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SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

399 hedge funds and large institutions have $2.94B invested in SPDR Bloomberg Convertible Securities ETF in 2020 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 129 increasing their positions, 160 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
399
Holders Change
+13
Holders Change %
+3.37%
% of All Funds
8.07%
Holding in Top 10
27
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.57%
% of All Funds
0.55%
New
49
Increased
129
Reduced
160
Closed
33
Calls
$1.88M
Puts
$289K
Net Calls
+$1.59M
Net Calls Change
-$207M

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$90.3M
2
IA
IndexIQ Advisors
New York
+$47.9M
3
Deutsche Bank
Deutsche Bank
Germany
+$26.9M
4
Goldman Sachs
Goldman Sachs
New York
+$19.9M
5
TCM
Tradewinds Capital Management
Washington
+$18.9M

Top Sellers

1
HI
Horizon Investments
North Carolina
-$81M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$38.8M
3
AWM
AE Wealth Management
Kansas
-$32.5M
4
SS
Simplicity Solutions
Minnesota
-$31.9M
5
PWAG
Polaris Wealth Advisory Group
California
-$21.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
251
Maryland Capital Management
Maryland
$529K -$14.1K -204 -3%
PPP
252
Private Portfolio Partners
New Jersey
$528K +$92.6K +1,344 +21%
CS
253
Capital Square
Tennessee
$525K – – –
GP
254
Geneva Partners
Wisconsin
$520K +$2.07K +30 +0.4%
WEC
255
Winslow Evans & Crocker
Massachusetts
$515K +$18.3K +265 +4%
BF
256
BOK Financial
Oklahoma
$503K -$169K -2,453 -25%
TCM
257
Telos Capital Management
California
$493K -$90.8K -1,319 -16%
3AM
258
3EDGE Asset Management
Florida
$492K +$53.9K +783 +12%
FWM
259
Focused Wealth Management
New York
$483K +$11K +160 +2%
Cetera Investment Advisers
260
Cetera Investment Advisers
Illinois
$481K – – –
FIM
261
Fernwood Investment Management
Massachusetts
$473K -$541K -7,853 -53%
BPCE
262
Bank Pictet & Cie (Europe)
Germany
$470K – – –
EP
263
Eudaimonia Partners
Tennessee
$464K +$14.5K +211 +3%
CFD
264
Creative Financial Designs
Indiana
$448K +$11.3K +164 +3%
EFL
265
ERn Financial LLC
Wisconsin
$437K +$207 +3 +0%
KWA
266
KCS Wealth Advisory
California
$436K -$104K -1,504 -19%
DADC
267
D.A. Davidson & Co
Montana
$433K – – –
Bank of New York Mellon
268
Bank of New York Mellon
New York
$431K +$164K +2,380 +62%
KF
269
Krilogy Financial
Missouri
$420K -$57.3K -831 -12%
DAS
270
Dynamic Advisor Solutions
Arizona
$418K +$106K +1,533 +34%
NFG
271
Next Financial Group
Texas
$415K +$415K +6,028 New
EFS
272
Essex Financial Services
Connecticut
$413K +$107K +1,552 +35%
PFGIA
273
Patriot Financial Group Insurance Agency
Massachusetts
$405K -$20K -290 -5%
AWA
274
Acorn Wealth Advisors
Michigan
$399K +$55.8K +810 +16%
EWM
275
Evercore Wealth Management
New York
$393K – – –
9 10
11
12 13