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SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

488 hedge funds and large institutions have $4.23B invested in SPDR Bloomberg Convertible Securities ETF in 2021 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 195 increasing their positions, 155 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
488
Holders Change
-4
Holders Change %
-0.81%
% of All Funds
8.57%
Holding in Top 10
33
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.13%
% of All Funds
0.58%
New
45
Increased
195
Reduced
155
Closed
40
Calls
$350M
Puts
$129M
Net Calls
+$221M
Net Calls Change
+$235M

Top Buyers

1
AWM
AE Wealth Management
Kansas
$77.7M
2
Franklin Resources
Franklin Resources
California
$48.2M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$177M
4
GM
GeoWealth Management
Illinois
$24.2M
5
B
Barings
North Carolina
$24.4M

Top Sellers

1
Jane Street
Jane Street
New York
$4.29M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$728K
3
MFM
MD Financial Management
Ontario, Canada
$59.6M
4
HNB
Huntington National Bank
Ohio
$19.2M
5
Barclays
Barclays
United Kingdom
$27.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
226
Faithward Advisors
Pennsylvania
$1.3M -$22K -258 -2%
HH
227
Hilltop Holdings
Texas
$1.28M -$494K -5,785 -28%
ACM
228
Ascendant Capital Management
California
$1.28M -$469K -5,500 -27%
CFAM
229
Center For Asset Management
Florida
$1.27M +$214K +2,509 +20%
CWM
230
Connecticut Wealth Management
Connecticut
$1.23M +$341 +4 +0%
CFA
231
Cahill Financial Advisors
Minnesota
$1.22M -$14.1K -165 -1%
NFG
232
Nations Financial Group
Iowa
$1.22M +$401K +4,699 +49%
LWM
233
Laidlaw Wealth Management
New York
$1.21M +$688K +8,064 +131%
CCM
234
Covington Capital Management
California
$1.2M +$52.1K +610 +5%
CCFM
235
Clear Creek Financial Management
Washington
$1.17M -$29.3K -371 -2%
KM
236
Kalos Management
Georgia
$1.16M +$77.7K +871 +7%
FGAM
237
Financial Gravity Asset Management
Texas
$1.16M -$207K -2,252 -15%
EP
238
Eudaimonia Partners
Tennessee
$1.14M +$275K +3,224 +32%
KFI
239
Key Financial Inc
Pennsylvania
$1.13M – – –
SCG
240
Sonata Capital Group
Washington
$1.1M – – –
MP
241
McDonald Partners
Ohio
$1.09M +$63.6K +745 +6%
VFA
242
Values First Advisors
Tennessee
$1.08M +$129K +1,511 +14%
BS
243
Banco Santander
Spain
$1.07M +$1.07M +12,533 New
RWP
244
RWA Wealth Partners
Massachusetts
$1.07M +$46.4K +544 +5%
Invesco
245
Invesco
Georgia
$1.07M -$152K -1,777 -12%
WCM
246
Windham Capital Management
Massachusetts
$1.06M +$1.06M +12,446 New
SAS
247
Sanford Advisory Services
Michigan
$1.05M +$64K +750 +7%
FCC
248
Florin Court Capital
United Kingdom
$1.03M +$1.03M +12,100 New
BOS
249
Bank of Stockton
California
$1.02M +$72.5K +850 +8%
VAG
250
VisionPoint Advisory Group
Texas
$1.02M -$2.7M -30,258 -73%
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