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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 %
KWA
301
KCS Wealth Advisory
California
$495K 5,934 -229 -4%
FHA
302
Flagship Harbor Advisors
Massachusetts
$495K 5,944 +5,944 New
EIP
303
Ellis Investment Partners
Pennsylvania
$493K 5,909 +11 +0.2%
HA
304
Harfst & Associates
Wyoming
$491K 5,900 +5,900 New
KF
305
Krilogy Financial
Missouri
$488K 5,853 +12 +0.2%
IWM
306
IHT Wealth Management
Illinois
$487K 5,842 +2,024 +53%
Bank of New York Mellon
307
Bank of New York Mellon
New York
$482K 5,780 -24 -0.4%
EWM
308
Evercore Wealth Management
New York
$477K 5,714 – –
LGA
309
Lebenthal Global Advisors
New York
$475K 5,707 +458 +9%
AL
310
Aspiriant LLC
California
$467K 5,605 +2,353 +72%
AWM
311
Aevitas Wealth Management
Massachusetts
$467K 5,600 +5,600 New
WSTAM
312
Wilbanks Smith & Thomas Asset Management
Virginia
$462K 5,547 +5,547 New
BCP
313
Blackhawk Capital Partners
Wisconsin
$449K 5,426 +162 +3%
BFG
314
Berger Financial Group
Minnesota
$448K 5,376 -2,779 -34%
CPA
315
Court Place Advisors
Maryland
$446K 5,350 – –
IWC
316
Integrated Wealth Concepts
Massachusetts
$445K 5,335 +251 +5%
CST
317
Charles Schwab Trust
Nevada
$431K 5,109 – –
OCM
318
Orion Capital Management
California
$417K 5,006 – –
RP
319
Riverbridge Partners
Minnesota
$417K 5,000 – –
OIA
320
OneDigital Investment Advisors
Kansas
$414K 4,964 -287 -5%
COF
321
Capital One Financial
Virginia
$412K 4,939 -795 -14%
AA
322
AlphaCentric Advisors
Puerto Rico
$410K 4,914 +8 +0.2%
JG
323
Jefferies Group
New York
$403K 4,830 +4,830 New
VCM
324
Virtue Capital Management
Tennessee
$399K 4,790 -3,408 -42%
FIM
325
Fernwood Investment Management
Massachusetts
$398K 4,778 -1,854 -28%
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