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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 %
BAAM
51
Baker Avenue Asset Management
California
$9.6M 173,053 -1,610 -0.9%
MWM
52
Minot Wealth Management
Massachusetts
$9.28M 160,482 +160,482 New
Mirae Asset Global Investments
53
Mirae Asset Global Investments
South Korea
$9.12M 164,374 +6,538 +4%
MML Investors Services
54
MML Investors Services
Massachusetts
$8.65M 155,896 +6,858 +5%
Citigroup
55
Citigroup
New York
$8.52M 153,489 +8,909 +6%
MIM
56
Morningstar Investment Management
Illinois
$8.42M 151,679 +6,189 +4%
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$8.27M 95,322 – –
FAAS
58
First Allied Advisory Services
California
$7.69M 138,557 -3,575 -3%
OC
59
Oppenheimer & Co
New York
$7.62M 137,222 +2,796 +2%
TW
60
Towerpoint Wealth
California
$7.41M 133,569 +333 +0.2%
RWA
61
River Wealth Advisors
Pennsylvania
$7.39M 133,208 +7,348 +6%
Fifth Third Bancorp
62
Fifth Third Bancorp
Ohio
$7.37M 132,840 -262,434 -66%
State of Tennessee, Department of Treasury
63
State of Tennessee, Department of Treasury
Tennessee
$7.35M 132,500 +17,400 +15%
Thrivent Financial for Lutherans
64
Thrivent Financial for Lutherans
Minnesota
$7.28M 131,187 +31,361 +31%
GIM
65
Goelzer Investment Management
Indiana
$7.08M 127,565 +5,863 +5%
XF
66
XML Financial
Maryland
$7.07M 127,342 +127,342 New
TC
67
Trilogy Capital
California
$7.06M 125,058 +125,058 New
MLM
68
Mount Lucas Management
Pennsylvania
$6.97M 125,580 -5,897 -4%
TW
69
Transform Wealth
Colorado
$6.56M 118,250 -4,400 -4%
Creative Planning
70
Creative Planning
Kansas
$6.2M 111,723 +1,955 +2%
NAM
71
NTV Asset Management
West Virginia
$6.12M 110,218 +4,900 +5%
MBT
72
Montecito Bank & Trust
California
$5.86M 105,496 +8,430 +9%
HighTower Advisors
73
HighTower Advisors
Illinois
$5.74M 103,461 +42,829 +71%
FGAM
74
Financial Gravity Asset Management
Texas
$5.58M 99,514 +9,522 +11%
CPIG
75
Chicago Partners Investment Group
Illinois
$5.48M 95,278 +8,049 +9%
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