CWB icon

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
$102M
2
IA
IndexIQ Advisors
New York
$77.4M
3
Deutsche Bank
Deutsche Bank
Germany
$116M
4
Goldman Sachs
Goldman Sachs
New York
$42.5M
5
TCM
Tradewinds Capital Management
Washington
$19.5M

Top Sellers

1
HI
Horizon Investments
North Carolina
$27M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$15.9M
3
AWM
AE Wealth Management
Kansas
$6.36M
4
SS
Simplicity Solutions
Minnesota
$6.19M
5
PWAG
Polaris Wealth Advisory Group
California
$38.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAM
326
Advisors Asset Management
Colorado
$249K -$4.89K -71 -2%
FIG
327
FundX Investment Group
California
$242K -$398K -5,768 -62%
KWMG
328
King Wealth Management Group
Florida
$239K -$11.6K -169 -5%
ANBT
329
American National Bank & Trust
Texas
$238K – – –
1IA
330
1834 Investment Advisors
Wisconsin
$230K – – –
MNBTD
331
Moody National Bank Trust Division
Texas
$228K -$14.4K -209 -6%
HB
332
Homrich & Berg
Georgia
$228K – – –
AL
333
Aspiriant LLC
California
$224K -$1.23M -17,800 -85%
ST
334
Sabal Trust
Florida
$222K +$222K +3,225 New
SDWMA
335
Schneider Downs Wealth Management Advisors
Pennsylvania
$221K +$221K +3,207 New
IHL
336
Investment House LLC
California
$219K +$219K +3,185 New
TSS
337
Two Sigma Securities
New York
$217K +$217K +3,146 New
AWM
338
Affinity Wealth Management
Delaware
$212K +$212K +3,000 New
WAG
339
Winthrop Advisory Group
Massachusetts
$208K +$208K +2,984 New
RHP
340
Royal Harbor Partners
Texas
$207K +$207K +3,006 New
NNP
341
Nachman Norwood & Parrott
South Carolina
$206K +$206K +2,992 New
RWB
342
RMR Wealth Builders
New Jersey
$204K +$95.8K +1,391 +89%
MA
343
MUFG Americas
New York
$203K – – –
CIBC Private Wealth Group
344
CIBC Private Wealth Group
Georgia
$203K +$203K +3,355 New
ED
345
Exane Derivatives
France
$162K -$284K -4,120 -64%
DZ Bank
346
DZ Bank
Germany
$158K – – –
CAPTRUST Financial Advisors
347
CAPTRUST Financial Advisors
North Carolina
$154K – – –
ACA
348
Aptus Capital Advisors
Alabama
$153K +$58.9K +1,137 +63%
GRP
349
Global Retirement Partners
California
$136K +$138 +2 +0.1%
WCG
350
Weaver Consulting Group
California
$130K – – –
12 13
14
15 16