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SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

399 hedge funds and large institutions have $2.94B invested in SPDR Bloomberg Convertible Securities ETF in 2020 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 129 increasing their positions, 160 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
399
Holders Change
+13
Holders Change %
+3.37%
% of All Funds
8.07%
Holding in Top 10
27
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.57%
% of All Funds
0.55%
New
49
Increased
129
Reduced
160
Closed
33
Calls
$1.88M
Puts
$289K
Net Calls
+$1.59M
Net Calls Change
-$207M

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
$102M
2
IA
IndexIQ Advisors
New York
$77.4M
3
Deutsche Bank
Deutsche Bank
Germany
$116M
4
Goldman Sachs
Goldman Sachs
New York
$42.5M
5
TCM
Tradewinds Capital Management
Washington
$19.5M

Top Sellers

1
HI
Horizon Investments
North Carolina
$27M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$15.9M
3
AWM
AE Wealth Management
Kansas
$6.36M
4
SS
Simplicity Solutions
Minnesota
$6.19M
5
PWAG
Polaris Wealth Advisory Group
California
$38.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
151
Winfield Associates
Ohio
$1.78M -$65.5K -950 -4%
CFO
152
CVA Family Office
Colorado
$1.69M +$180K +2,613 +12%
IA
153
IFP Advisors
Florida
$1.68M -$312K -4,556 -16%
CGFA
154
Colton Groome Financial Advisors
North Carolina
$1.66M -$1.87M -27,202 -53%
Renaissance Technologies
155
Renaissance Technologies
New York
$1.66M -$2.67M -38,800 -62%
VAG
156
VisionPoint Advisory Group
Texas
$1.64M -$2.39M -34,764 -59%
AI
157
Atria Investments
North Carolina
$1.64M +$339K +4,915 +26%
FFN
158
Focus Financial Network
Minnesota
$1.6M -$340K -4,931 -17%
CF
159
Centaurus Financial
California
$1.58M -$1.95M -28,369 -55%
US Bancorp
160
US Bancorp
Minnesota
$1.57M -$499K -7,246 -24%
First Trust Advisors
161
First Trust Advisors
Illinois
$1.55M -$5.16M -74,827 -77%
EFSCE
162
Enterprise Financial Services Corp (EFSC)
Missouri
$1.54M -$252K -3,660 -14%
LFASL
163
Lugano Financial Advisors SA (LFA)
Switzerland
$1.53M – – –
GEA
164
Glen Eagle Advisors
New Jersey
$1.52M +$35K +508 +2%
IRC
165
Investors Research Corp
Georgia
$1.52M +$5.85K +85 +0.4%
ACM
166
AlphaStar Capital Management
North Carolina
$1.51M -$2.86M -40,048 -66%
LA
167
LexAurum Advisors
Kansas
$1.5M +$1.5M +21,820 New
WS
168
Wedbush Securities
California
$1.49M -$9.64K -140 -0.6%
ASN
169
Advisory Services Network
Georgia
$1.47M +$66.4K +963 +5%
GDP
170
Great Diamond Partners
Maine
$1.45M -$78.7K -1,142 -5%
GTAM
171
Global Trust Asset Management
Florida
$1.42M +$177K +2,517 +14%
MPPLM
172
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.4M +$37.5K +544 +3%
BAM
173
Belpointe Asset Management
Nevada
$1.4M -$435K -6,318 -24%
CWM
174
Cordatus Wealth Management
Pennsylvania
$1.38M +$373K +5,419 +37%
MCM
175
MV Capital Management
Maryland
$1.37M +$36.1K +524 +3%
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