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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 %
TC
376
Truvestments Capital
Florida
$11K +$56 +1 +0.5%
KIG
377
Kessler Investment Group
Indiana
$10K – – –
AA
378
Ancora Advisors
Ohio
$10K – – –
CCA
379
Column Capital Advisors
Indiana
$10K +$10K +175 New
FHA
380
First Horizon Advisors
Tennessee
$7K +$3.35K +56 +92%
LAS
381
Lloyd Advisory Services
Georgia
$6K +$6K +91 New
EAM
382
Eukles Asset Management
Ohio
$5K +$5K +88 New
BNP Paribas Financial Markets
383
BNP Paribas Financial Markets
France
$4.9K -$28.1K -465 -85%
CA
384
Clearstead Advisors
Ohio
$4K – – –
TFGT
385
TS Financial Group (TSFG)
Illinois
$4K – – –
DCM
386
Davis Capital Management
Florida
$1K – – –
TFA
387
Toth Financial Advisory
Virginia
$1K – – –
KPW
388
Kore Private Wealth
New York
$1K – – –
LFG
389
Larson Financial Group
Missouri
$1K +$1K +22 New
Jane Street
390
Jane Street
New York
– -$142M -2,956,578 Closed
NSLI
391
Nan Shan Life Insurance
Taiwan
– -$131M -2,737,524 Closed
AC
392
Athanor Capital
New York
– -$13.7M -285,911 Closed
FGAM
393
Financial Gravity Asset Management
Texas
– -$12.1K -108,477 Closed
SL
394
Systelligence LLC
Minnesota
– -$3.93M -82,013 Closed
FWM
395
FFT Wealth Management
Pennsylvania
– -$3.61M -75,499 Closed
GVAG
396
Great Valley Advisor Group
Delaware
– -$3.29M -68,657 Closed
Wolverine Trading
397
Wolverine Trading
Illinois
– -$2.04M -42,424 Closed
RIM
398
Redwood Investment Management
Arizona
– -$1.92M -40,199 Closed
PFO
399
Pathstone Family Office
New Jersey
– -$1.59M -33,100 Closed
RSS
400
Rosenblum Silverman Sutton
California
– -$1.46M -30,453 Closed
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