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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 %
BRWA
201
B. Riley Wealth Advisors
Florida
$308K 6,194 +1,304 +27%
BNP Paribas Financial Markets
202
BNP Paribas Financial Markets
France
$307K 6,193 +3,094 +100%
VA
203
Valmark Advisers
Ohio
$306K 6,169 – –
BHB
204
Bank Hapoalim BM
Israel
– – – –
BA
205
Boston Advisors
Massachusetts
$288K 5,810 +1,430 +33%
Wolverine Trading
206
Wolverine Trading
Illinois
$270K 5,446 +5,446 New
BJ
207
Brouwer & Janachowski
California
$267K 5,389 – –
DC
208
Davenport & Co
Virginia
$262K 5,275 +375 +8%
CWM
209
Cornerstone Wealth Management
Missouri
$259K 5,208 +657 +14%
WA
210
WFG Advisors
Texas
$257K 5,172 +835 +19%
LFAS
211
Level Four Advisory Services
Texas
$252K 5,286 – –
Koshinski Asset Management
212
Koshinski Asset Management
Illinois
$251K 5,050 +5,050 New
AIP
213
Almanack Investment Partners
Pennsylvania
$247K 4,976 -1,657 -25%
DI
214
Diligent Investors
California
$246K 4,953 +55 +1%
KWMG
215
King Wealth Management Group
Florida
$245K 4,947 +417 +9%
PFP
216
Pinnacle Financial Partners
Tennessee
$241K 4,863 +4,863 New
Manulife (Manufacturers Life Insurance)
217
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$237K 4,768 +4,073 +586%
CFB
218
Cullen/Frost Bankers
Texas
$235K 4,743 +55 +1%
RWP
219
RWA Wealth Partners
Massachusetts
$234K 4,725 +4,725 New
MC
220
Moors & Cabot
Massachusetts
$232K 4,692 -295 -6%
BWM
221
BerganKDV Wealth Management
Minnesota
$228K 4,600 -710 -13%
NFG
222
NewFocus Financial Group
Washington
$226K 4,550 – –
UCFA
223
United Capital Financial Advisors
Texas
$209K 4,210 +4,210 New
SFA
224
Sequoia Financial Advisors
Ohio
$208K 4,187 +4,187 New
SF
225
Synovus Financial
Georgia
$185K 3,746 -200 -5%
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9
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