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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.

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 Market Value Shares Shares
Change 		Shares
Change %
HI
26
Horizon Investments
North Carolina
$20.5M 370,112 +354,126 +2,215%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$20.4M 368,333 -24,178 -6%
OAM
28
Oppenheimer Asset Management
New York
$20M 359,557 +3,152 +0.9%
IWS
29
Insight Wealth Strategies
California
$19.4M 349,969 +61,600 +21%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$19.1M 343,511 +48,197 +16%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$17.8M 321,058 +15,201 +5%
AWM
32
AE Wealth Management
Kansas
$17.8M 320,183 +233,691 +270%
Mackenzie Financial
33
Mackenzie Financial
Ontario, Canada
$17.5M 315,500 +315,500 New
SS
34
Simplicity Solutions
Minnesota
$17.4M 313,528 +230,542 +278%
FBB
35
Fulton Breakefield Broenniman
Maryland
$15.3M 276,509 +4,938 +2%
HNB
36
Huntington National Bank
Ohio
– – – –
WPW
37
Waldron Private Wealth
Pennsylvania
$15.1M 271,249 +14,569 +6%
AG
38
Advisor Group
Arizona
$14.9M 267,810 -43,016 -14%
HIM
39
Hanlon Investment Management
New Jersey
$14.7M 264,374 +264,374 New
FAM
40
Flaharty Asset Management
Florida
$13.7M 245,955 +11,120 +5%
SI
41
Stephens Inc
Arkansas
$13.6M 244,820 -4,703 -2%
BSAM
42
Blue Sky Asset Management
Colorado
$13.3M 240,209 +240,209 New
Barclays
43
Barclays
United Kingdom
$12.7M 228,745 -12,029 -5%
UCFA
44
United Capital Financial Advisors
Texas
$12.2M 219,573 +87,442 +66%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$11.8M 211,731 +15,848 +8%
EH
46
Equitable Holdings
New York
$11.7M 210,794 +210,794 New
WCM
47
Windsor Capital Management
Arizona
$11.6M 209,806 +4,178 +2%
Stifel Financial
48
Stifel Financial
Missouri
$11.4M 205,619 +8,488 +4%
Goldman Sachs
49
Goldman Sachs
New York
$11M 198,891 -200,830 -50%
Qube Research & Technologies (QRT)
50
Qube Research & Technologies (QRT)
United Kingdom
$9.86M 177,704 +177,704 New
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