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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 %
PPP
276
Private Portfolio Partners
New Jersey
$727K 8,718 +361 +4%
FHC
277
First Heartland Consultants
Missouri
$710K 8,523 +4,044 +90%
SWM
278
Spire Wealth Management
Virginia
$709K 8,511 +8,511 New
PCWA
279
Pacific Capital Wealth Advisors
California
$708K 8,494 – –
SRC
280
Sage Rhino Capital
California
$701K 8,408 -10,265 -55%
CCFM
281
Clear Creek Financial Management
Washington
$701K 8,241 -7,558 -48%
GP
282
Geneva Partners
Wisconsin
$632K 7,579 -46 -0.6%
FWM
283
Focused Wealth Management
New York
$632K 7,580 +293 +4%
AWA
284
Acorn Wealth Advisors
Michigan
$627K 7,527 +216 +3%
NFG
285
Next Financial Group
Texas
$626K 6,585 -768 -10%
TCM
286
Telos Capital Management
California
$609K 7,310 -12 -0.2%
M&T Bank
287
M&T Bank
New York
$599K 7,181 -4,190 -37%
GCMG
288
Gyroscope Capital Management Group
Florida
$596K 7,154 -908 -11%
PWMAG
289
Pinnacle Wealth Management Advisory Group
New Jersey
$596K 7,155 +1,875 +36%
BPCE
290
Bank Pictet & Cie (Europe)
Germany
$569K 6,825 – –
CTFG
291
Capstone Triton Financial Group
Oklahoma
$561K 6,734 +1,476 +28%
PFGIA
292
Patriot Financial Group Insurance Agency
Massachusetts
$542K 6,504 +62 +1%
Fifth Third Bancorp
293
Fifth Third Bancorp
Ohio
$533K 6,398 -40 -0.6%
Fidelity Investments
294
Fidelity Investments
Massachusetts
$522K 6,256 +935 +18%
EFL
295
ERn Financial LLC
Wisconsin
$520K 6,239 -118 -2%
Manulife (Manufacturers Life Insurance)
296
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$517K 6,200 -58,509 -90%
EFS
297
Essex Financial Services
Connecticut
$508K 6,097 +301 +5%
VSWA
298
Vontobel Swiss Wealth Advisors
Switzerland
$508K 6,091 +6,091 New
SAM
299
Strategy Asset Managers
California
$502K 6,018 -458 -7%
EWA
300
EP Wealth Advisors
California
$501K 6,014 +6,014 New
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12
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