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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 %
AIC
251
Ameritas Investment Company
Nebraska
$889K 10,669 +10,669 New
SAM
252
SignalPoint Asset Management
Missouri
$888K 10,657 -3,139 -23%
FMC
253
First Merchants Corp
Indiana
$888K 10,650 – –
CA
254
Calton & Associates
Florida
$882K 10,579 -1,390 -12%
BMCM
255
Burns Matteson Capital Management
New York
$869K 10,427 -770 -7%
CG
256
Colony Group
Massachusetts
$859K 10,311 -1,553 -13%
CA
257
CGN Advisors
Kansas
$856K 10,271 -846 -8%
SMG
258
Smart Money Group
Texas
$841K 10,087 +10,087 New
CCT
259
Capital City Trust
Florida
$834K 10,008 – –
BJL
260
Brighton Jones LLC
Washington
$825K 9,900 -938 -9%
FFS
261
Founders Financial Securities
Maryland
$812K 9,741 +3,634 +60%
GWAG
262
Garrett Wealth Advisory Group
Texas
$811K 9,736 -1,459 -13%
LFASL
263
Lugano Financial Advisors SA (LFA)
Switzerland
$794K 9,523 -12,072 -56%
DADC
264
D.A. Davidson & Co
Montana
$794K 9,526 +3,246 +52%
SS
265
Sunbelt Securities
Texas
$792K 9,499 +1,105 +13%
ANTB
266
AMG National Trust Bank
Colorado
$786K 9,420 +114 +1%
EGA
267
E&G Advisors
Texas
$785K 9,424 -20 -0.2%
NFG
268
Nations Financial Group
Iowa
$785K 9,420 +1,100 +13%
SDWMA
269
Schneider Downs Wealth Management Advisors
Pennsylvania
$781K 9,373 +6,166 +192%
KFI
270
Key Financial Inc
Pennsylvania
$770K 9,240 +3,097 +50%
EP
271
Eudaimonia Partners
Tennessee
$751K 9,013 +2,436 +37%
WP
272
WealthSource Partners
California
$739K 8,871 -4 -0%
HCM
273
Hengehold Capital Management
Ohio
$733K 8,793 -5,100 -37%
Bank Julius Baer & Co
274
Bank Julius Baer & Co
Switzerland
$733K 8,800 -5 -0.1%
PFA
275
Paradigm Financial Advisors
Missouri
$732K 8,788 +8,788 New
9 10
11
12 13