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SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

399 hedge funds and large institutions have $2.94B invested in SPDR Bloomberg Convertible Securities ETF in 2020 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 129 increasing their positions, 160 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
399
Holders Change
+13
Holders Change %
+3.37%
% of All Funds
8.07%
Holding in Top 10
27
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.57%
% of All Funds
0.55%
New
49
Increased
129
Reduced
160
Closed
33
Calls
$1.88M
Puts
$289K
Net Calls
+$1.59M
Net Calls Change
-$207M

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
$102M
2
IA
IndexIQ Advisors
New York
$77.4M
3
Deutsche Bank
Deutsche Bank
Germany
$116M
4
Goldman Sachs
Goldman Sachs
New York
$42.5M
5
TCM
Tradewinds Capital Management
Washington
$19.5M

Top Sellers

1
HI
Horizon Investments
North Carolina
$27M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$15.9M
3
AWM
AE Wealth Management
Kansas
$6.36M
4
SS
Simplicity Solutions
Minnesota
$6.19M
5
PWAG
Polaris Wealth Advisory Group
California
$38.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
F
401
F3Logic
Minnesota
$2K -$58 -837 -3%
BHB
402
Bank Hapoalim BM
Israel
$620 -$399K – –
State of Tennessee, Department of Treasury
403
State of Tennessee, Department of Treasury
Tennessee
– -$9.43M -155,900 Closed
FF
404
Friedenthal Financial
New Jersey
– -$4.46M -73,710 Closed
AIA
405
Avalon Investment & Advisory
Texas
– -$2.31M -38,100 Closed
CCMG
406
Clark Capital Management Group
Pennsylvania
– -$1.8M -29,676 Closed
Millennium Management
407
Millennium Management
New York
– -$1.68M -27,787 Closed
CCFM
408
Clear Creek Financial Management
Washington
– -$1M -17,049 Closed
FA
409
FCG Advisors
New Jersey
– -$1M -16,553 Closed
RWP
410
RWA Wealth Partners
Massachusetts
– -$933K -15,415 Closed
IFWM
411
Institute for Wealth Management
Colorado
– -$681K -11,252 Closed
BCM
412
Brookstone Capital Management
Illinois
– -$644K -10,649 Closed
ACM
413
Advent Capital Management
New York
– -$488K -8,060 Closed
GCA
414
Greenwood Capital Associates
South Carolina
– -$405K -6,690 Closed
FIA
415
Foundations Investment Advisors
Arizona
– -$366K -5,931 Closed
PFA
416
Pinnacle Family Advisors
Missouri
– -$325K -5,377 Closed
NR
417
Newfound Research
Massachusetts
– -$323K -5,333 Closed
AA
418
Advisory Alpha
Michigan
– -$291K -4,871 Closed
GIA
419
Gladstone Institutional Advisory
Florida
– -$228K -3,767 Closed
LI
420
LVZ Inc
Michigan
– -$203K -3,359 Closed
PAS
421
Partnervest Advisory Services
California
– -$201K -3,320 Closed
MWM
422
Meridian Wealth Management
Kentucky
– -$200K -3,308 Closed
CFG
423
Citizens Financial Group
Rhode Island
– -$99K -1,637 Closed
TRCT
424
Tower Research Capital (TRC)
New York
– -$74K -1,228 Closed
OSNBOA
425
Old Second National Bank of Aurora
Illinois
– -$60K -993 Closed
14 15 16
17
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