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SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

332 hedge funds and large institutions have $2.14B invested in SPDR Bloomberg Convertible Securities ETF in 2018 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 100 increasing their positions, 140 reducing their positions, and 72 closing their positions.

Holders
332
Holders Change
-14
Holders Change %
-4.05%
% of All Funds
7.41%
Holding in Top 10
23
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-32.35%
% of All Funds
0.51%
New
61
Increased
100
Reduced
140
Closed
72
Calls
$267K
Puts
$846K
Net Calls
-$579K
Net Calls Change
-$525K

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$68.7M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$43M
3
NSLI
3
Nan Shan Life Insurance
Taiwan
$71.4M
4
QI
4
QS Investors
New York
$58.4M
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$28.1M

Top Sellers

1
Jane Street
1
Jane Street
New York
$16.9M
2
Wells Fargo
2
Wells Fargo
California
$124M
3
State Street
3
State Street
Massachusetts
$0
4
HCM
4
Howard Capital Management
Georgia
$0
5
Bank of America
5
Bank of America
North Carolina
$159M
Name Market Value Shares Shares
Change 		Shares
Change %
CIBC World Market
151
CIBC World Market
Ontario, Canada
$1.01M 21,625 -291 -1%
WT
152
Whittier Trust
California
$1.01M 21,530 +14,939 +227%
BRWA
153
B. Riley Wealth Advisors
Florida
$992K 21,196 +7,648 +56%
SB
154
Strategic Blueprint
Georgia
$987K 21,088 +21,088 New
WIA
155
World Investment Advisors
California
$977K 19,015 +19,015 New
FWM
156
Focused Wealth Management
New York
$954K 20,396 +1,318 +7%
RSWM
157
Robertson Stephens Wealth Management
California
$946K 20,211 +20,211 New
AIP
158
Almanack Investment Partners
Pennsylvania
$934K 19,971 +16,784 +527%
DBRC
159
D.B. Root & Company
Pennsylvania
$923K 19,721 -2,243 -10%
Baird Financial Group
160
Baird Financial Group
Wisconsin
$922K 19,700 -9,850 -33%
PFS
161
Prospera Financial Services
Texas
$903K 19,295 -13,507 -41%
Nomura Asset Management
162
Nomura Asset Management
Japan
$888K 18,980 +8,000 +73%
BAM
163
Belpointe Asset Management
Nevada
$885K 18,914 -162,500 -90%
APA
164
American Portfolios Advisors
New York
$845K 18,063 -5,380 -23%
GEA
165
Glen Eagle Advisors
New Jersey
$844K 18,034 +689 +4%
PI
166
PFS Investments
Georgia
$843K 17,525 +1,843 +12%
HFS
167
Howard Financial Services
Texas
$839K 17,935 +17,935 New
CCM
168
Covington Capital Management
California
$826K 17,659 – –
PP
169
PagnatoKarp Partners
Virginia
$821K 17,550 +1,455 +9%
SPC
170
Sigma Planning Corp
Michigan
$819K 17,494 -572 -3%
APC
171
Aspire Private Capital
North Carolina
$801K 17,109 +17,109 New
CAN
172
Cetera Advisor Networks
California
$796K 16,984 +127 +0.8%
KWM
173
Kingsview Wealth Management
Oregon
$776K 16,577 -2,751 -14%
CFA
174
Cahill Financial Advisors
Minnesota
$774K 16,535 +89 +0.5%
NSB
175
Norway Savings Bank
Maine
$770K 16,467 -1,146 -7%
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