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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 %
CWM
176
Connecticut Wealth Management
Connecticut
$1.15M -$2.63M -43,520 -70%
GWAG
177
Garrett Wealth Advisory Group
Texas
$1.14M -$7.07K -117 -0.6%
AI
178
Atria Investments
North Carolina
$1.14M +$796K +13,161 +232%
OPA
179
Old Port Advisors
Maine
$1.13M -$184K -3,049 -14%
CCT
180
Capital City Trust
Florida
$1.1M – – –
Capstone Investment Advisors
181
Capstone Investment Advisors
New York
$1.09M +$1.09M +18,062 New
MOS
182
MGO One Seven
Ohio
$1.08M +$39.8K +658 +4%
GTAM
183
Global Trust Asset Management
Florida
$1.07M +$552K +9,125 +106%
CAN
184
Cetera Advisor Networks
California
$1.05M +$46.5K +768 +5%
CFA
185
Cahill Financial Advisors
Minnesota
$1.03M -$42.4K -701 -4%
BRWA
186
B. Riley Wealth Advisors
Florida
$1.02M -$197K -3,262 -16%
ACS
187
Archford Capital Strategies
Illinois
$1.01M -$48K -794 -5%
CCFM
188
Clear Creek Financial Management
Washington
$1M +$374K +6,357 +59%
FA
189
FCG Advisors
New Jersey
$1M -$297K -4,909 -23%
RWA
190
Redhawk Wealth Advisors
Minnesota
$991K +$991K +16,385 New
DWA
191
Dorsey Wright & Associates
California
$985K +$985K +16,279 New
CA
192
Cetera Advisors
Colorado
$971K -$14.2K -235 -1%
KWM
193
Kingsview Wealth Management
Oregon
$961K +$545K +9,008 +131%
SAM
194
SignalPoint Asset Management
Missouri
$951K -$225K -3,715 -19%
OAM
195
Occidental Asset Management
California
$945K -$39.2K -648 -4%
RWP
196
RWA Wealth Partners
Massachusetts
$933K +$664K +10,965 +246%
LFAS
197
Level Four Advisory Services
Texas
$916K -$59.1K -976 -6%
FFS
198
Founders Financial Securities
Maryland
$906K +$906K +14,982 New
FEM
199
Fulcrum Equity Management
Texas
$905K +$905K +14,954 New
VFA
200
Voya Financial Advisors
Connecticut
$894K +$62K +1,040 +7%
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8
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