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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
CFO
176
CVA Family Office
Colorado
$1.31M +$1.31M +23,666 New
NP
177
NorthRock Partners
Minnesota
$1.31M -$2.58M -46,544 -66%
VC
178
Voit & Company
Wisconsin
$1.31M -$30.8K -555 -2%
SW
179
SteelPeak Wealth
California
$1.28M +$1.28M +23,019 New
WP
180
WealthSource Partners
California
$1.24M -$99.4K -1,791 -7%
AIP
181
Almanack Investment Partners
Pennsylvania
$1.22M +$1.22M +21,910 New
MSL
182
Mackay Shields LLC
New York
$1.2M +$1.2M +21,640 New
LFASL
183
Lugano Financial Advisors SA (LFA)
Switzerland
$1.2M +$1.2M +21,595 New
AL
184
Aspiriant LLC
California
$1.17M – – –
CF
185
Centaurus Financial
California
$1.16M +$674K +12,141 +137%
SRC
186
Sage Rhino Capital
California
$1.16M +$33.5K +591 +3%
FEG
187
Fund Evaluation Group
Ohio
$1.15M +$1.15M +20,800 New
SAM
188
Stringer Asset Management
Tennessee
$1.14M -$94.9K -1,710 -8%
CRWM
189
Castle Rock Wealth Management
California
$1.13M +$35K +593 +3%
PA
190
Pinnacle Associates
New York
$1.13M +$8.32K +150 +0.7%
RSWM
191
Robertson Stephens Wealth Management
California
$1.12M -$713K -12,862 -39%
MOS
192
MGO One Seven
Ohio
$1.11M +$213K +3,847 +24%
PP
193
PagnatoKarp Partners
Virginia
$1.1M -$8.05K -145 -0.7%
RA
194
RFG Advisory
Alabama
$1.08M +$714K +12,863 +195%
GDP
195
Great Diamond Partners
Maine
$1.08M +$1.08M +19,452 New
CA
196
Calton & Associates
Florida
$1.08M +$76.1K +1,371 +8%
FA
197
FCG Advisors
New Jersey
$1.06M +$36.6K +659 +4%
GWAG
198
Garrett Wealth Advisory Group
Texas
$1.06M +$148K +2,659 +16%
WIA
199
World Investment Advisors
California
$1.04M +$52.8K +952 +5%
HWM
200
Howard Wealth Management
Connecticut
$1.04M +$1.04M +18,785 New
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