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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 %
EAMA
101
EFG Asset Management (Americas)
Florida
$2.67M 55,683 +1,551 +3%
TA
102
TFG Advisers
Michigan
$2.62M 54,775 +350 +0.6%
CAL
103
Capital Analysts LLC
Pennsylvania
$2.55M 53,361 -4,708 -8%
FANJ
104
Financial Architects (New Jersey)
New Jersey
$2.3M 48,070 -2,597 -5%
PWM
105
Paulson Wealth Management
Illinois
$2.2M 43,216 +19,784 +84%
FA
106
Faithward Advisors
Pennsylvania
$2.13M 44,484 -4,736 -10%
WTC
107
WhitTier Trust Company
Nevada
$2.09M 43,720 -3,755 -8%
Wolverine Trading
108
Wolverine Trading
Illinois
$2.04M 42,424 +42,424 New
RFWA
109
RPg Family Wealth Advisory
Massachusetts
$2M 41,846 +9,483 +29%
RIM
110
Redwood Investment Management
Arizona
$1.92M 40,199 +5,267 +15%
MCM
111
MV Capital Management
Maryland
$1.9M 39,747 -1,602 -4%
IA
112
IFP Advisors
Florida
$1.86M 38,798 +2,183 +6%
COF
113
Capital One Financial
Virginia
$1.85M 38,704 +38,704 New
WB
114
Webster Bank
Connecticut
$1.85M 38,604 +735 +2%
AIA
115
Avalon Investment & Advisory
Texas
$1.82M 38,100 +38,100 New
CG
116
Cynosure Group
Utah
$1.82M 38,100 +38,100 New
WT
117
Whittier Trust
California
$1.8M 37,590 +1,795 +5%
WA
118
Winfield Associates
Ohio
$1.8M 37,539 -34,592 -48%
CCP
119
Cardan Capital Partners
Colorado
$1.72M 35,872 +35,872 New
MWM
120
Minot Wealth Management
Massachusetts
$1.69M 35,235 -125,247 -78%
US Bancorp
121
US Bancorp
Minnesota
$1.68M 35,025 +3,532 +11%
SIAS
122
Shine Investment Advisory Services
Colorado
$1.67M 34,975 -3,800 -10%
SW
123
SkyOak Wealth
Michigan
$1.67M 34,825 +146 +0.4%
PIA
124
Powell Investment Advisors
Florida
$1.66M 34,649 -248 -0.7%
CCMG
125
Clark Capital Management Group
Pennsylvania
$1.64M 34,270 +34,270 New
3 4
5
6 7