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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 %
ACA
351
Aptus Capital Advisors
Alabama
$130K +$130K +2,481 New
ED
352
Exane Derivatives
France
$120K -$10.3K -180 -8%
HIA
353
Harbor Investment Advisory
Maryland
$120K +$120K +2,160 New
CFD
354
Creative Financial Designs
Indiana
$114K +$48.7K +873 +75%
AAM
355
Advisors Asset Management
Colorado
$112K +$7.37K +133 +7%
PFBT
356
Parkside Financial Bank & Trust
Missouri
$110K – – –
HR
357
Howe & Rusling
New York
$107K – – –
SSB
358
Sandy Spring Bank
Maryland
$100K – – –
SBL
359
Sargent Bickham Lagudis
Colorado
$97K +$1.34K +24 +1%
EP
360
Eudaimonia Partners
Tennessee
$95K +$95K +1,712 New
CFGS
361
Concourse Financial Group Securities
Alabama
$94K +$4.24K +76 +5%
RWB
362
RMR Wealth Builders
New Jersey
$87K +$87K +1,571 New
RCA
363
Ranch Capital Advisors
Florida
$84K +$84K +1,523 New
ACM
364
Allred Capital Management
Texas
$83.3K +$83.3K +1,500 New
MRCM
365
M&R Capital Management
New Jersey
$83K – – –
TPWA
366
TRUE Private Wealth Advisors
Oregon
$80K +$80K +1,456 New
MA
367
MCF Advisors
Kentucky
$72K – – –
MA
368
MUFG Americas
New York
$71K – – –
MWP
369
Meridian Wealth Partners
Pennsylvania
$63K +$63K +1,136 New
OPS
370
Orion Portfolio Solutions
Nebraska
$58K +$58K +1,050 New
OSNBOA
371
Old Second National Bank of Aurora
Illinois
$55K – – –
FRA
372
Front Row Advisors
California
$54K -$1.06K -19 -2%
EW
373
Element Wealth
Mississippi
$54K +$54K +966 New
SIC
374
Samalin Investment Counsel
New York
$52K +$52K +952 New
HPC
375
HM Payson & Co
Maine
$46K – – –
13 14
15
16 17