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SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

333 hedge funds and large institutions have $2.23B invested in SPDR Bloomberg Convertible Securities ETF in 2018 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 150 increasing their positions, 99 reducing their positions, and 35 closing their positions.

Holders
333
Holders Change
+8
Holders Change %
+2.46%
% of All Funds
7.64%
Holding in Top 10
27
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.9%
% of All Funds
0.62%
New
47
Increased
150
Reduced
99
Closed
35
Calls
$542K
Puts
$1.04M
Net Calls
-$502K
Net Calls Change
+$343K

Top Buyers

1
Deutsche Bank
1
Deutsche Bank
Germany
$66.1M
2
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$65.5M
3
QI
3
QS Investors
New York
$64.2M
4
Bank of America
4
Bank of America
North Carolina
$196M
5
IA
5
IndexIQ Advisors
New York
$21.2M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$7.17M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$10.3M
4
RJA
4
Raymond James & Associates
Florida
$28M
5
Goldman Sachs
5
Goldman Sachs
New York
$14M
Name Market Value Shares Shares
Change 		Shares
Change %
WI
176
WrapManager Inc
California
$819K 15,845 +6,411 +68%
PP
177
PagnatoKarp Partners
Virginia
$818K 15,838 -30 -0.2%
CFA
178
Cahill Financial Advisors
Minnesota
$817K 15,803 +317 +2%
WSCM
179
Wellington Shields Capital Management
New York
$803K 15,546 +1,232 +9%
FIM
180
Fernwood Investment Management
Massachusetts
$786K 15,221 +8,632 +131%
AL
181
Aspiriant LLC
California
$783K 15,159 +15,159 New
DWA
182
Dorsey Wright & Associates
California
$778K 15,060 -4,405 -23%
MIAN
183
Mariner Independent Advisor Network
Kansas
$758K 14,673 -35,200 -71%
MAS
184
Madden Advisory Services
Florida
$737K 14,285 -229 -2%
APA
185
American Portfolios Advisors
New York
$717K 13,886 +311 +2%
SCG
186
Sonata Capital Group
Washington
$693K 13,415 -600 -4%
MHS
187
M Holdings Securities
Oregon
$624K 12,075 +12,075 New
VFA
188
Voya Financial Advisors
Connecticut
$618K 12,090 +2,542 +27%
Manulife (Manufacturers Life Insurance)
189
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$613K 11,875 +3,526 +42%
RPG
190
Risk Paradigm Group
Texas
$600K 11,614 +11,302 +3,622%
FCAG
191
First Capital Advisors Group
New Jersey
$599K 11,587 -11,481 -50%
BJL
192
Brighton Jones LLC
Washington
$599K 11,592 -1,277 -10%
NA
193
Navellier & Associates
Nevada
$596K 11,538 +11,538 New
William Blair & Company
194
William Blair & Company
Illinois
$592K 11,464 +199 +2%
PI
195
PFS Investments
Georgia
$592K 11,562 +4,450 +63%
BRWA
196
B. Riley Wealth Advisors
Florida
$578K 11,186 -6,161 -36%
Bank of New York Mellon
197
Bank of New York Mellon
New York
$569K 11,005 -1,958 -15%
CIAS
198
Capital Investment Advisory Services
North Carolina
$569K 11,023 -290 -3%
Lazard Asset Management
199
Lazard Asset Management
New York
– – – –
KWM
200
Kingsview Wealth Management
Oregon
$563K 10,895 -31,559 -74%
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