CWB icon

SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

347 hedge funds and large institutions have $2.5B invested in SPDR Bloomberg Convertible Securities ETF in 2018 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 148 increasing their positions, 104 reducing their positions, and 22 closing their positions.

Holders
347
Holders Change
+14
Holders Change %
+4.2%
% of All Funds
7.96%
Holding in Top 10
30
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.11%
% of All Funds
0.69%
New
39
Increased
148
Reduced
104
Closed
22
Calls
$753K
Puts
$1.65M
Net Calls
-$898K
Net Calls Change
-$396K

Top Buyers

1
CCA
1
Conservest Capital Advisors
Pennsylvania
$44.4M
2
IA
2
IndexIQ Advisors
New York
$60.2M
3
BCM
3
Bluefin Capital Management
New York
$30.1M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$35.7M
5
Wells Fargo
5
Wells Fargo
California
$170M

Top Sellers

1
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$3.51M
2
Jane Street
2
Jane Street
New York
$725K
3
WCM
3
Weatherstone Capital Management
Colorado
$0
4
CWSR
4
Chessman Wealth Strategies RIA
Texas
$0
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$19.1M
Name Market Value Shares Shares
Change 		Shares
Change %
DWA
176
Dorsey Wright & Associates
California
$925K 17,444 +2,384 +16%
Renaissance Technologies
177
Renaissance Technologies
New York
$907K 17,100 -6,900 -29%
PAS
178
Partnervest Advisory Services
California
$899K 16,960 +52 +0.3%
PA
179
Pinnacle Associates
New York
$897K 16,921 +754 +5%
PP
180
PagnatoKarp Partners
Virginia
$864K 16,297 +459 +3%
Fidelity Investments
181
Fidelity Investments
Massachusetts
$845K 15,946 -122,828 -89%
CFA
182
Cahill Financial Advisors
Minnesota
$845K 15,927 +124 +0.8%
WSCM
183
Wellington Shields Capital Management
New York
$832K 15,689 +143 +0.9%
FIM
184
Fernwood Investment Management
Massachusetts
$807K 15,221 – –
NL
185
NVWM LLC
Pennsylvania
$786K 14,816 +6,201 +72%
BOS
186
Bank of Stockton
California
$785K 14,820 +14,820 New
M&T Bank
187
M&T Bank
New York
$784K 14,780 -15,300 -51%
PI
188
PFS Investments
Georgia
$782K 14,511 +2,949 +26%
GC
189
Grace Capital
Massachusetts
$775K 14,621 +14,621 New
AI
190
Atria Investments
North Carolina
$763K 14,382 -4,178 -23%
MAS
191
Madden Advisory Services
Florida
$757K 14,285 – –
APA
192
American Portfolios Advisors
New York
$757K 14,269 +383 +3%
Nomura Asset Management
193
Nomura Asset Management
Japan
$731K 13,780 +7,780 +130%
Jane Street
194
Jane Street
New York
$725K 13,667 -474,795 -97%
GEA
195
Glen Eagle Advisors
New Jersey
$724K 13,662 +3,057 +29%
Manulife (Manufacturers Life Insurance)
196
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$720K 13,584 +1,709 +14%
SCG
197
Sonata Capital Group
Washington
$711K 13,415 – –
KA
198
Kovack Advisors
Florida
$706K 13,322 +9,388 +239%
OAM
199
Occidental Asset Management
California
$704K 13,282 -12,706 -49%
BRWA
200
B. Riley Wealth Advisors
Florida
$686K 12,933 +1,747 +16%
6 7
8
9 10