CWB icon

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.

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
1
Horizon Investments
North Carolina
$94.8M
2
HCM
2
Howard Capital Management
Georgia
$87M
3
PWAG
3
Polaris Wealth Advisory Group
California
$51.9M
4
State Street
4
State Street
Massachusetts
$40.8M
5
AWM
5
AE Wealth Management
Kansas
$34.1M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
NSLI
2
Nan Shan Life Insurance
Taiwan
$0
3
State of Tennessee, Department of Treasury
3
State of Tennessee, Department of Treasury
Tennessee
$9.43M
4
Morgan Stanley
4
Morgan Stanley
New York
$179M
5
TCM
5
Tradewinds Capital Management
Washington
$473K
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$26M +$2.62M +43,264 +11%
IA
27
IndexIQ Advisors
New York
$25.9M -$1.32M -21,745 -5%
GC
28
Guggenheim Capital
Illinois
$25.3M -$1.34M -22,190 -5%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$24.6M -$1.18M -19,551 -5%
OAM
30
Oppenheimer Asset Management
New York
$21.5M -$1.32M -21,766 -6%
Goldman Sachs
31
Goldman Sachs
New York
$19.9M +$7.97M +131,681 +67%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$19.4M +$2.15M +35,480 +12%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$18.9M -$1.4M -23,193 -7%
PI
34
PFS Investments
Georgia
$18.8M +$14.9M +247,085 +385%
NC
35
NewSquare Capital
Pennsylvania
$18.6M +$18.6M +307,235 New
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$17.4M -$219K -3,614 -1%
FBB
37
Fulton Breakefield Broenniman
Maryland
$17.3M +$454K +7,498 +3%
WPW
38
Waldron Private Wealth
Pennsylvania
$16.9M -$140K -2,307 -0.8%
IWS
39
Insight Wealth Strategies
California
$15.3M +$1.58M +26,038 +11%
HNB
40
Huntington National Bank
Ohio
$15.2M -$12.6M – –
Allianz Asset Management
41
Allianz Asset Management
Germany
$14.2M +$8.1M +133,841 +132%
Barclays
42
Barclays
United Kingdom
$14M +$14M +231,304 New
SI
43
Stephens Inc
Arkansas
$12.7M -$1.61M -26,627 -11%
WCM
44
Windsor Capital Management
Arizona
$12.7M +$312K +5,160 +3%
MIM
45
Morningstar Investment Management
Illinois
$12.3M -$2.67M -44,179 -18%
Creative Planning
46
Creative Planning
Kansas
$12.1M +$5.68M +93,934 +89%
FAAS
47
First Allied Advisory Services
California
$11.9M +$11.6M +191,682 +4,337%
Stifel Financial
48
Stifel Financial
Missouri
$11.5M -$1M -16,570 -8%
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$11.4M -$5.09M -80,217 -31%
RJA
50
Raymond James & Associates
Florida
$10.7M -$12.2M -201,191 -53%
1
2
3 4 5