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SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

366 hedge funds and large institutions have $2.02B invested in SPDR Bloomberg Convertible Securities ETF in 2020 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 106 increasing their positions, 163 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
366
Holders Change
-39
Holders Change %
-9.63%
% of All Funds
8.08%
Holding in Top 10
18
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-18.18%
% of All Funds
0.4%
New
55
Increased
106
Reduced
163
Closed
86
Calls
$4.88M
Puts
$6.23M
Net Calls
-$1.35M
Net Calls Change
-$1.35M

Top Buyers

1
Jane Street
Jane Street
New York
+$141M
2
QI
QS Investors
New York
+$21M
3
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
+$16.3M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$15.3M
5
AC
Athanor Capital
New York
+$13.7M

Top Sellers

1
HCM
Howard Capital Management
Georgia
-$66.9M
2
Morgan Stanley
Morgan Stanley
New York
-$21M
3
BAM
BTS Asset Management
Massachusetts
-$19.8M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$17.5M
5
Ameriprise
Ameriprise
Minnesota
-$16.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
TW
376
Transform Wealth
Colorado
– -$6.56M -118,250 Closed
CS
377
Credit Suisse
Switzerland
– -$4.14M -74,525 Closed
AP
378
Advisors Preferred
Maryland
– -$3.88M -69,929 Closed
Renaissance Technologies
379
Renaissance Technologies
New York
– -$3.46M -62,300 Closed
Mercer Global Advisors
380
Mercer Global Advisors
Colorado
– -$2.92M -52,625 Closed
SA
381
Stewardship Advisors
Pennsylvania
– -$2.76M -49,736 Closed
PCIA
382
Prime Capital Investment Advisors
Kansas
– -$2.76M -49,643 Closed
AG
383
Appleton Group
Wisconsin
– -$2.73M -49,184 Closed
KM
384
Kalos Management
Georgia
– -$2.5M -42,199 Closed
PTC
385
Private Trust Company
Ohio
– -$2.23M -40,135 Closed
IAN
386
Integrated Advisors Network
Texas
– -$2.2M -39,673 Closed
AIA
387
Arrow Investment Advisors
Maryland
– -$2.19M -39,493 Closed
SFP
388
Shepherd Financial Partners
Massachusetts
– -$2.12M -38,138 Closed
VCM
389
Virtue Capital Management
Tennessee
– -$1.98M -35,646 Closed
IAA
390
Ironsides Asset Advisors
North Carolina
– -$1.84M -33,100 Closed
FEM
391
Fulcrum Equity Management
Texas
– -$1.69M -30,516 Closed
CRCM
392
Corbett Road Capital Management
Virginia
– -$1.58M -28,429 Closed
SB
393
Strategic Blueprint
Georgia
– -$1.4M -25,151 Closed
RW
394
RVW Wealth
California
– -$1.33M -24,007 Closed
BCM
395
Brookstone Capital Management
Illinois
– -$1.32M -23,705 Closed
AIP
396
Almanack Investment Partners
Pennsylvania
– -$1.22M -21,910 Closed
SAM
397
Stringer Asset Management
Tennessee
– -$1.14M -20,587 Closed
RSWM
398
Robertson Stephens Wealth Management
California
– -$1.12M -20,211 Closed
CRWM
399
Castle Rock Wealth Management
California
– -$1.13M -19,151 Closed
RWA
400
Redhawk Wealth Advisors
Minnesota
– -$1.01M -18,242 Closed
14 15
16
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