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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 %
HCM
201
Hengehold Capital Management
Ohio
$1.03M -$50.1K -902 -5%
RWA
202
Redhawk Wealth Advisors
Minnesota
$1.01M +$129K +2,332 +15%
CCT
203
Capital City Trust
Florida
$1.01M -$256K -4,617 -20%
CWM
204
Cordatus Wealth Management
Pennsylvania
$1.01M +$1.01M +18,147 New
CAS
205
Cascadia Advisory Services
Oregon
$1M +$1M +18,039 New
Koshinski Asset Management
206
Koshinski Asset Management
Illinois
$1M +$1M +18,059 New
SAM
207
SignalPoint Asset Management
Missouri
$990K +$5.61K +101 +0.6%
CFA
208
Cahill Financial Advisors
Minnesota
$990K +$16.1K +290 +2%
William Blair & Company
209
William Blair & Company
Illinois
$983K +$40.5K +730 +4%
ACM
210
Anfield Capital Management
California
$983K +$983K +19,217 New
BRWM
211
B. Riley Wealth Management
Tennessee
$965K +$177K +3,184 +22%
VFA
212
Voya Financial Advisors
Connecticut
$956K +$23.8K +429 +3%
LFAS
213
Level Four Advisory Services
Texas
$945K +$176K +2,976 +23%
ACS
214
Archford Capital Strategies
Illinois
$937K -$20.7K -374 -2%
OAM
215
Occidental Asset Management
California
$936K – – –
CCM
216
Covington Capital Management
California
$933K +$5.55K +100 +0.6%
CCFM
217
Clear Creek Financial Management
Washington
$920K +$226K +3,949 +33%
CG
218
Colony Group
Massachusetts
$914K +$8.16K +147 +0.9%
GTAM
219
Global Trust Asset Management
Florida
$901K +$402K +7,241 +81%
Calamos Advisors
220
Calamos Advisors
Illinois
$901K +$501K +9,030 +125%
QFA
221
Quattro Financial Advisors
Texas
$886K – – –
FHC
222
First Heartland Consultants
Missouri
$884K -$782K -14,092 -47%
Millennium Management
223
Millennium Management
New York
$879K -$265K -4,780 -23%
VFA
224
Values First Advisors
Tennessee
$871K +$871K +15,687 New
BOS
225
Bank of Stockton
California
$863K -$77.6K -1,400 -8%
7 8
9
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