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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 %
CAGAS
401
Capital Advisory Group Advisory Services
Minnesota
$3K – – –
LPWM
402
Lake Point Wealth Management
Texas
$3K +$3K +53 New
CHA
403
Carmichael Hill & Associates
Maryland
$3K +$3K +59 New
BFC
404
Bedel Financial Consulting
Indiana
$2K – – –
Toronto Dominion Bank
405
Toronto Dominion Bank
Ontario, Canada
$2K +$2K +30 New
TFA
406
Transamerica Financial Advisors
Florida
$1K – – –
TFA
407
Toth Financial Advisory
Virginia
$1K – – –
KPW
408
Kore Private Wealth
New York
$1K +$1K +25 New
Axa
409
Axa
France
– -$9.59M -182,920 Closed
BCM
410
Bluefin Capital Management
New York
– -$4.48M -85,418 Closed
SCM
411
Stonehearth Capital Management
Massachusetts
– -$1.34M -25,497 Closed
MWM
412
Merriman Wealth Management
Washington
– -$1.28M -24,390 Closed
DWA
413
Dorsey Wright & Associates
California
– -$855K -16,301 Closed
FI
414
FormulaFolio Investments
Michigan
– -$789K -15,049 Closed
M&T Bank
415
M&T Bank
New York
– -$463K -8,813 Closed
Susquehanna International Group
416
Susquehanna International Group
Pennsylvania
– -$456K -8,692 Closed
AWM
417
Altium Wealth Management
New York
– -$409K -7,795 Closed
FMC
418
First Merchants Corp
Indiana
– -$363K -6,925 Closed
CCM
419
Crabel Capital Management
California
– -$335K -6,382 Closed
FAIM
420
Financial Advocates Investment Management
Washington
– -$268K -5,108 Closed
WI
421
WrapManager Inc
California
– -$237K -4,523 Closed
BBHC
422
Brown Brothers Harriman & Co
New York
– -$227K -4,337 Closed
TSS
423
Two Sigma Securities
New York
– -$209K -3,982 Closed
MIM
424
Moseley Investment Management
Florida
– -$207K -3,948 Closed
DP
425
Denver PWM
Colorado
– -$91.8K -1,756 Closed
14 15 16
17
18