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SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

356 hedge funds and large institutions have $2.23B invested in SPDR Bloomberg Convertible Securities ETF in 2019 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 126 increasing their positions, 129 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
356
Holders Change
+24
Holders Change %
+7.23%
% of All Funds
7.72%
Holding in Top 10
23
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.5%
New
56
Increased
126
Reduced
129
Closed
31
Calls
$658K
Puts
$825K
Net Calls
-$167K
Net Calls Change
+$412K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$46.8M
2
Ameriprise
2
Ameriprise
Minnesota
$66.6M
3
Verition Fund Management
3
Verition Fund Management
Connecticut
$15.5M
4
PWPCM
4
Perella Weinberg Partners Capital Management
New York
$10.7M
5
UCFA
5
United Capital Financial Advisors
Texas
$9.16M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$7K
2
NSLI
2
Nan Shan Life Insurance
Taiwan
$47.8M
3
IA
3
IndexIQ Advisors
New York
$9.96M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$4.78M
5
Wells Fargo
5
Wells Fargo
California
$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
176
Palisade Capital Management
New Jersey
$1.05M +$1.05M +20,000 New
APC
177
Aspire Private Capital
North Carolina
$1.04M +$150K +2,871 +17%
EFS
178
Econ Financial Services
Pennsylvania
$1.03M -$1.76M -33,720 -63%
FWM
179
Focused Wealth Management
New York
$1.03M -$33.6K -643 -3%
DBRC
180
D.B. Root & Company
Pennsylvania
$1.03M +$1.67K +32 +0.2%
PP
181
PagnatoKarp Partners
Virginia
$1.03M +$111K +2,117 +12%
KWA
182
KCS Wealth Advisory
California
$1.02M -$222K -4,244 -18%
KWM
183
Kingsview Wealth Management
Oregon
$1.01M +$143K +2,733 +16%
AL
184
Aspiriant LLC
California
$1.01M +$236K +4,520 +31%
GEA
185
Glen Eagle Advisors
New Jersey
$1.01M +$65.2K +1,247 +7%
HCM
186
HMS Capital Management
Tennessee
$1M -$577K -11,048 -37%
Nomura Asset Management
187
Nomura Asset Management
Japan
$992K – – –
BWL
188
Bogart Wealth LLC
Virginia
$980K -$14.8M -282,835 -94%
TCM
189
Tradewinds Capital Management
Washington
$972K +$832K +15,920 +592%
KF
190
Krilogy Financial
Missouri
$971K -$268K -5,131 -22%
ACS
191
Archford Capital Strategies
Illinois
$968K +$968K +18,528 New
WIA
192
World Investment Advisors
California
$967K -$26.7K -510 -3%
CA
193
Calton & Associates
Florida
$956K +$135K +2,583 +16%
SB
194
Strategic Blueprint
Georgia
$934K -$168K -3,219 -15%
CAN
195
Cetera Advisor Networks
California
$894K +$8.6K +165 +1%
FEM
196
Fulcrum Equity Management
Texas
$891K +$891K +17,059 New
CCM
197
Covington Capital Management
California
$870K -$52.2K -1,000 -6%
GTAM
198
Global Trust Asset Management
Florida
$867K +$345K +6,605 +66%
CFA
199
Cahill Financial Advisors
Minnesota
$858K -$6.11K -117 -0.7%
VFA
200
Voya Financial Advisors
Connecticut
$828K +$56.3K +1,087 +7%
6 7
8
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