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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 %
FIM
201
Fernwood Investment Management
Massachusetts
$891K +$891K +14,722 New
CWM
202
Cordatus Wealth Management
Pennsylvania
$884K +$884K +14,612 New
HCM
203
Hengehold Capital Management
Ohio
$841K -$37.7K -623 -4%
CG
204
Colony Group
Massachusetts
$836K – – –
SW
205
SteelPeak Wealth
California
$831K +$31.3K +518 +4%
GC
206
Grace Capital
Massachusetts
$827K +$827K +13,672 New
BCM
207
Barometer Capital Management
Ontario, Canada
$827K +$827K +13,700 New
IB
208
Intrust Bank
Kansas
$800K – – –
HH
209
Hilltop Holdings
Texas
$791K -$388K -6,421 -33%
SWP
210
Stratos Wealth Partners
Ohio
$779K +$105K +1,736 +16%
GM
211
GeoWealth Management
Illinois
$777K +$777K +12,848 New
VFA
212
Values First Advisors
Tennessee
$770K +$6.84K +113 +0.9%
SW
213
StrongBox Wealth
Missouri
$761K -$16.7K -276 -2%
SPC
214
Sigma Planning Corp
Michigan
$758K -$2.48K -41 -0.3%
SWIG
215
Strategic Wealth Investment Group
Kentucky
$746K +$746K +12,336 New
CA
216
Calton & Associates
Florida
$745K -$450K -7,429 -38%
SCG
217
Sonata Capital Group
Washington
$728K – – –
NSB
218
Norway Savings Bank
Maine
$713K +$96.5K +1,595 +16%
MIAN
219
Mariner Independent Advisor Network
Kansas
$697K -$29.5K -484 -4%
BJL
220
Brighton Jones LLC
Washington
$696K -$968 -16 -0.1%
IFWM
221
Institute for Wealth Management
Colorado
$681K -$3.21K -53 -0.5%
JWCA
222
J.W. Cole Advisors
Florida
$677K +$677K +11,188 New
EVM
223
Eaton Vance Management
Massachusetts
$671K -$26.5K -438 -4%
CCG
224
Chatham Capital Group
Georgia
$669K -$24.2K -400 -3%
M&T Bank
225
M&T Bank
New York
$667K -$60 -1 -0%
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