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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 %
ML
76
McAdam LLC
Pennsylvania
$5.38M 96,875 +4,362 +5%
APWM
77
Atlas Private Wealth Management
New York
$5.25M 94,667 +94,667 New
Bessemer Group
78
Bessemer Group
New Jersey
$5.23M 94,254 – –
Allianz Asset Management
79
Allianz Asset Management
Germany
$4.88M 87,876 +58,073 +195%
IWA
80
IBEX Wealth Advisors
New Jersey
$4.68M 84,245 -888 -1%
SPIA
81
Steward Partners Investment Advisory
New York
$4.57M 82,364 +12,116 +17%
PAG
82
Private Advisor Group
New Jersey
$4.48M 80,719 +18,802 +30%
FWM
83
FFT Wealth Management
Pennsylvania
$4.42M 79,609 +65 +0.1%
ONST
84
Old North State Trust
North Carolina
$4.25M 76,556 +22,471 +42%
SIAP
85
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$4.17M 75,131 -3,872 -5%
CS
86
Credit Suisse
Switzerland
$4.14M 74,525 +74,525 New
AGA
87
Arkos Global Advisors
Texas
$4.12M 74,159 +15,726 +27%
NRI
88
NFP Retirement Inc
California
$4.11M 74,171 +74,171 New
WA
89
Winfield Associates
Ohio
$4M 72,131 -3,534 -5%
Janney Montgomery Scott
90
Janney Montgomery Scott
Pennsylvania
$3.9M 70,242 +5,606 +9%
AP
91
Advisors Preferred
Maryland
$3.88M 69,929 +69,929 New
CWM
92
Connecticut Wealth Management
Connecticut
$3.81M 68,677 -5,907 -8%
ACM
93
AlphaStar Capital Management
North Carolina
$3.78M 68,188 -357 -0.5%
JIR
94
James Investment Research
Ohio
$3.78M 68,050 +66,549 +4,434%
AFP
95
Ausdal Financial Partners
Iowa
$3.72M 64,610 +3,902 +6%
UIA
96
UBP Investment Advisors
Switzerland
$3.68M 66,315 +916 +1%
FFSOTS
97
Fiduciary Financial Services of The Southwest
Texas
$3.58M 64,486 -3,017 -4%
F
98
F3Logic
Minnesota
$3.52M 63,242 +4,153 +7%
Renaissance Technologies
99
Renaissance Technologies
New York
$3.46M 62,300 +47,000 +307%
NA
100
NewEdge Advisors
Louisiana
$3.38M 60,963 +1,948 +3%
2 3
4
5 6