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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.

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

Top Sellers

1
HI
1
Horizon Investments
North Carolina
$27M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$15.9M
3
AWM
3
AE Wealth Management
Kansas
$6.36M
4
SS
4
Simplicity Solutions
Minnesota
$6.19M
5
PWAG
5
Polaris Wealth Advisory Group
California
$38.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MBT
51
Montecito Bank & Trust
California
$10.3M +$67.1K +974 +0.7%
MML Investors Services
52
MML Investors Services
Massachusetts
$10.2M +$325K +4,718 +3%
AC
53
Athanor Capital
New York
$9.65M +$9.65M +140,000 New
XF
54
XML Financial
Maryland
$9.64M +$139K +2,016 +1%
OC
55
Oppenheimer & Co
New York
$9.52M +$206K +2,986 +2%
NC
56
NewSquare Capital
Pennsylvania
$9.43M -$11.7M -170,419 -55%
KAS
57
Kestra Advisory Services
Texas
$9.31M +$9.31M +133,819 New
SEI Investments
58
SEI Investments
Pennsylvania
$9.25M -$20.8M -301,259 -69%
GIM
59
Goelzer Investment Management
Indiana
$9.08M -$283K -4,107 -3%
FAAS
60
First Allied Advisory Services
California
$8.72M -$4.79M -69,541 -35%
TW
61
Towerpoint Wealth
California
$8.45M -$465K -6,757 -5%
Carson Wealth (CWM LLC)
62
Carson Wealth (CWM LLC)
Nebraska
$8.27M – – –
FNC
63
First National Corp
Massachusetts
$8.26M +$81.2K +333 +1%
MIM
64
Morningstar Investment Management
Illinois
$7.92M -$6.13M -88,914 -44%
Jane Street
65
Jane Street
New York
$7.55M +$7.55M +109,612 New
ML
66
McAdam LLC
Pennsylvania
$7.38M +$205K +2,977 +3%
EH
67
Equitable Holdings
New York
$7.31M -$1.6M -23,165 -18%
SPIA
68
Steward Partners Investment Advisory
New York
$7.18M +$777K +11,275 +12%
HIM
69
Hanlon Investment Management
New Jersey
$7.03M -$4.6M -66,789 -40%
WCM
70
Windsor Capital Management
Arizona
$6.85M -$7.59M -110,251 -53%
Creative Planning
71
Creative Planning
Kansas
$6.83M -$6.94M -100,775 -50%
TC
72
Trilogy Capital
California
$6.68M -$675K -9,804 -9%
BFG
73
Baron Financial Group
New Jersey
$6.52M +$6.52M +94,710 New
AWM
74
AE Wealth Management
Kansas
$6.36M -$32.5M -471,663 -84%
NRI
75
NFP Retirement Inc
California
$6.35M -$9.51K -138 -0.1%
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