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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 %
EFS
151
Econ Financial Services
Pennsylvania
$1.18M +$130K +2,466 +12%
PI
152
PFS Investments
Georgia
$1.14M +$65.2K +1,219 +6%
LFASL
153
Lugano Financial Advisors SA (LFA)
Switzerland
$1.14M +$80.6K +1,525 +8%
AL
154
Aspiriant LLC
California
$1.11M +$91.9K +1,738 +9%
WT
155
Whittier Trust
California
$1.09M -$30.9K -585 -3%
PA
156
Pinnacle Associates
New York
$1.07M -$43.9K -830 -4%
HCM
157
Hengehold Capital Management
Ohio
$1.07M -$64.7K -1,223 -6%
PP
158
PagnatoKarp Partners
Virginia
$1.04M +$1.32K +25 +0.1%
CRC
159
Curi RMB Capital
Illinois
$1.03M -$3.21M -60,787 -76%
GEA
160
Glen Eagle Advisors
New Jersey
$1.01M -$7.93K -150 -0.8%
BWL
161
Bogart Wealth LLC
Virginia
$1.01M +$17.8K +336 +2%
ACS
162
Archford Capital Strategies
Illinois
$1.01M +$25.6K +484 +3%
SRC
163
Sage Rhino Capital
California
$1M -$162K -3,073 -14%
KWA
164
KCS Wealth Advisory
California
$1M -$26.1K -493 -3%
BOS
165
Bank of Stockton
California
$996K -$106K -2,000 -10%
SWP
166
Stratos Wealth Partners
Ohio
$971K -$865K -16,363 -47%
KF
167
Krilogy Financial
Missouri
$951K -$31.7K -599 -3%
WAP
168
Wealthcare Advisory Partners
Pennsylvania
$940K +$199K +3,764 +27%
WIA
169
World Investment Advisors
California
$934K -$44.8K -847 -5%
CCFM
170
Clear Creek Financial Management
Washington
$928K +$928K +17,566 New
CA
171
Calton & Associates
Florida
$920K -$47.7K -902 -5%
CFA
172
Cahill Financial Advisors
Minnesota
$917K +$48.8K +923 +6%
VCM
173
Virtue Capital Management
Tennessee
$913K -$502K -9,490 -35%
FA
174
FCG Advisors
New Jersey
$913K +$280K +5,301 +44%
SB
175
Strategic Blueprint
Georgia
$912K -$33.2K -628 -4%
5 6
7
8 9