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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 %
IAA
326
Independent Advisor Alliance
North Carolina
$229K +$229K +4,135 New
FNBT
327
FineMark National Bank & Trust
Florida
$227K -$42.4K -765 -16%
UR
328
USCA RIA
Texas
$222K – – –
1IA
329
1834 Investment Advisors
Wisconsin
$215K – – –
MC
330
Moors & Cabot
Massachusetts
$214K – – –
PFA
331
Pinnacle Family Advisors
Missouri
$213K +$55 +1 +0%
CWA
332
Core Wealth Advisors
Florida
$210K +$210K +3,788 New
NPP
333
New Potomac Partners
Maryland
$208K – – –
SF
334
Synovus Financial
Georgia
$205K +$48K +867 +31%
WSFS
335
Wilmington Savings Fund Society
Delaware
$204K +$204K +3,669 New
KWMG
336
King Wealth Management Group
Florida
$202K +$202K +3,638 New
NFG
337
Nations Financial Group
Iowa
$201K +$201K +3,625 New
DIM
338
Delta Investment Management
California
$200K +$200K +3,611 New
ANBT
339
American National Bank & Trust
Texas
$192K – – –
WCG
340
Weaver Consulting Group
California
$190K – – –
VCS
341
Vaughan & Co Securities
New Jersey
$182K +$182K +3,288 New
RAM
342
Riggs Asset Management
Pennsylvania
$182K +$1.55K +28 +0.9%
IAS
343
IMA Advisory Services
Colorado
$175K -$1.66K -30 -0.9%
NFG
344
Next Financial Group
Texas
$165K -$29.3K -526 -15%
MPCG
345
Matrix Private Capital Group
New York
$164K +$164K +2,954 New
AF
346
Advisornet Financial
Minnesota
$155K +$610 +11 +0.4%
LFG
347
LifePlan Financial Group
Ohio
$145K +$49.3K +890 +52%
PA
348
Parallel Advisors
California
$135K +$25.8K +465 +24%
GRP
349
Global Retirement Partners
California
$131K +$14.5K +262 +12%
DZ Bank
350
DZ Bank
Germany
$131K +$131K +2,380 New
12 13
14
15 16