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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 %
KeyBank National Association
276
KeyBank National Association
Ohio
$397K +$4.11K +74 +1%
KWM
277
Kingsview Wealth Management
Oregon
$395K – – –
JWCA
278
J.W. Cole Advisors
Florida
$392K +$392K +7,072 New
Fidelity Investments
279
Fidelity Investments
Massachusetts
$381K +$67.9K +1,224 +22%
TCM
280
Tradewinds Capital Management
Washington
$373K -$29.9M -537,190 -99%
PAS
281
Partnervest Advisory Services
California
$366K +$366K +6,600 New
UAS
282
United Asset Strategies
New York
$365K +$45.6K +822 +14%
FAM
283
Foothills Asset Management
Arizona
$364K – – –
PWMAG
284
Pinnacle Wealth Management Advisory Group
New Jersey
$359K +$8.34K +150 +2%
BFEC
285
Benjamin F. Edwards & Company
Missouri
$356K +$108K +1,951 +44%
PFGIA
286
Patriot Financial Group Insurance Agency
Massachusetts
$354K +$122K +2,208 +53%
IRC
287
Investors Research Corp
Georgia
$352K +$202K +3,645 +135%
PPP
288
Private Portfolio Partners
New Jersey
$351K – – –
Baird Financial Group
289
Baird Financial Group
Wisconsin
$341K -$91.6K -1,652 -21%
LWM
290
Loveless Wealth Management
Montana
$340K +$340K +6,085 New
TCM
291
Telos Capital Management
California
$338K +$60.2K +1,086 +22%
NFG
292
NewFocus Financial Group
Washington
$333K +$20.6K +370 +7%
SDWMA
293
Schneider Downs Wealth Management Advisors
Pennsylvania
$331K – – –
CAM
294
Cresset Asset Management
Illinois
$330K – – –
SAM
295
Strategy Asset Managers
California
$329K +$329K +5,924 New
SWM
296
SeaCrest Wealth Management
New York
$327K +$107K +1,937 +49%
DADC
297
D.A. Davidson & Co
Montana
$320K -$38.5K -695 -11%
RG
298
Retirement Group
California
$318K +$318K +5,734 New
EWM
299
Evercore Wealth Management
New York
$317K – – –
CPA
300
Court Place Advisors
Maryland
$316K – – –
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12
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