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SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

386 hedge funds and large institutions have $2.68B invested in SPDR Bloomberg Convertible Securities ETF in 2020 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 122 increasing their positions, 143 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
386
Holders Change
+20
Holders Change %
+5.46%
% of All Funds
7.93%
Holding in Top 10
28
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+55.56%
% of All Funds
0.58%
New
71
Increased
122
Reduced
143
Closed
47
Calls
$216M
Puts
$7.59M
Net Calls
+$208M
Net Calls Change
+$210M

Top Buyers

1
HI
Horizon Investments
North Carolina
+$91M
2
HCM
Howard Capital Management
Georgia
+$87M
3
PWAG
Polaris Wealth Advisory Group
California
+$51.9M
4
State Street
State Street
Massachusetts
+$40.8M
5
AWM
AE Wealth Management
Kansas
+$29.1M

Top Sellers

1
Jane Street
Jane Street
New York
-$142M
2
NSLI
Nan Shan Life Insurance
Taiwan
-$131M
3
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
-$19.1M
4
Morgan Stanley
Morgan Stanley
New York
-$17.7M
5
TCM
Tradewinds Capital Management
Washington
-$16.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFG
126
Merit Financial Group
Georgia
$2.15M +$323K +5,344 +18%
ACM
127
Anfield Capital Management
California
$2.15M +$998K +16,490 +87%
PFS
128
Prospera Financial Services
Texas
$2.14M +$1.11M +18,305 +108%
FPS
129
Fieldpoint Private Securities
Connecticut
$2.12M +$59.6K +985 +3%
AIA
130
Arrow Investment Advisors
Maryland
$2.12M +$2.12M +35,031 New
SW
131
SkyOak Wealth
Michigan
$2.11M +$5.14K +85 +0.2%
GWM
132
Geneos Wealth Management
Colorado
$2.07M +$24.9K +422 +1%
FNC
133
First National Corp
Massachusetts
$2.03M +$115K +1,899 +6%
PIA
134
Powell Investment Advisors
Florida
$1.99M -$109K -1,809 -5%
PG
135
Patten Group
Tennessee
$1.92M -$49.3K -815 -2%
SFS
136
Sowell Financial Services
Arkansas
$1.9M -$105K -1,729 -5%
SIAS
137
Shine Investment Advisory Services
Colorado
$1.9M -$219K -3,615 -10%
RFWA
138
RPg Family Wealth Advisory
Massachusetts
$1.86M -$670K -11,077 -26%
FA
139
Faithward Advisors
Pennsylvania
$1.85M -$839K -13,872 -31%
Invesco
140
Invesco
Georgia
$1.85M -$161K -2,667 -8%
COF
141
Capital One Financial
Virginia
$1.84M -$503K -8,322 -22%
IWM
142
IHT Wealth Management
Illinois
$1.83M +$1.24M +20,429 +209%
US Bancorp
143
US Bancorp
Minnesota
$1.82M -$301K -4,982 -14%
F
144
F3Logic
Minnesota
$1.8M -$188K -3,121 -9%
CCMG
145
Clark Capital Management Group
Pennsylvania
$1.8M -$278K -4,594 -13%
WTC
146
WhitTier Trust Company
Nevada
$1.78M -$866K -14,304 -33%
IA
147
IFP Advisors
Florida
$1.73M -$575K -9,699 -25%
APA
148
American Portfolios Advisors
New York
$1.72M +$130K +2,148 +8%
FFN
149
Focus Financial Network
Minnesota
$1.71M -$276K -4,557 -14%
Verition Fund Management
150
Verition Fund Management
Connecticut
$1.7M +$1.7M +28,169 New
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