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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 %
FCM
376
Firestone Capital Management
Florida
$36K +$36K +650 New
CL
377
Cabana LLC
Arkansas
$36K +$36K +655 New
RBC
378
Roble Belko & Company
Pennsylvania
$31K – – –
LWA
379
Lowe Wealth Advisors
Maryland
$29K – – –
AIC
380
Ameritas Investment Company
Nebraska
$28K -$8.06K -147 -22%
LJHT
381
Laurie J. Hall Trustee
$28K – – –
FHA
382
Flagship Harbor Advisors
Massachusetts
$27K -$11.8K -215 -30%
VFA
383
Valeo Financial Advisors
Indiana
$26K – – –
RFM
384
Royal Fund Management
Florida
$26K +$26K +475 New
DOA
385
D'Orazio & Associates
Virginia
$25K +$441 +8 +2%
BWM
386
Baystate Wealth Management
Massachusetts
$22K – – –
SAM
387
S.A. Mason
Michigan
$21K +$21K +380 New
BNP Paribas Financial Markets
388
BNP Paribas Financial Markets
France
$17.9K – – –
SFPG
389
Stonebridge Financial Planning Group
Florida
$17K +$17K +300 New
LIA
390
LS Investment Advisors
Michigan
$14K +$14K +250 New
CFA
391
Carroll Financial Associates
North Carolina
$13K – – –
VCP
392
Verus Capital Partners
Arizona
$12K +$12K +211 New
FDCDDQ
393
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.7K – – –
GFPC
394
Global Financial Private Client
Florida
$11.7K +$11.7K +210 New
MCM
395
McMillion Capital Management
North Carolina
$10K – – –
KIG
396
Kessler Investment Group
Indiana
$9K – – –
RIA
397
Realta Investment Advisors
Delaware
$6K – – –
AssetMark Inc
398
AssetMark Inc
California
$5K -$2.59K -42 -34%
TFGT
399
TS Financial Group (TSFG)
Illinois
$4K – – –
AF
400
Allworth Financial
California
$4K +$4K +72 New
14 15
16
17 18