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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.

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
1
AssetMark Inc
California
$102M
2
IA
2
IndexIQ Advisors
New York
$77.4M
3
Deutsche Bank
3
Deutsche Bank
Germany
$116M
4
Goldman Sachs
4
Goldman Sachs
New York
$42.5M
5
TCM
5
Tradewinds Capital Management
Washington
$19.5M

Top Sellers

1
HI
1
Horizon Investments
North Carolina
$27M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$15.9M
3
AWM
3
AE Wealth Management
Kansas
$6.36M
4
SS
4
Simplicity Solutions
Minnesota
$6.19M
5
PWAG
5
Polaris Wealth Advisory Group
California
$38.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$247M 3,589,335 -100,365 -3%
Morgan Stanley
2
Morgan Stanley
New York
$203M 2,952,352 +1,573 +0.1%
Wells Fargo
3
Wells Fargo
California
$162M 2,352,868 +22,527 +1%
Deutsche Bank
4
Deutsche Bank
Germany
$116M 1,677,204 +390,785 +30%
AssetMark Inc
5
AssetMark Inc
California
$102M 1,476,319 +1,311,162 +794%
HCM
6
Howard Capital Management
Georgia
$97.1M 1,408,188 +16,553 +1%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$83.7M 1,214,907 +3,937 +0.3%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$83.3M 1,208,991 -186,258 -13%
IA
9
IndexIQ Advisors
New York
$77.4M 1,123,397 +695,601 +163%
UBS Group
10
UBS Group
Switzerland
$71M 1,030,585 -30,853 -3%
MFM
11
MD Financial Management
Ontario, Canada
$68.7M 996,804 +46,375 +5%
Ameriprise
12
Ameriprise
Minnesota
$61.3M 888,266 +15,949 +2%
CCA
13
Conservest Capital Advisors
Pennsylvania
$61.2M 888,196 -7,967 -0.9%
QI
14
QS Investors
New York
$61M 885,106 -204,329 -19%
LPL Financial
15
LPL Financial
California
$52.7M 765,633 +69,140 +10%
Osaic Holdings
16
Osaic Holdings
Arizona
$46.6M 677,562 +19,298 +3%
Goldman Sachs
17
Goldman Sachs
New York
$42.5M 617,230 +288,422 +88%
PWAG
18
Polaris Wealth Advisory Group
California
$38.2M 546,248 -304,811 -36%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$35.5M 514,794 +85,048 +20%
BPC
20
Banque Pictet & Cie
Switzerland
$33.9M 492,700 -15,097 -3%
PNAA
21
Pictet North America Advisors
Switzerland
$33.6M 487,472 -16,155 -3%
State Street
22
State Street
Massachusetts
$29.8M 432,045 -242,244 -36%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$29.3M 424,802 +103,882 +32%
GC
24
Guggenheim Capital
Illinois
$28.9M 419,937 +2,487 +0.6%
IWS
25
Insight Wealth Strategies
California
$28.4M 411,644 +158,494 +63%
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