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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 Holding Trade Value Shares
Change 		Shares
Change %
FPS
126
Fieldpoint Private Securities
Connecticut
$1.63M -$396K -8,279 -20%
GWM
127
Geneos Wealth Management
Colorado
$1.63M +$89.9K +1,907 +6%
Rockefeller Capital Management
128
Rockefeller Capital Management
New York
$1.62M +$106K +2,204 +7%
Invesco
129
Invesco
Georgia
$1.59M -$32.6K -681 -2%
SFS
130
Sowell Financial Services
Arkansas
$1.59M -$167K -3,485 -10%
PFO
131
Pathstone Family Office
New Jersey
$1.59M +$1.59M +33,100 New
F
132
F3Logic
Minnesota
$1.58M -$1.45M -30,300 -48%
FFN
133
Focus Financial Network
Minnesota
$1.57M -$39.1K -817 -2%
PG
134
Patten Group
Tennessee
$1.56M -$99.2K -2,074 -6%
RSS
135
Rosenblum Silverman Sutton
California
$1.46M +$1.46M +30,453 New
MFG
136
Merit Financial Group
Georgia
$1.45M +$25.1K +524 +2%
EFSCE
137
Enterprise Financial Services Corp (EFSC)
Missouri
$1.44M -$84.4K -1,763 -6%
PWM
138
Provident Wealth Management
Tennessee
$1.4M +$164K +3,419 +13%
Nomura Asset Management
139
Nomura Asset Management
Japan
$1.39M +$1.39M +29,000 New
SWAG
140
Spectrum Wealth Advisory Group
California
$1.38M -$105K -2,189 -7%
APA
141
American Portfolios Advisors
New York
$1.26M +$22.5K +470 +2%
MWM
142
Merriman Wealth Management
Washington
$1.24M +$1.24M +25,844 New
LFASL
143
Lugano Financial Advisors SA (LFA)
Switzerland
$1.24M – – –
BAM
144
Belpointe Asset Management
Nevada
$1.22M -$93.9K -1,962 -7%
WS
145
Wedbush Securities
California
$1.16M -$488K -10,186 -30%
HWM
146
Howard Wealth Management
Connecticut
$1.13M +$230K +4,800 +26%
CFO
147
CVA Family Office
Colorado
$1.12M -$14.3K -298 -1%
VC
148
Voit & Company
Wisconsin
$1.07M -$51.9K -1,085 -5%
GDP
149
Great Diamond Partners
Maine
$1.05M +$115K +2,395 +12%
OPA
150
Old Port Advisors
Maine
$1.04M -$159K -3,326 -13%
4 5
6
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