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SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

480 hedge funds and large institutions have $3.87B invested in SPDR Bloomberg Convertible Securities ETF in 2021 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 162 increasing their positions, 182 reducing their positions, and 54 closing their positions.

Holders
480
Holders Change
+3
Holders Change %
+0.63%
% of All Funds
8.45%
Holding in Top 10
34
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.53%
% of All Funds
0.6%
New
64
Increased
162
Reduced
182
Closed
54
Calls
$9.04M
Puts
$34.6M
Net Calls
-$25.6M
Net Calls Change
-$8.44M

Top Buyers

1
HI
1
Horizon Investments
North Carolina
$40.1M
2
FIG
2
FundX Investment Group
California
$43.7M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$30.2M
4
SH
4
SeaTown Holdings
Singapore
$28.6M
5
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$21.6M

Top Sellers

1
SS
1
Simplicity Solutions
Minnesota
$0
2
AssetMark Inc
2
AssetMark Inc
California
$93.6M
3
State Street
3
State Street
Massachusetts
$0
4
SG Americas Securities
4
SG Americas Securities
New York
$0
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$36.9M
Name Market Value Shares Shares
Change 		Shares
Change %
VFA
226
Voya Financial Advisors
Connecticut
$1.17M 14,246 -655 -4%
GSEP
227
Golden State Equity Partners
California
$1.16M 13,912 +588 +4%
CCM
228
Covington Capital Management
California
$1.12M 13,388 +140 +1%
SPC
229
Sigma Planning Corp
Michigan
$1.12M 13,375 +982 +8%
SW
230
SteelPeak Wealth
California
$1.11M 13,268 +296 +2%
BOS
231
Bank of Stockton
California
$1.1M 13,155 +820 +7%
IB
232
Intrust Bank
Kansas
$1.08M 12,944 – –
SCG
233
Sonata Capital Group
Washington
$1.07M 12,850 +515 +4%
Baird Financial Group
234
Baird Financial Group
Wisconsin
$1.06M 12,655 +1,182 +10%
MSAM
235
Moloney Securities Asset Management
Missouri
$1.03M 12,405 -489 -4%
VFA
236
Values First Advisors
Tennessee
$1.03M 12,380 +10 +0.1%
SWIG
237
Strategic Wealth Investment Group
Kentucky
$1.01M 12,080 -1,446 -11%
MP
238
McDonald Partners
Ohio
$1.01M 12,053 -119 -1%
RW
239
RVW Wealth
California
$1M 9,124 – –
CCG
240
Chatham Capital Group
Georgia
$988K 11,850 +700 +6%
JWCA
241
J.W. Cole Advisors
Florida
$981K 11,772 +827 +8%
SAS
242
Sanford Advisory Services
Michigan
$959K 11,510 +2 +0%
MC
243
Moors & Cabot
Massachusetts
$948K 11,381 -486 -4%
BF
244
BOK Financial
Oklahoma
$928K 11,137 +3,505 +46%
CFAM
245
Center For Asset Management
Florida
$920K 11,043 +955 +9%
TSS
246
Two Sigma Securities
New York
$917K 11,007 +11,007 New
Lazard Asset Management
247
Lazard Asset Management
New York
– – – –
LWM
248
Loveless Wealth Management
Montana
$916K 10,985 +135 +1%
KM
249
Kalos Management
Georgia
$913K 11,136 -316 -3%
GTAM
250
Global Trust Asset Management
Florida
$899K 10,789 -10,570 -49%
8 9
10
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