Korea
$1.08M +$295K +5,823 +37%
BCM
157
Brookstone Capital Management
Illinois
$1.07M -$135K -2,673 -11%
PG
158
Patten Group
Tennessee
$1.05M -$26.1K -515 -2%
DWA
159
Dorsey Wright & Associates
California
$985K +$258K +5,093 +35%
WB
160
WesBanco Bank
West Virginia
$963K +$153K +3,025 +19%
IA
161
IndexIQ Advisors
New York
$958K -$4.14M -81,834 -81%
BRWA
162
B. Riley Wealth Advisors
Florida
$878K +$582K +11,502 +197%
FNBT
163
FineMark National Bank & Trust
Florida
$877K +$14.9K +295 +2%
WS
164
Wedbush Securities
California
$822K +$320K +6,328 +64%
PWM
165
Perigon Wealth Management
California
$813K -$26.5K -524 -3%
FHC
166
First Heartland Consultants
Missouri
$808K -$301K -5,939 -27%
PP
167
PagnatoKarp Partners
Virginia
$803K +$215K +4,246 +37%
Citadel Advisors
168
Citadel Advisors
Florida
$792K +$792K +15,657 New
CFA
169
Cahill Financial Advisors
Minnesota
$784K -$2.48K -49 -0.3%
AI
170
Atria Investments
North Carolina
$771K -$70.8K -1,399 -8%
NSB
171
Norway Savings Bank
Maine
$759K +$11.9K +235 +2%
CA
172
Cetera Advisors
Colorado
$738K -$391K -7,752 -35%
BF
173
BOK Financial
Oklahoma
$735K +$56.1K +1,110 +8%
MAS
174
Madden Advisory Services
Florida
$734K – – –
First Trust Advisors
175
First Trust Advisors
Illinois
$732K +$111K +2,192 +18%
5 6
7
8 9