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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 %
SW
276
StrongBox Wealth
Missouri
$716K -$216K -2,611 -23%
PCWA
277
Pacific Capital Wealth Advisors
California
$703K – – –
SS
278
Sunbelt Securities
Texas
$695K -$36.3K -438 -5%
PPP
279
Private Portfolio Partners
New Jersey
$692K +$57.5K +694 +9%
NFG
280
Nations Financial Group
Iowa
$689K +$13.4K +162 +2%
VCM
281
Virtue Capital Management
Tennessee
$679K -$581K -7,019 -46%
BFG
282
Berger Financial Group
Minnesota
$675K +$675K +8,155 New
DAS
283
Dynamic Advisor Solutions
Arizona
$674K +$171K +2,064 +34%
GCMG
284
Gyroscope Capital Management Group
Florida
$667K -$131K -1,589 -16%
FIM
285
Freedom Investment Management
Connecticut
$653K -$131K -1,585 -17%
BF
286
BOK Financial
Oklahoma
$632K +$27.3K +330 +5%
GP
287
Geneva Partners
Wisconsin
$631K +$6.12K +74 +1%
CFD
288
Creative Financial Designs
Indiana
$621K +$83.4K +1,008 +16%
NFG
289
Next Financial Group
Texas
$609K +$110K +1,325 +22%
TCM
290
Telos Capital Management
California
$606K +$13.2K +160 +2%
AWA
291
Acorn Wealth Advisors
Michigan
$605K +$126K +1,522 +26%
FWM
292
Focused Wealth Management
New York
$603K +$22.8K +275 +4%
BPCE
293
Bank Pictet & Cie (Europe)
Germany
$565K – – –
FIM
294
Fernwood Investment Management
Massachusetts
$549K -$19.6K -237 -3%
EP
295
Eudaimonia Partners
Tennessee
$545K -$13.3K -161 -2%
SAM
296
Strategy Asset Managers
California
$536K +$90.8K +1,097 +20%
Fifth Third Bancorp
297
Fifth Third Bancorp
Ohio
$533K -$4.73M -57,112 -90%
PFGIA
298
Patriot Financial Group Insurance Agency
Massachusetts
$533K +$46.9K +567 +10%
EFL
299
ERn Financial LLC
Wisconsin
$526K +$993 +12 +0.2%
Mercer Global Advisors
300
Mercer Global Advisors
Colorado
$523K -$157K -1,892 -23%
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12
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