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SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

366 hedge funds and large institutions have $2.02B invested in SPDR Bloomberg Convertible Securities ETF in 2020 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 106 increasing their positions, 163 reducing their positions, and 86 closing their positions.

Holders
366
Holders Change
-39
Holders Change %
-9.63%
% of All Funds
8.08%
Holding in Top 10
18
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-18.18%
% of All Funds
0.4%
New
55
Increased
106
Reduced
163
Closed
86
Calls
$4.88M
Puts
$6.23M
Net Calls
-$1.35M
Net Calls Change
-$1.35M

Top Buyers

1
Jane Street
1
Jane Street
New York
$142M
2
QI
2
QS Investors
New York
$53.4M
3
State of Tennessee, Department of Treasury
3
State of Tennessee, Department of Treasury
Tennessee
$22.6M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$15.3M
5
AC
5
Athanor Capital
New York
$13.7M

Top Sellers

1
HCM
1
Howard Capital Management
Georgia
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$155M
3
BAM
3
BTS Asset Management
Massachusetts
$244K
4
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$0
5
Ameriprise
5
Ameriprise
Minnesota
$44.9M
Name Market Value Shares Shares
Change 		Shares
Change %
SEI Investments
51
SEI Investments
Pennsylvania
$7.79M 162,729 +162,729 New
BSAM
52
Blue Sky Asset Management
Colorado
$7.65M 159,845 -80,364 -33%
SIM
53
SSI Investment Management
California
$7.37M 153,929 +153,929 New
RWA
54
River Wealth Advisors
Pennsylvania
$6.55M 136,765 +3,557 +3%
OC
55
Oppenheimer & Co
New York
$6.48M 135,280 -1,942 -1%
XF
56
XML Financial
Maryland
$6.44M 134,504 +7,162 +6%
GIM
57
Goelzer Investment Management
Indiana
$6.35M 132,625 +5,060 +4%
TW
58
Towerpoint Wealth
California
$6.3M 131,576 -1,993 -1%
JPMorgan Chase & Co
59
JPMorgan Chase & Co
New York
$6.11M 127,703 +96,229 +306%
NAM
60
NTV Asset Management
West Virginia
$5.31M 110,918 +700 +0.6%
MBT
61
Montecito Bank & Trust
California
$5.12M 106,931 +1,435 +1%
Creative Planning
62
Creative Planning
Kansas
$5.07M 105,980 -5,743 -5%
Allianz Asset Management
63
Allianz Asset Management
Germany
$4.84M 101,128 +13,252 +15%
Citigroup
64
Citigroup
New York
$4.8M 100,374 -53,115 -35%
ML
65
McAdam LLC
Pennsylvania
$4.8M 100,186 +3,311 +3%
CPIG
66
Chicago Partners Investment Group
Illinois
$4.63M 89,281 -5,997 -6%
SPIA
67
Steward Partners Investment Advisory
New York
$4.49M 93,767 +11,403 +14%
BRWM
68
B. Riley Wealth Management
Tennessee
$4.16M 86,967 +69,577 +400%
CAG
69
Csenge Advisory Group
Florida
$4.08M 85,194 +25,157 +42%
AWM
70
AE Wealth Management
Kansas
$4M 83,536 -236,647 -74%
MPPLM
71
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$3.93M 82,063 +31,965 +64%
SL
72
Systelligence LLC
Minnesota
$3.93M 82,013 +82,013 New
SS
73
Simplicity Solutions
Minnesota
$3.84M 80,274 -233,254 -74%
ONST
74
Old North State Trust
North Carolina
$3.84M 80,124 +3,568 +5%
IWA
75
IBEX Wealth Advisors
New Jersey
$3.83M 80,064 -4,181 -5%
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3
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