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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 %
CAG
101
Csenge Advisory Group
Florida
$3.33M 60,037 +685 +1%
NEPWA
102
New England Private Wealth Advisors
Massachusetts
$3.32M 59,801 +1,018 +2%
PBF
103
Petix & Botte Financial
California
$3.26M 58,751 +58,751 New
CAL
104
Capital Analysts LLC
Pennsylvania
$3.22M 58,069 +58 +0.1%
GVAG
105
Great Valley Advisor Group
Delaware
$3.17M 57,131 +8,806 +18%
DI
106
Disciplined Investments
Oklahoma
$3.11M 56,083 +56,083 New
TA
107
TFG Advisers
Michigan
$3.02M 54,425 +582 +1%
EAMA
108
EFG Asset Management (Americas)
Florida
$3M 54,132 -3,598 -6%
Mercer Global Advisors
109
Mercer Global Advisors
Colorado
$2.92M 52,625 +52,625 New
HH
110
Hilltop Holdings
Texas
$2.89M 51,998 -44,154 -46%
FANJ
111
Financial Architects (New Jersey)
New Jersey
$2.81M 50,667 +2,409 +5%
MPPLM
112
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.78M 50,098 -150 -0.3%
SA
113
Stewardship Advisors
Pennsylvania
$2.76M 49,736 +49,736 New
PCIA
114
Prime Capital Investment Advisors
Kansas
$2.76M 49,643 +1,015 +2%
FA
115
Faithward Advisors
Pennsylvania
$2.73M 49,220 -1,732 -3%
AG
116
Appleton Group
Wisconsin
$2.73M 49,184 -33,934 -41%
WTC
117
WhitTier Trust Company
Nevada
$2.64M 47,475 +4,421 +10%
CRC
118
Curi RMB Capital
Illinois
$2.6M 46,814 +16,631 +55%
PFS
119
Prospera Financial Services
Texas
$2.55M 45,959 +18,679 +68%
KM
120
Kalos Management
Georgia
$2.5M 42,199 +6,728 +19%
Wellington Management Group
121
Wellington Management Group
Massachusetts
$2.48M 44,600 -2,000 -4%
VAG
122
VisionPoint Advisory Group
Texas
$2.42M 43,524 +43,524 New
FPS
123
Fieldpoint Private Securities
Connecticut
$2.35M 42,403 -2,895 -6%
BRWA
124
B. Riley Wealth Advisors
Florida
$2.34M 42,165 +2,911 +7%
MCM
125
MV Capital Management
Maryland
$2.3M 41,349 -236 -0.6%
3 4
5
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