CWB icon

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 %
BCM
201
Brookstone Capital Management
Illinois
$589K +$93.1K +1,761 +19%
Baird Financial Group
202
Baird Financial Group
Wisconsin
$586K -$246K -4,652 -30%
Lazard Asset Management
203
Lazard Asset Management
New York
$581K -$574K – –
SCG
204
Sonata Capital Group
Washington
$580K -$52.9K -1,000 -8%
BIA
205
Bigelow Investment Advisors
Maine
$561K +$77.9K +1,474 +16%
HCM
206
HMS Capital Management
Tennessee
$560K -$455K -8,600 -45%
WEC
207
Winslow Evans & Crocker
Massachusetts
$542K +$43.8K +826 +9%
IFWM
208
Institute for Wealth Management
Colorado
$517K +$13.3K +252 +3%
GTAM
209
Global Trust Asset Management
Florida
$515K -$362K -6,853 -41%
ASN
210
Advisory Services Network
Georgia
$508K +$366K +6,934 +258%
FWM
211
Focused Wealth Management
New York
$507K -$538K -10,171 -51%
AI
212
Atria Investments
North Carolina
$504K -$149K -2,848 -23%
CAC
213
Certified Advisory Corp
Florida
$484K +$203K +3,835 +72%
KA
214
Kovack Advisors
Florida
$474K -$41.7K -789 -8%
M&T Bank
215
M&T Bank
New York
$466K -$3.44K -65 -0.7%
CF
216
Centaurus Financial
California
$462K +$438K +8,273 +1,814%
AWM
217
Altium Wealth Management
New York
$448K +$448K +8,470 New
BHB
218
Bank Hapoalim BM
Israel
$413K -$437K – –
FA
219
FDx Advisors
Illinois
$413K +$25.2K +477 +6%
KWM
220
Kingsview Wealth Management
Oregon
$405K -$617K -11,657 -60%
CIBC World Market
221
CIBC World Market
Ontario, Canada
$396K -$719K -13,594 -64%
AF
222
Advisornet Financial
Minnesota
$389K +$12.2K +231 +3%
LP
223
LGL Partners
Pennsylvania
$379K -$289K -5,458 -43%
KeyBank National Association
224
KeyBank National Association
Ohio
$377K +$377K +7,124 New
MAS
225
Madden Advisory Services
Florida
$374K -$380K -7,203 -50%
7 8
9
10 11