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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
$94.8M
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
$34.1M

Top Sellers

1
Jane Street
Jane Street
New York
$0
2
NSLI
Nan Shan Life Insurance
Taiwan
$0
3
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$9.43M
4
Morgan Stanley
Morgan Stanley
New York
$179M
5
TCM
Tradewinds Capital Management
Washington
$473K
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
301
SeaCrest Wealth Management
New York
$266K +$60 +1 +0%
CFB
302
Cullen/Frost Bankers
Texas
$263K -$30.1K -497 -10%
SCA
303
Snowden Capital Advisors
New York
$259K -$9.32K -154 -3%
RG
304
Retirement Group
California
$258K +$258K +4,270 New
SFA
305
Sequoia Financial Advisors
Ohio
$251K +$251K +4,150 New
CIAS
306
Capital Investment Advisory Services
North Carolina
$249K -$46K -760 -16%
FNBT
307
FineMark National Bank & Trust
Florida
$248K +$248K +4,094 New
MIM
308
Moseley Investment Management
Florida
$245K -$18.2K -300 -7%
UR
309
USCA RIA
Texas
$242K +$242K +4,000 New
HIMC
310
Heritage Investors Management Corp
Maryland
$237K +$237K +3,924 New
Bank of New York Mellon
311
Bank of New York Mellon
New York
$234K +$234K +3,869 New
BIA
312
Bigelow Investment Advisors
Maine
$233K -$45.1K -746 -16%
LPT
313
Legacy Private Trust
Wisconsin
$233K +$233K +3,850 New
TF
314
Trek Financial
Arizona
$233K +$233K +3,850 New
MC
315
Moors & Cabot
Massachusetts
$232K +$232K +3,838 New
GIA
316
Gladstone Institutional Advisory
Florida
$228K +$228K +3,767 New
NPP
317
New Potomac Partners
Maryland
$227K – – –
HAS
318
HBW Advisory Services
California
$224K +$224K +3,701 New
AAM
319
Advisors Asset Management
Colorado
$223K +$19.6K +324 +10%
KWMG
320
King Wealth Management Group
Florida
$220K +$220K +3,638 New
KM
321
Kalos Management
Georgia
$215K +$215K +3,274 New
MNBTD
322
Moody National Bank Trust Division
Texas
$213K +$213K +3,520 New
BFEC
323
Benjamin F. Edwards & Company
Missouri
$210K -$677K -11,188 -76%
ANBT
324
American National Bank & Trust
Texas
$209K – – –
LI
325
LVZ Inc
Michigan
$203K +$203K +3,359 New
11 12
13
14 15