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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 %
ACM
76
AlphaStar Capital Management
North Carolina
$3.67M 72,706 +4,518 +7%
Bessemer Group
77
Bessemer Group
New Jersey
$3.62M 75,565 -18,689 -20%
FWM
78
FFT Wealth Management
Pennsylvania
$3.61M 75,499 -4,110 -5%
Janney Montgomery Scott
79
Janney Montgomery Scott
Pennsylvania
$3.61M 75,386 +5,144 +7%
WB
80
WesBanco Bank
West Virginia
$3.58M 74,851 +40,712 +119%
NRI
81
NFP Retirement Inc
California
$3.58M 74,785 +614 +0.8%
SIAP
82
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3.54M 73,936 -1,195 -2%
Wellington Management Group
83
Wellington Management Group
Massachusetts
$3.54M 73,900 +29,300 +66%
Susquehanna International Group
84
Susquehanna International Group
Pennsylvania
$3.38M 70,572 +70,572 New
MWM
85
Modera Wealth Management
New Jersey
$3.36M 70,257 +38,165 +119%
GVAG
86
Great Valley Advisor Group
Delaware
$3.29M 68,657 +11,526 +20%
UIA
87
UBP Investment Advisors
Switzerland
$3.27M 68,389 +2,074 +3%
PAG
88
Private Advisor Group
New Jersey
$3.23M 67,424 -13,295 -16%
PI
89
PFS Investments
Georgia
$3.07M 64,104 +35,161 +121%
HighTower Advisors
90
HighTower Advisors
Illinois
$3.06M 63,795 -39,666 -38%
AGA
91
Arkos Global Advisors
Texas
$3.04M 63,506 -10,653 -14%
Fifth Third Bancorp
92
Fifth Third Bancorp
Ohio
$3M 62,771 -70,069 -53%
PBF
93
Petix & Botte Financial
California
$3M 62,762 +4,011 +7%
HI
94
Horizon Investments
North Carolina
$3M 62,936 -307,176 -83%
CWM
95
Connecticut Wealth Management
Connecticut
$2.99M 62,536 -6,141 -9%
FHB
96
First Hawaiian Bank
Hawaii
$2.96M 61,905 +61,905 New
NEPWA
97
New England Private Wealth Advisors
Massachusetts
$2.87M 59,983 +182 +0.3%
NA
98
NewEdge Advisors
Louisiana
$2.78M 58,087 -2,876 -5%
DI
99
Disciplined Investments
Oklahoma
$2.78M 58,017 +1,934 +3%
VAG
100
VisionPoint Advisory Group
Texas
$2.76M 57,589 +14,065 +32%
2 3
4
5 6