CWB icon

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 %
GCA
301
Greenwood Capital Associates
South Carolina
$313K +$313K +5,635 New
AWA
302
Acorn Wealth Advisors
Michigan
$306K -$7.68K -136 -2%
QCIG
303
Quad-Cities Investment Group
Iowa
$301K -$279 -5 -0.1%
SFP
304
Strategic Financial Partners
Oregon
$297K +$297K +5,349 New
LTI
305
Laffer Tengler Investments
Tennessee
$297K +$297K +5,346 New
VIM
306
Vista Investment Management
Pennsylvania
$296K -$6.11K -110 -2%
AA
307
Advisory Alpha
Michigan
$289K +$8.4K +151 +3%
RCA
308
Reitz Capital Advisors
Michigan
$284K +$27.7K +500 +11%
CFB
309
Cullen/Frost Bankers
Texas
$281K -$21.8K -392 -7%
BPCE
310
Bank Pictet & Cie (Europe)
Germany
$278K -$36.6K -660 -12%
SAS
311
Stelac Advisory Services
New York
$278K – – –
RP
312
Riverbridge Partners
Minnesota
$278K – – –
LP
313
LGL Partners
Pennsylvania
$277K -$56.1K -1,011 -17%
CIAS
314
Capital Investment Advisory Services
North Carolina
$272K +$85.5K +1,543 +46%
WP
315
WealthShield Partners
North Carolina
$269K – – –
BWL
316
Bogart Wealth LLC
Virginia
$269K +$554 +10 +0.2%
MAS
317
Madden Advisory Services
Florida
$264K – – –
WHG
318
Westwood Holdings Group
Texas
$264K +$264K +4,764 New
MSAM
319
Moloney Securities Asset Management
Missouri
$263K -$889 -16 -0.3%
AWM
320
Affinity Wealth Management
Delaware
$250K – – –
TF
321
Tompkins Financial
New York
$250K +$250K +4,500 New
SCA
322
Snowden Capital Advisors
New York
$245K +$2.28K +41 +0.9%
Bank of New York Mellon
323
Bank of New York Mellon
New York
$243K +$31.6K +571 +15%
SFG
324
Summit Financial Group
West Virginia
$233K -$502K -9,060 -68%
SFA
325
Sequoia Financial Advisors
Ohio
$230K – – –
11 12
13
14 15