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SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

477 hedge funds and large institutions have $4.01B invested in SPDR Bloomberg Convertible Securities ETF in 2020 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 154 increasing their positions, 151 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
477
Holders Change
+78
Holders Change %
+19.55%
% of All Funds
8.46%
Holding in Top 10
38
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+40.74%
% of All Funds
0.67%
New
108
Increased
154
Reduced
151
Closed
25
Calls
$6.2M
Puts
$23.3M
Net Calls
-$17.1M
Net Calls Change
-$18.7M

Top Buyers

1
Bessemer Group
Bessemer Group
New Jersey
$105M
2
AWM
AE Wealth Management
Kansas
$66.5M
3
SS
Simplicity Solutions
Minnesota
$62.9M
4
AssetMark Inc
AssetMark Inc
California
$153M
5
SG Americas Securities
SG Americas Securities
New York
$28.4M

Top Sellers

1
HI
Horizon Investments
North Carolina
$0
2
HNB
Huntington National Bank
Ohio
$19.1M
3
QI
QS Investors
New York
$61.4M
4
BCM
Bluefin Capital Management
New York
$0
5
MFM
MD Financial Management
Ontario, Canada
$72.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSL
226
Mackay Shields LLC
New York
$1.21M +$1.21M +14,669 New
MIAN
227
Mariner Independent Advisor Network
Kansas
$1.2M +$256K +3,091 +27%
CWM
228
Connecticut Wealth Management
Connecticut
$1.2M -$325K -3,925 -21%
BOTW
229
Bank of the West
California
$1.17M +$1.17M +14,125 New
WEC
230
Winslow Evans & Crocker
Massachusetts
$1.16M +$668K +10,264 +137%
HCM
231
Hengehold Capital Management
Ohio
$1.15M – – –
SAM
232
SignalPoint Asset Management
Missouri
$1.14M -$57.3K -692 -5%
SWIG
233
Strategic Wealth Investment Group
Kentucky
$1.12M +$47.8K +577 +4%
TFA
234
Tranquilli Financial Advisor
New Jersey
$1.12M +$1.12M +13,510 New
GSEP
235
Golden State Equity Partners
California
$1.1M +$1.1M +13,324 New
CCM
236
Covington Capital Management
California
$1.1M +$170K +2,050 +18%
SW
237
SteelPeak Wealth
California
$1.07M +$14.4K +174 +1%
IB
238
Intrust Bank
Kansas
$1.07M – – –
MSAM
239
Moloney Securities Asset Management
Missouri
$1.07M +$90.4K +1,093 +9%
DIA
240
Dana Investment Advisors
Wisconsin
$1.04M -$75.7K -915 -7%
SPC
241
Sigma Planning Corp
Michigan
$1.03M -$124K -1,497 -11%
VFA
242
Values First Advisors
Tennessee
$1.02M -$59K -713 -5%
TPWA
243
TRUE Private Wealth Advisors
Oregon
$1.02M +$936K +11,309 +1,064%
SCG
244
Sonata Capital Group
Washington
$1.02M +$24.8K +300 +2%
BOS
245
Bank of Stockton
California
$1.02M +$143K +1,725 +16%
RWP
246
RWA Wealth Partners
Massachusetts
$1.01M +$1.01M +12,207 New
MP
247
McDonald Partners
Ohio
$1.01M +$1.01M +12,172 New
RW
248
RVW Wealth
California
$1M +$3.18K +29 +0.3%
CA
249
Calton & Associates
Florida
$991K +$10K +121 +1%
MC
250
Moors & Cabot
Massachusetts
$982K -$132K -1,600 -12%
8 9
10
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