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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 %
AA
326
AlphaCentric Advisors
Puerto Rico
$406K -$34.1K -412 -8%
SAG
327
Spotlight Asset Group
Illinois
$406K +$45.1K +545 +13%
UAS
328
United Asset Strategies
New York
$393K +$6.63K +80 +2%
AF
329
Advisornet Financial
Minnesota
$389K -$19.2K -232 -5%
WP
330
WealthShield Partners
North Carolina
$382K – – –
Comerica Bank
331
Comerica Bank
Texas
$375K +$375K +4,286 New
Kovitz Investment Group Partners
332
Kovitz Investment Group Partners
Illinois
$373K +$497 +6 +0.1%
FHC
333
First Heartland Consultants
Missouri
$371K – – –
MCWS
334
McKinley Carter Wealth Services
West Virginia
$364K +$364K +4,393 New
VIM
335
Vista Investment Management
Pennsylvania
$363K -$1.82K -22 -0.5%
BCP
336
Blackhawk Capital Partners
Wisconsin
$363K +$363K +5,264 New
MAS
337
Madden Advisory Services
Florida
$362K -$32.5K -393 -8%
Wolverine Trading
338
Wolverine Trading
Illinois
$355K +$355K +4,280 New
NSB
339
Norway Savings Bank
Maine
$344K -$26.5K -320 -7%
SFA
340
Sequoia Financial Advisors
Ohio
$344K – – –
SCA
341
Snowden Capital Advisors
New York
$342K -$12.8K -154 -4%
FNBT
342
FineMark National Bank & Trust
Florida
$339K – – –
SWM
343
SeaCrest Wealth Management
New York
$336K -$993 -12 -0.3%
RG
344
Retirement Group
California
$335K -$19.1K -231 -5%
CFB
345
Cullen/Frost Bankers
Texas
$334K -$25.8K -312 -7%
SFG
346
Summit Financial Group
West Virginia
$332K -$48.9K -590 -13%
FRA
347
Frank Rimerman Advisors
California
$331K +$331K +4,000 New
UR
348
USCA RIA
Texas
$331K – – –
OCM
349
Orion Capital Management
California
$331K +$331K +5,006 New
HIMC
350
Heritage Investors Management Corp
Maryland
$325K – – –
12 13
14
15 16