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SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

270 hedge funds and large institutions have $2.2B invested in SPDR Bloomberg Convertible Securities ETF in 2017 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 119 increasing their positions, 74 reducing their positions, and 14 closing their positions.

Holders
270
Holders Change
+26
Holders Change %
+10.66%
% of All Funds
6.74%
Holding in Top 10
21
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.55%
% of All Funds
0.52%
New
40
Increased
119
Reduced
74
Closed
14
Calls
$268K
Puts
$1.09M
Net Calls
-$819K
Net Calls Change
+$330K

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$107M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$60.6M
3
Wells Fargo
3
Wells Fargo
California
$116M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$13.4M
5
TCM
5
Tradewinds Capital Management
Washington
$10.1M

Top Sellers

1
NSLI
1
Nan Shan Life Insurance
Taiwan
$115M
2
BAM
2
BTS Asset Management
Massachusetts
$2.44M
3
IA
3
IndexIQ Advisors
New York
$102M
4
SG Americas Securities
4
SG Americas Securities
New York
$2.59M
5
Morgan Stanley
5
Morgan Stanley
New York
$150M
Name Market Value Shares Shares
Change 		Shares
Change %
WPW
176
Waldron Private Wealth
Pennsylvania
$438K 8,837 – –
VFA
177
Voya Financial Advisors
Connecticut
$436K 8,777 +737 +9%
WI
178
Wintrust Investments
Illinois
$430K 8,674 -7,962 -48%
EWM
179
Evercore Wealth Management
New York
$429K 8,644 – –
DADC
180
D.A. Davidson & Co
Montana
$428K 8,631 -170 -2%
WS
181
Wedbush Securities
California
$421K 8,480 +2,693 +47%
GCA
182
Greenwood Capital Associates
South Carolina
$417K 8,395 +995 +13%
Nomura Holdings
183
Nomura Holdings
Japan
$412K 8,297 -162 -2%
PAG
184
Private Advisory Group
Washington
$391K 7,879 +7,879 New
BOTW
185
Bank of the West
California
$390K 7,850 – –
NFG
186
Next Financial Group
Texas
$386K 7,789 +224 +3%
RJT
187
Raymond James Trust
Florida
$379K 7,641 +278 +4%
FHC
188
First Heartland Consultants
Missouri
$373K 7,521 +847 +13%
IB
189
Intrust Bank
Kansas
$363K 7,315 -879 -11%
IFB
190
iAB Financial Bank
Indiana
$355K 7,155 +1,250 +21%
CWM
191
Concert Wealth Management
California
$352K 7,125 -4,209 -37%
WEC
192
Winslow Evans & Crocker
Massachusetts
$347K 6,999 +1,143 +20%
Susquehanna International Group
193
Susquehanna International Group
Pennsylvania
$346K 6,976 +6,976 New
CPA
194
Court Place Advisors
Maryland
$345K 6,959 – –
HH
195
Hilltop Holdings
Texas
$343K 6,929 -449 -6%
TYCC
196
Texas Yale Capital Corp
Florida
$325K 6,555 -3,700 -36%
PCM
197
Palisade Capital Management
New Jersey
$323K 6,500 +2,250 +53%
EFS
198
Essex Financial Services
Connecticut
$316K 6,375 +875 +16%
TSS
199
Two Sigma Securities
New York
$315K 6,349 +6,349 New
VKH
200
Virtu KCG Holdings
New York
$315K 6,352 +6,352 New
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