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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 Market Value Shares Shares
Change 		Shares
Change %
Rockefeller Capital Management
151
Rockefeller Capital Management
New York
$1.76M 31,680 -35 -0.1%
US Bancorp
152
US Bancorp
Minnesota
$1.75M 31,493 -4,815 -13%
JPMorgan Chase & Co
153
JPMorgan Chase & Co
New York
$1.75M 31,474 +914 +3%
FNC
154
First National Corp
Massachusetts
$1.74M 31,280 +598 +2%
SWAG
155
Spectrum Wealth Advisory Group
California
$1.72M 30,992 -2,203 -7%
AI
156
Atria Investments
North Carolina
$1.7M 30,650 +4,612 +18%
FEM
157
Fulcrum Equity Management
Texas
$1.69M 30,516 +30,516 New
MFG
158
Merit Financial Group
Georgia
$1.65M 29,742 +29,742 New
PI
159
PFS Investments
Georgia
$1.61M 28,943 +4,445 +18%
CRCM
160
Corbett Road Capital Management
Virginia
$1.58M 28,429 +28,429 New
SPC
161
Sigma Planning Corp
Michigan
$1.57M 28,245 +16,053 +132%
BAM
162
Belpointe Asset Management
Nevada
$1.52M 27,461 -1,814 -6%
SAS
163
Sage Advisory Services
Texas
$1.45M 26,113 -388 -1%
BF
164
BOK Financial
Oklahoma
$1.45M 26,037 +16,969 +187%
APA
165
American Portfolios Advisors
New York
$1.43M 25,839 -1,538 -6%
PWM
166
Provident Wealth Management
Tennessee
$1.43M 25,733 +25,733 New
GP
167
Geneva Partners
Wisconsin
$1.42M 25,581 +399 +2%
OPA
168
Old Port Advisors
Maine
$1.41M 25,107 +3,844 +18%
SB
169
Strategic Blueprint
Georgia
$1.4M 25,151 +1,232 +5%
ASN
170
Advisory Services Network
Georgia
$1.38M 24,803 +15,181 +158%
CWM
171
Calamos Wealth Management
Illinois
$1.38M 24,809 +24,809 New
PWM
172
Paulson Wealth Management
Illinois
$1.35M 23,432 +16,954 +262%
RW
173
RVW Wealth
California
$1.33M 24,007 +11,364 +90%
GEA
174
Glen Eagle Advisors
New Jersey
$1.33M 23,954 +4,006 +20%
BCM
175
Brookstone Capital Management
Illinois
$1.32M 23,705 +14,910 +170%
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