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SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

233 hedge funds and large institutions have $1.86B invested in SPDR Bloomberg Convertible Securities ETF in 2016 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 97 increasing their positions, 62 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
+34
Holders Change %
+17.09%
% of All Funds
5.83%
Holding in Top 10
24
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+60%
% of All Funds
0.6%
New
55
Increased
97
Reduced
62
Closed
19
Calls
–
Puts
$1.9M
Net Calls
-$1.9M
Net Calls Change
-$1.18M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$106M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$106M
3
PWAG
3
Polaris Wealth Advisory Group
California
$26.7M
4
Bank of America
4
Bank of America
North Carolina
$132M
5
Fifth Third Bancorp
5
Fifth Third Bancorp
Ohio
$20.2M

Top Sellers

1
IA
1
IndexIQ Advisors
New York
$126M
2
BCM
2
Bluefin Capital Management
New York
$0
3
HNB
3
Huntington National Bank
Ohio
$11.2M
4
Jane Street
4
Jane Street
New York
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$17.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
176
Navellier & Associates
Nevada
$308K +$9.01K +197 +3%
SWP
177
Stratos Wealth Partners
Ohio
$308K +$48.6K +1,066 +19%
VC
178
Vicus Capital
Pennsylvania
$307K -$557K -12,216 -64%
NFG
179
Next Financial Group
Texas
$304K -$99.2K -2,175 -25%
MC
180
Moors & Cabot
Massachusetts
$293K -$8.11K -178 -3%
FNBT
181
FineMark National Bank & Trust
Florida
$289K +$282K +6,158 +3,801%
WS
182
Wedbush Securities
California
$288K -$49.2K -1,077 -15%
VA
183
Valmark Advisers
Ohio
$282K +$10.9K +238 +4%
RIA
184
Regal Investment Advisors
Michigan
$282K +$45.3K +993 +19%
Allianz Asset Management
185
Allianz Asset Management
Germany
$274K -$1.32M -29,000 -83%
UCFA
186
United Capital Financial Advisors
Texas
$273K +$273K +5,979 New
BTS
187
BB&T Securities
Virginia
$266K – – –
WEC
188
Winslow Evans & Crocker
Massachusetts
$257K +$8.67K +190 +3%
BJ
189
Brouwer & Janachowski
California
$246K -$4.7K -103 -2%
LFAS
190
Level Four Advisory Services
Texas
$246K +$246K +5,387 New
CWM
191
Cabot Wealth Management
Massachusetts
$245K -$14.9K -325 -6%
SFS
192
Sowell Financial Services
Arkansas
$244K +$244K +5,088 New
BWM
193
BerganKDV Wealth Management
Minnesota
$242K – – –
GIA
194
Granite Investment Advisors
New Hampshire
$239K – – –
IFB
195
iAB Financial Bank
Indiana
$238K +$25.1K +550 +12%
DC
196
Davenport & Co
Virginia
$223K +$223K +4,900 New
DI
197
Diligent Investors
California
$217K +$217K +4,748 New
EFS
198
Essex Financial Services
Connecticut
$215K +$215K +4,700 New
KWMG
199
King Wealth Management Group
Florida
$207K -$13.7K -300 -6%
CRC
200
Curi RMB Capital
Illinois
$202K -$1.52M -33,296 -88%
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