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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 %
MWM
401
Merriman Wealth Management
Washington
– -$1.24M -25,844 Closed
VC
402
Voit & Company
Wisconsin
– -$1.07M -22,440 Closed
FEG
403
Fund Evaluation Group
Ohio
– -$995K -20,800 Closed
SAS
404
Sage Advisory Services
Texas
– -$922K -19,290 Closed
RFC
405
Regions Financial Corp
Alabama
– -$909K -19,000 Closed
BCM
406
Bowie Capital Management
Texas
– -$766K -16,000 Closed
MGIA
407
Moneta Group Investment Advisors
Missouri
– -$742K -15,504 Closed
PP
408
PagnatoKarp Partners
Virginia
– -$653K -13,645 Closed
OL
409
Optas LLC
Texas
– -$603K -12,590 Closed
FTUS
410
Flow Traders U.S.
New York
– -$578K -12,081 Closed
DBRC
411
D.B. Root & Company
Pennsylvania
– -$477K -9,974 Closed
PCM
412
Palisade Capital Management
New Jersey
– -$449K -9,385 Closed
CWM
413
Calamos Wealth Management
Illinois
– -$431K -9,013 Closed
SAG
414
Spotlight Asset Group
Illinois
– -$372K -7,767 Closed
NP
415
NorthRock Partners
Minnesota
– -$369K -7,705 Closed
SFP
416
Strategic Financial Partners
Oregon
– -$275K -5,746 Closed
MSL
417
Mackay Shields LLC
New York
– -$241K -5,042 Closed
SAS
418
Stelac Advisory Services
New York
– -$239K -5,000 Closed
WHG
419
Westwood Holdings Group
Texas
– -$207K -4,334 Closed
NFG
420
Next Financial Group
Texas
– -$164K -3,422 Closed
VCS
421
Vaughan & Co Securities
New Jersey
– -$157K -3,281 Closed
DWM
422
Darwin Wealth Management
Florida
– -$104K -2,188 Closed
WAP
423
Wealthcare Advisory Partners
Pennsylvania
– -$92K -1,914 Closed
EWM
424
EPG Wealth Management
Georgia
– -$87K -1,826 Closed
SWA
425
Stratos Wealth Advisors
Ohio
– -$71K -1,489 Closed
14 15 16
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