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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 %
Millennium Management
151
Millennium Management
New York
$1.68M +$1.68M +27,787 New
AFP
152
Ausdal Financial Partners
Iowa
$1.63M +$699K +11,558 +75%
WA
153
Winfield Associates
Ohio
$1.62M -$649K -10,738 -29%
BAM
154
Belpointe Asset Management
Nevada
$1.61M +$66.1K +1,092 +4%
EFSCE
155
Enterprise Financial Services Corp (EFSC)
Missouri
$1.57M -$248K -4,097 -14%
PWM
156
Provident Wealth Management
Tennessee
$1.55M -$212K -3,498 -12%
HWM
157
Howard Wealth Management
Connecticut
$1.49M +$60.2K +995 +4%
RA
158
RFG Advisory
Alabama
$1.46M +$293K +4,846 +25%
Koshinski Asset Management
159
Koshinski Asset Management
Illinois
$1.43M +$237K +3,919 +20%
PP
160
Prudential plc
United Kingdom
$1.38M +$1.02M +16,840 +283%
GDP
161
Great Diamond Partners
Maine
$1.34M +$17.3K +286 +1%
IRC
162
Investors Research Corp
Georgia
$1.33M +$415K +6,851 +45%
CFO
163
CVA Family Office
Colorado
$1.32M -$91.3K -1,508 -6%
WS
164
Wedbush Securities
California
$1.32M -$154K -2,542 -10%
GEA
165
Glen Eagle Advisors
New Jersey
$1.31M +$14K +231 +1%
LFASL
166
Lugano Financial Advisors SA (LFA)
Switzerland
$1.31M – – –
AL
167
Aspiriant LLC
California
$1.27M – – –
SWAG
168
Spectrum Wealth Advisory Group
California
$1.26M -$479K -7,925 -28%
SRC
169
Sage Rhino Capital
California
$1.25M +$40.1K +663 +3%
ASN
170
Advisory Services Network
Georgia
$1.23M +$551K +9,114 +81%
PA
171
Pinnacle Associates
New York
$1.22M -$48.7K -805 -4%
MPPLM
172
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.2M -$3.77M -62,262 -76%
WIA
173
World Investment Advisors
California
$1.18M -$13.2K -200 -1%
CRC
174
Curi RMB Capital
Illinois
$1.18M -$32.2K -532 -3%
MCM
175
MV Capital Management
Maryland
$1.17M -$1.23M -20,375 -51%
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