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SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

405 hedge funds and large institutions have $2.53B invested in SPDR Bloomberg Convertible Securities ETF in 2019 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 157 increasing their positions, 92 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
405
Holders Change
+68
Holders Change %
+20.18%
% of All Funds
8%
Holding in Top 10
22
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+22.22%
% of All Funds
0.43%
New
99
Increased
157
Reduced
92
Closed
23
Calls
$5.62M
Puts
$5.63M
Net Calls
-$6K
Net Calls Change
+$440K

Top Buyers

1
Truist Financial
1
Truist Financial
North Carolina
$27.9M
2
Deutsche Bank
2
Deutsche Bank
Germany
$65.1M
3
IA
3
IndexIQ Advisors
New York
$28.3M
4
BAM
4
BTS Asset Management
Massachusetts
$20.7M
5
HI
5
Horizon Investments
North Carolina
$20.5M

Top Sellers

1
QI
1
QS Investors
New York
$37.8M
2
TCM
2
Tradewinds Capital Management
Washington
$373K
3
HNB
3
Huntington National Bank
Ohio
$15.3M
4
Fifth Third Bancorp
4
Fifth Third Bancorp
Ohio
$7.37M
5
Goldman Sachs
5
Goldman Sachs
New York
$11M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
226
Cetera Advisors
Colorado
$854K +$15.3K +276 +2%
CAN
227
Cetera Advisor Networks
California
$840K -$118K -2,122 -12%
PCM
228
Palisade Capital Management
New Jersey
$832K +$832K +15,000 New
WAP
229
Wealthcare Advisory Partners
Pennsylvania
$827K -$107K -1,922 -11%
HCM
230
HMS Capital Management
Tennessee
$788K – – –
DBRC
231
D.B. Root & Company
Pennsylvania
$749K -$25.3K -456 -3%
SAG
232
Spotlight Asset Group
Illinois
$743K +$743K +14,846 New
IB
233
Intrust Bank
Kansas
$734K – – –
IWM
234
IHT Wealth Management
Illinois
$722K -$672K -12,102 -48%
MIAN
235
Mariner Independent Advisor Network
Kansas
$703K +$2K +36 +0.3%
OL
236
Optas LLC
Texas
$701K +$701K +12,620 New
EVM
237
Eaton Vance Management
Massachusetts
$690K -$10.3K -185 -1%
CAN
238
Claraphi Advisory Network
United States
$680K -$249K -4,479 -27%
NR
239
Newfound Research
Massachusetts
$677K -$397K -7,148 -37%
LA
240
LexAurum Advisors
Kansas
$674K +$121K +2,177 +22%
IFWM
241
Institute for Wealth Management
Colorado
$673K -$284K -5,115 -30%
CWA
242
Capital Wealth Alliance
Arizona
$654K +$654K +11,428 New
Jane Street
243
Jane Street
New York
$643K -$6.85M -123,417 -91%
SCG
244
Sonata Capital Group
Washington
$640K +$31.6K +570 +5%
RJT
245
Raymond James Trust
Florida
$639K -$12.8K -230 -2%
BJL
246
Brighton Jones LLC
Washington
$638K -$23.7K -427 -4%
KF
247
Krilogy Financial
Missouri
$624K -$722 -13 -0.1%
CCG
248
Chatham Capital Group
Georgia
$624K – – –
WEPOG
249
Wealth Enhancement & Preservation of GA
Georgia
$624K +$624K +11,624 New
NSB
250
Norway Savings Bank
Maine
$616K -$50.8K -915 -8%
8 9
10
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