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SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

341 hedge funds and large institutions have $2.06B invested in SPDR Bloomberg Convertible Securities ETF in 2019 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 131 increasing their positions, 135 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
341
Holders Change
-15
Holders Change %
-4.21%
% of All Funds
7.42%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.44%
New
39
Increased
131
Reduced
135
Closed
46
Calls
$735K
Puts
$729K
Net Calls
+$6K
Net Calls Change
+$173K

Top Buyers

1
NSLI
Nan Shan Life Insurance
Taiwan
$70.1M
2
Barclays
Barclays
United Kingdom
$15.8M
3
TCM
Tradewinds Capital Management
Washington
$14.1M
4
IWS
Insight Wealth Strategies
California
$14.2M
5
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$21M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
$41.2M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.6M
3
PWAG
Polaris Wealth Advisory Group
California
$0
4
MFM
MD Financial Management
Ontario, Canada
$34.9M
5
HNB
Huntington National Bank
Ohio
$15.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
176
Cetera Advisor Networks
California
$911K +$5.12K +97 +0.6%
CCM
177
Covington Capital Management
California
$881K – – –
NR
178
Newfound Research
Massachusetts
$869K -$970K -18,363 -53%
VFA
179
Voya Financial Advisors
Connecticut
$854K +$11.3K +214 +1%
DBRC
180
D.B. Root & Company
Pennsylvania
$852K -$191K -3,625 -18%
OAM
181
Occidental Asset Management
California
$844K +$120K +2,275 +17%
RFWA
182
RPg Family Wealth Advisory
Massachusetts
$790K +$8.94K +169 +1%
William Blair & Company
183
William Blair & Company
Illinois
$787K -$6.56K -124 -0.8%
SFG
184
Summit Financial Group
West Virginia
$784K +$784K +14,825 New
GWAG
185
Garrett Wealth Advisory Group
Texas
$754K +$137K +2,594 +22%
BHWM
186
Bay Harbor Wealth Management
Maryland
$750K +$7.57K +143 +1%
SAS
187
Sage Advisory Services
Texas
$743K +$103K +1,940 +16%
SPC
188
Sigma Planning Corp
Michigan
$701K -$724K -13,696 -51%
IB
189
Intrust Bank
Kansas
$699K +$51K +965 +8%
RJT
190
Raymond James Trust
Florida
$690K +$73.6K +1,393 +12%
NSB
191
Norway Savings Bank
Maine
$674K -$87.6K -1,655 -11%
RW
192
RVW Wealth
California
$668K – – –
EVM
193
Eaton Vance Management
Massachusetts
$667K – – –
CG
194
Colony Group
Massachusetts
$667K +$359K +6,794 +117%
CA
195
Cetera Advisors
Colorado
$648K +$71.2K +1,343 +12%
SDWMA
196
Schneider Downs Wealth Management Advisors
Pennsylvania
$641K +$326K +6,166 +104%
LFAS
197
Level Four Advisory Services
Texas
$635K +$50.4K +952 +9%
BJL
198
Brighton Jones LLC
Washington
$606K -$12.4K -235 -2%
MIAN
199
Mariner Independent Advisor Network
Kansas
$600K +$53 +1 +0%
CCG
200
Chatham Capital Group
Georgia
$595K – – –
6 7
8
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