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SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

332 hedge funds and large institutions have $2.14B invested in SPDR Bloomberg Convertible Securities ETF in 2018 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 100 increasing their positions, 140 reducing their positions, and 72 closing their positions.

Holders
332
Holders Change
-14
Holders Change %
-4.05%
% of All Funds
7.41%
Holding in Top 10
23
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-32.35%
% of All Funds
0.51%
New
61
Increased
100
Reduced
140
Closed
72
Calls
$267K
Puts
$846K
Net Calls
-$579K
Net Calls Change
-$525K

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$68.7M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$43M
3
NSLI
3
Nan Shan Life Insurance
Taiwan
$71.4M
4
QI
4
QS Investors
New York
$58.4M
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$28.1M

Top Sellers

1
Jane Street
1
Jane Street
New York
$16.9M
2
Wells Fargo
2
Wells Fargo
California
$124M
3
State Street
3
State Street
Massachusetts
$0
4
HCM
4
Howard Capital Management
Georgia
$0
5
Bank of America
5
Bank of America
North Carolina
$159M
Name Market Value Shares Shares
Change 		Shares
Change %
IB
201
Intrust Bank
Kansas
$514K 10,983 – –
Lazard Asset Management
202
Lazard Asset Management
New York
– – – –
BHB
203
Bank Hapoalim BM
Israel
– – – –
ANBT
204
American National Bank & Trust
Texas
$498K 10,652 -7,347 -41%
WAP
205
Wealthcare Advisory Partners
Pennsylvania
$494K 10,564 +1,412 +15%
SS
206
Simplicity Solutions
Minnesota
$488K 10,434 +10,434 New
MAFM
207
Mid Atlantic Financial Management
Pennsylvania
$480K 10,251 +10,251 New
AWM
208
AE Wealth Management
Kansas
$474K 10,138 +2,389 +31%
BFEC
209
Benjamin F. Edwards & Company
Missouri
$471K 10,061 -272 -3%
GTAM
210
Global Trust Asset Management
Florida
$468K 9,998 -10,643 -52%
Bank of New York Mellon
211
Bank of New York Mellon
New York
$455K 9,725 -1,076 -10%
LPWM
212
Lake Point Wealth Management
Texas
$447K 9,561 +9,561 New
BIA
213
Bigelow Investment Advisors
Maine
$438K 9,369 +21 +0.2%
BCM
214
Brasada Capital Management
Texas
$435K 9,298 +380 +4%
AB
215
Atlas Brown
Kentucky
$435K 9,300 +9,300 New
IFWM
216
Institute for Wealth Management
Colorado
$433K 9,248 +9,248 New
M&T Bank
217
M&T Bank
New York
$431K 9,207 +117 +1%
NPP
218
New Potomac Partners
Maryland
$421K 9,000 – –
FA
219
FCG Advisors
New Jersey
$392K 8,377 +1,575 +23%
PWMAG
220
Pinnacle Wealth Management Advisory Group
New Jersey
$376K 8,031 +3,090 +63%
SCM
221
Shelton Capital Management
Colorado
$372K 7,947 +213 +3%
LFAS
222
Level Four Advisory Services
Texas
$369K 7,893 +1,456 +23%
Fidelity Investments
223
Fidelity Investments
Massachusetts
$357K 7,649 -2,318 -23%
GT
224
Greenleaf Trust
Michigan
$347K 7,418 -7,638 -51%
AF
225
Advisornet Financial
Minnesota
$333K 7,114 -234 -3%
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