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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 %
PA
176
Pinnacle Associates
New York
$1.37M -$25.4K -368 -2%
CRC
177
Curi RMB Capital
Illinois
$1.34M – – –
KWM
178
Kingsview Wealth Management
Oregon
$1.34M +$247K +3,586 +23%
SRC
179
Sage Rhino Capital
California
$1.29M -$133K -1,928 -9%
CWM
180
Connecticut Wealth Management
Connecticut
$1.27M -$45.5K -660 -3%
WIA
181
World Investment Advisors
California
$1.27M +$28.2K +409 +2%
FA
182
Faithward Advisors
Pennsylvania
$1.26M -$848K -12,307 -40%
MOS
183
MGO One Seven
Ohio
$1.25M +$20.6K +299 +2%
LFAS
184
Level Four Advisory Services
Texas
$1.2M +$162K +2,349 +16%
DWA
185
Dorsey Wright & Associates
California
$1.2M +$79.8K +1,158 +7%
FHB
186
First Hawaiian Bank
Hawaii
$1.17M -$3.07M -44,525 -72%
KA
187
Kovack Advisors
Florida
$1.16M +$644K +9,344 +124%
BCM
188
Barometer Capital Management
Ontario, Canada
$1.16M +$220K +3,200 +23%
RWA
189
Redhawk Wealth Advisors
Minnesota
$1.16M +$28.8K +418 +3%
ACS
190
Archford Capital Strategies
Illinois
$1.15M -$620 -9 -0.1%
CAN
191
Cetera Advisor Networks
California
$1.14M -$48.8K -709 -4%
SWP
192
Stratos Wealth Partners
Ohio
$1.14M +$248K +3,593 +28%
MFG
193
Merit Financial Group
Georgia
$1.13M -$1.32M -19,147 -54%
OPA
194
Old Port Advisors
Maine
$1.12M -$167K -2,419 -13%
CFA
195
Cahill Financial Advisors
Minnesota
$1.12M -$45.8K -665 -4%
OAM
196
Occidental Asset Management
California
$1.08M – – –
GWAG
197
Garrett Wealth Advisory Group
Texas
$1.06M -$239K -3,464 -18%
AP
198
Advisors Preferred
Maryland
$1.06M +$1.06M +15,400 New
VCM
199
Virtue Capital Management
Tennessee
$1.05M -$1.9M -27,524 -64%
VFA
200
Voya Financial Advisors
Connecticut
$1.02M -$12.9K -188 -1%
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