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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 Market Value Shares Shares
Change 		Shares
Change %
FA
151
FCG Advisors
New Jersey
$1.03M 21,462 +2,316 +12%
GEA
152
Glen Eagle Advisors
New Jersey
$1.02M 21,385 -2,569 -11%
AL
153
Aspiriant LLC
California
$1.01M 21,052 – –
PA
154
Pinnacle Associates
New York
$1.01M 21,000 +650 +3%
FEG
155
Fund Evaluation Group
Ohio
$995K 20,800 – –
BRWA
156
B. Riley Wealth Advisors
Florida
$962K 20,081 -22,084 -52%
CRC
157
Curi RMB Capital
Illinois
$958K 20,022 -26,792 -57%
SRC
158
Sage Rhino Capital
California
$957K 19,990 -480 -2%
Koshinski Asset Management
159
Koshinski Asset Management
Illinois
$946K 19,775 +1,716 +10%
CA
160
Calton & Associates
Florida
$945K 19,737 +307 +2%
HH
161
Hilltop Holdings
Texas
$934K 19,504 -32,494 -62%
SAM
162
SignalPoint Asset Management
Missouri
$930K 19,441 +1,606 +9%
SAS
163
Sage Advisory Services
Texas
$922K 19,290 -6,823 -26%
RA
164
RFG Advisory
Alabama
$921K 19,239 -224 -1%
ACM
165
Anfield Capital Management
California
$911K 19,033 -184 -1%
RFC
166
Regions Financial Corp
Alabama
$909K 19,000 +11,297 +147%
GWAG
167
Garrett Wealth Advisory Group
Texas
$908K 19,023 -45 -0.2%
WIA
168
World Investment Advisors
California
$869K 18,149 -671 -4%
CFA
169
Cahill Financial Advisors
Minnesota
$847K 17,679 -147 -0.8%
ACS
170
Archford Capital Strategies
Illinois
$840K 17,546 +656 +4%
MOS
171
MGO One Seven
Ohio
$824K 17,236 -2,725 -14%
PFS
172
Prospera Financial Services
Texas
$813K 16,993 -28,966 -63%
CCM
173
Covington Capital Management
California
$804K 16,803 – –
AFP
174
Ausdal Financial Partners
Iowa
$801K 15,399 -49,211 -76%
CAN
175
Cetera Advisor Networks
California
$791K 16,537 +1,452 +10%
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