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SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

386 hedge funds and large institutions have $2.68B invested in SPDR Bloomberg Convertible Securities ETF in 2020 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 122 increasing their positions, 143 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
386
Holders Change
+20
Holders Change %
+5.46%
% of All Funds
7.93%
Holding in Top 10
28
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+55.56%
% of All Funds
0.58%
New
71
Increased
122
Reduced
143
Closed
47
Calls
$216M
Puts
$7.59M
Net Calls
+$208M
Net Calls Change
+$210M

Top Buyers

1
HI
Horizon Investments
North Carolina
+$91M
2
HCM
Howard Capital Management
Georgia
+$87M
3
PWAG
Polaris Wealth Advisory Group
California
+$51.9M
4
State Street
State Street
Massachusetts
+$40.8M
5
AWM
AE Wealth Management
Kansas
+$29.1M

Top Sellers

1
Jane Street
Jane Street
New York
-$142M
2
NSLI
Nan Shan Life Insurance
Taiwan
-$131M
3
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
-$19.1M
4
Morgan Stanley
Morgan Stanley
New York
-$17.7M
5
TCM
Tradewinds Capital Management
Washington
-$16.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Lazard Asset Management
226
Lazard Asset Management
New York
$665K -$526K – –
Baird Financial Group
227
Baird Financial Group
Wisconsin
$664K -$184K -3,047 -22%
FIM
228
Freedom Investment Management
Connecticut
$658K -$78.5K -1,298 -11%
RJT
229
Raymond James Trust
Florida
$656K -$13.8K -228 -2%
BCM
230
Brookstone Capital Management
Illinois
$644K +$644K +10,649 New
CCM
231
Covington Capital Management
California
$632K -$384K -6,355 -38%
SS
232
Sunbelt Securities
Texas
$604K +$604K +9,979 New
OMC
233
Overbrook Management Corp
New York
$595K +$2.73K +45 +0.5%
BF
234
BOK Financial
Oklahoma
$590K -$6.05K -100 -1%
MSAM
235
Moloney Securities Asset Management
Missouri
$589K +$303K +5,001 +106%
WP
236
WealthSource Partners
California
$578K -$259K -4,282 -31%
LWM
237
Loveless Wealth Management
Montana
$574K +$574K +9,480 New
EGA
238
E&G Advisors
Texas
$571K -$605 -10 -0.1%
FIG
239
FundX Investment Group
California
$561K +$18.2K +301 +3%
RW
240
RVW Wealth
California
$550K +$550K +9,089 New
Bank Julius Baer & Co
241
Bank Julius Baer & Co
Switzerland
$532K +$181 +3 +0%
BAM
242
BTS Asset Management
Massachusetts
$520K +$243K +3,989 +88%
PCWA
243
Pacific Capital Wealth Advisors
California
$514K – – –
TCM
244
Telos Capital Management
California
$513K -$176K -2,910 -26%
BOS
245
Bank of Stockton
California
$505K -$157K -2,600 -24%
CAC
246
Certified Advisory Corp
Florida
$505K -$10.2K -168 -2%
ACM
247
Advent Capital Management
New York
$488K – – –
NFG
248
Nations Financial Group
Iowa
$488K +$64.4K +1,065 +15%
MCM
249
Maryland Capital Management
Maryland
$477K +$52.2K +863 +12%
KWA
250
KCS Wealth Advisory
California
$474K -$39K -644 -8%
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