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SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

244 hedge funds and large institutions have $2.05B invested in SPDR Bloomberg Convertible Securities ETF in 2017 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 103 increasing their positions, 76 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
244
Holders Change
+11
Holders Change %
+4.72%
% of All Funds
6.08%
Holding in Top 10
22
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.33%
% of All Funds
0.55%
New
35
Increased
103
Reduced
76
Closed
23
Calls
$409K
Puts
$1.56M
Net Calls
-$1.15M
Net Calls Change
+$750K

Top Buyers

1
BAM
BTS Asset Management
Massachusetts
$44.4M
2
HIM
Hanlon Investment Management
New Jersey
$33.9M
3
HI
Horizon Investments
North Carolina
$21.3M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$25.9M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$38.3M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$33.6M
2
Morgan Stanley
Morgan Stanley
New York
$153M
3
QI
QS Investors
New York
$156M
4
Wells Fargo
Wells Fargo
California
$98.1M
5
HNB
Huntington National Bank
Ohio
$11.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
VFA
176
Voya Financial Advisors
Connecticut
$386K -$4.67M -97,279 -92%
PFA
177
Pinnacle Family Advisors
Missouri
$382K -$1.99M -41,385 -84%
BOTW
178
Bank of the West
California
$378K – – –
NFG
179
Next Financial Group
Texas
$369K +$43.9K +900 +14%
GCA
180
Greenwood Capital Associates
South Carolina
$356K -$24.8K -515 -7%
HH
181
Hilltop Holdings
Texas
$355K -$497K -10,319 -58%
RJT
182
Raymond James Trust
Florida
$354K -$8.46K -176 -2%
CPA
183
Court Place Advisors
Maryland
$335K -$12K -250 -3%
FHC
184
First Heartland Consultants
Missouri
$321K -$55.3K -1,150 -15%
AIP
185
Almanack Investment Partners
Pennsylvania
$319K +$319K +6,633 New
RSA
186
Robertson Stephens Advisors
California
$301K +$301K +10,428 New
VA
187
Valmark Advisers
Ohio
$297K – – –
FNBT
188
FineMark National Bank & Trust
Florida
$296K -$8.43K -175 -3%
IFB
189
iAB Financial Bank
Indiana
$284K +$33.2K +690 +13%
WEC
190
Winslow Evans & Crocker
Massachusetts
$282K +$10.5K +218 +4%
WS
191
Wedbush Securities
California
$278K -$24.9K -519 -8%
EFS
192
Essex Financial Services
Connecticut
$265K +$38.5K +800 +17%
BJ
193
Brouwer & Janachowski
California
$259K – – –
BWM
194
BerganKDV Wealth Management
Minnesota
$255K – – –
LFAS
195
Level Four Advisory Services
Texas
$252K -$4.82K -101 -2%
GIA
196
Granite Investment Advisors
New Hampshire
$251K – – –
MC
197
Moors & Cabot
Massachusetts
$242K -$69.9K -1,441 -22%
DI
198
Diligent Investors
California
$236K +$7.23K +150 +3%
BRWA
199
B. Riley Wealth Advisors
Florida
$236K +$236K +4,890 New
BHB
200
Bank Hapoalim BM
Israel
$234K – – –
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