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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 %
Thrivent Financial for Lutherans
101
Thrivent Financial for Lutherans
Minnesota
$4.3M +$694K +10,073 +19%
CAG
102
Csenge Advisory Group
Florida
$4.2M +$912K +13,073 +28%
JPMorgan Chase & Co
103
JPMorgan Chase & Co
New York
$4.08M -$1.16M -16,815 -22%
CAL
104
Capital Analysts LLC
Pennsylvania
$4.06M -$300K -4,361 -7%
NEPWA
105
New England Private Wealth Advisors
Massachusetts
$4.05M -$107K -1,547 -3%
BSAM
106
Blue Sky Asset Management
Colorado
$3.93M -$1.86M -26,939 -32%
Verition Fund Management
107
Verition Fund Management
Connecticut
$3.92M +$1.98M +28,714 +102%
TA
108
TFG Advisers
Michigan
$3.73M -$32.3K -469 -0.9%
DI
109
Disciplined Investments
Oklahoma
$3.72M -$304K -4,418 -8%
PCIA
110
Prime Capital Investment Advisors
Kansas
$3.66M -$342K -4,966 -9%
EAMA
111
EFG Asset Management (Americas)
Florida
$3.64M -$70.3K -1,020 -2%
Manulife (Manufacturers Life Insurance)
112
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.53M +$3.53M +51,250 New
SIM
113
SSI Investment Management
California
$3.39M -$7.37M -106,914 -68%
NA
114
NewEdge Advisors
Louisiana
$3.37M -$110K -1,594 -3%
KPWS
115
Kestra Private Wealth Services
Texas
$3.21M +$3.21M +46,622 New
FANJ
116
Financial Architects (New Jersey)
New Jersey
$3.2M -$46.9K -681 -1%
SWAG
117
Spectrum Wealth Advisory Group
California
$2.74M +$1.3M +18,884 +90%
WB
118
Webster Bank
Connecticut
$2.71M +$50.2K +729 +2%
CL
119
CIM LLC
New York
$2.7M +$2.7M +36,795 New
SFS
120
Sowell Financial Services
Arkansas
$2.67M +$512K +7,435 +24%
CG
121
Cynosure Group
Utah
$2.63M – – –
CAN
122
Claraphi Advisory Network
United States
$2.59M -$1.52M -22,024 -37%
MWM
123
Minot Wealth Management
Massachusetts
$2.56M -$114K -1,650 -4%
Bank of Nova Scotia
124
Bank of Nova Scotia
Ontario, Canada
$2.56M +$2.56M +37,100 New
FPS
125
Fieldpoint Private Securities
Connecticut
$2.5M +$83.3K +1,209 +3%
3 4
5
6 7