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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 %
TRCT
351
Tower Research Capital (TRC)
New York
$74K +$58.2K +965 +367%
OSNBOA
352
Old Second National Bank of Aurora
Illinois
$60K – – –
CFGS
353
Concourse Financial Group Securities
Alabama
$58K -$56.3K -932 -49%
HR
354
Howe & Rusling
New York
$58K – – –
SF
355
Synovus Financial
Georgia
$56K -$36.6K -598 -40%
HPC
356
HM Payson & Co
Maine
$49K +$24.7K +405 +101%
SWM
357
Selective Wealth Management
Virginia
$48K +$48K +800 New
FRA
358
Front Row Advisors
California
$41K – – –
CL
359
Cabana LLC
Arkansas
$40K +$40K +665 New
FCM
360
Firestone Capital Management
Florida
$39K – – –
RBC
361
Roble Belko & Company
Pennsylvania
$34K – – –
SAM
362
S.A. Mason
Michigan
$32K – – –
FHA
363
Flagship Harbor Advisors
Massachusetts
$29K – – –
WT
364
Whittier Trust
California
$28K -$2.21M -37,120 -99%
DOA
365
D'Orazio & Associates
Virginia
$28K +$183 +3 +0.7%
VFA
366
Valeo Financial Advisors
Indiana
$26K – – –
BWM
367
Baystate Wealth Management
Massachusetts
$24K – – –
OPS
368
Orion Portfolio Solutions
Nebraska
$21K -$3.14K -53 -13%
SFPG
369
Stonebridge Financial Planning Group
Florida
$18K – – –
MWA
370
MFA Wealth Advisors
Pennsylvania
$17K +$17K +282 New
CAAS
371
Capital Asset Advisory Services
Michigan
$17K -$4.09K -64 -19%
GFPC
372
Global Financial Private Client
Florida
$12.8K – – –
FDCDDQ
373
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.7K – – –
APWM
374
Atlas Private Wealth Management
New York
$12K – – –
AIP
375
Ameritas Investment Partners
Nebraska
$12K +$60 +1 +0.5%
13 14
15
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