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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 Holding Trade Value Shares
Change 		Shares
Change %
PTC
126
Private Trust Company
Ohio
$2.23M – – –
CONA
127
Capital One National Association
New York
$2.21M +$2.21M +39,750 New
IAN
128
Integrated Advisors Network
Texas
$2.2M +$2.2M +39,673 New
AIA
129
Arrow Investment Advisors
Maryland
$2.19M -$301K -5,424 -12%
SIAS
130
Shine Investment Advisory Services
Colorado
$2.15M -$19.4K -350 -0.9%
SFP
131
Shepherd Financial Partners
Massachusetts
$2.12M – – –
AWA
132
Arete Wealth Advisors
Illinois
$2.11M -$51K -918 -2%
WB
133
Webster Bank
Connecticut
$2.1M -$27.7K -500 -1%
IA
134
IFP Advisors
Florida
$2.03M +$86.3K +1,556 +4%
SFS
135
Sowell Financial Services
Arkansas
$2.03M +$226K +4,073 +13%
WT
136
Whittier Trust
California
$1.99M +$642K +11,561 +48%
VCM
137
Virtue Capital Management
Tennessee
$1.98M +$308K +5,559 +18%
RIM
138
Redwood Investment Management
Arizona
$1.94M +$71K +1,279 +4%
PIA
139
Powell Investment Advisors
Florida
$1.94M +$1.94M +34,897 New
PG
140
Patten Group
Tennessee
$1.93M +$32.4K +584 +2%
SW
141
SkyOak Wealth
Michigan
$1.93M +$1.93M +34,679 New
WS
142
Wedbush Securities
California
$1.91M -$120K -2,155 -6%
WB
143
WesBanco Bank
West Virginia
$1.89M -$23.6K -425 -1%
Invesco
144
Invesco
Georgia
$1.89M -$53.5K -964 -3%
FFN
145
Focus Financial Network
Minnesota
$1.86M -$309K -5,565 -14%
IAA
146
Ironsides Asset Advisors
North Carolina
$1.84M – – –
GWM
147
Geneos Wealth Management
Colorado
$1.82M +$169K +3,043 +10%
RFWA
148
RPg Family Wealth Advisory
Massachusetts
$1.8M +$964K +17,377 +116%
MWM
149
Modera Wealth Management
New Jersey
$1.78M -$74.8K -1,348 -4%
EFSCE
150
Enterprise Financial Services Corp (EFSC)
Missouri
$1.77M – – –
4 5
6
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