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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 %
Lazard Asset Management
251
Lazard Asset Management
New York
$610K -$576K – –
SWP
252
Stratos Wealth Partners
Ohio
$592K +$88.1K +1,587 +17%
SS
253
Sunbelt Securities
Texas
$578K +$37.9K +683 +7%
BIA
254
Bigelow Investment Advisors
Maine
$577K +$2.17K +39 +0.4%
FWM
255
Focused Wealth Management
New York
$557K +$18.3K +329 +3%
AP
256
Americana Partners
Texas
$555K +$555K +10,000 New
CAC
257
Certified Advisory Corp
Florida
$535K -$19.2K -346 -3%
EGA
258
E&G Advisors
Texas
$530K +$530K +9,554 New
WEC
259
Winslow Evans & Crocker
Massachusetts
$512K -$39.6K -710 -7%
WAM
260
Wolverine Asset Management
Illinois
$508K +$81.9K +1,479 +19%
KWA
261
KCS Wealth Advisory
California
$501K -$479K -8,644 -49%
LWP
262
Legacy Wealth Partners
California
$488K +$488K +8,338 New
WSTAM
263
Wilbanks Smith & Thomas Asset Management
Virginia
$487K +$42.2K +761 +9%
QAM
264
Q3 Asset Management
Michigan
$481K +$481K +8,643 New
PCWA
265
Pacific Capital Wealth Advisors
California
$471K +$471K +8,494 New
KA
266
Kovack Advisors
Florida
$469K -$27.4K -494 -6%
CS
267
Capital Square
Tennessee
$465K +$465K +8,380 New
IWC
268
Integrated Wealth Concepts
Massachusetts
$455K +$455K +8,201 New
MW
269
Marcum Wealth
Ohio
$452K +$452K +8,144 New
ACM
270
Advent Capital Management
New York
$447K +$447K +8,060 New
WI
271
Wintrust Investments
Illinois
$431K – – –
BHB
272
Bank Hapoalim BM
Israel
$431K -$417K – –
RFC
273
Regions Financial Corp
Alabama
$428K +$428K +7,703 New
Cetera Investment Advisers
274
Cetera Investment Advisers
Illinois
$409K +$223 +4 +0.1%
NA
275
Navellier & Associates
Nevada
$409K +$409K +7,377 New
9 10
11
12 13