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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 %
CG
251
Colony Group
Massachusetts
$982K -$8.28K -100 -0.8%
SAS
252
Sanford Advisory Services
Michigan
$953K +$953K +11,508 New
DIM
253
Delta Investment Management
California
$953K +$953K +11,518 New
Baird Financial Group
254
Baird Financial Group
Wisconsin
$950K -$56K -676 -6%
KM
255
Kalos Management
Georgia
$948K +$87.6K +1,058 +10%
EVM
256
Eaton Vance Management
Massachusetts
$943K +$41.3K +499 +5%
M&T Bank
257
M&T Bank
New York
$942K +$28.4K +343 +3%
GW
258
GW & Wade
Massachusetts
$940K +$940K +11,355 New
GWAG
259
Garrett Wealth Advisory Group
Texas
$927K -$352K -4,247 -28%
BMCM
260
Burns Matteson Capital Management
New York
$927K +$927K +11,197 New
CCG
261
Chatham Capital Group
Georgia
$923K +$8.28K +100 +0.9%
CA
262
CGN Advisors
Kansas
$920K +$920K +11,117 New
Lazard Asset Management
263
Lazard Asset Management
New York
$910K -$757K – –
JWCA
264
J.W. Cole Advisors
Florida
$906K +$251K +3,029 +38%
LWM
265
Loveless Wealth Management
Montana
$898K +$8.28K +100 +0.9%
BJL
266
Brighton Jones LLC
Washington
$897K -$56K -677 -6%
FMC
267
First Merchants Corp
Indiana
$882K +$53.8K +650 +7%
CFAM
268
Center For Asset Management
Florida
$835K +$835K +10,088 New
CCT
269
Capital City Trust
Florida
$829K -$212K -2,560 -20%
3AM
270
3EDGE Asset Management
Florida
$793K +$201K +2,430 +34%
EGA
271
E&G Advisors
Texas
$782K – – –
ANTB
272
AMG National Trust Bank
Colorado
$770K +$386K +4,663 +100%
WP
273
WealthSource Partners
California
$735K – – –
Bank Julius Baer & Co
274
Bank Julius Baer & Co
Switzerland
$729K +$414 +5 +0.1%
FSA
275
Financial Sense Advisors
California
$729K +$729K +8,803 New
9 10
11
12 13