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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 %
AP
351
Advisors Preferred
Maryland
$321K 41,390 -76,191 -65%
IAS
352
IMA Advisory Services
Colorado
$316K 3,792 +117 +3%
MAM
353
McCarthy Asset Management
California
$315K 3,778 +3 +0.1%
RCA
354
Reitz Capital Advisors
Michigan
$313K 3,750 -1,430 -28%
CFD
355
Creative Financial Designs
Indiana
$312K 3,739 -3,767 -50%
SFG
356
Summit Financial Group
West Virginia
$304K 3,650 -359 -9%
QC
357
QCM Cayman
Texas
$303K 3,638 +3,638 New
CFB
358
Cullen/Frost Bankers
Texas
$302K 3,624 -413 -10%
RG
359
Retirement Group
California
$300K 3,594 -457 -11%
GC
360
Grace Capital
Massachusetts
$298K 3,578 -1,854 -34%
MIM
361
Moseley Investment Management
Florida
$297K 3,569 – –
MAFM
362
Mid Atlantic Financial Management
Pennsylvania
$297K 3,566 +3,566 New
HFA
363
Hoover Financial Advisors
Pennsylvania
$296K 3,608 +1,892 +110%
BFO
364
Boston Family Office
Massachusetts
$292K 3,510 – –
KWMG
365
King Wealth Management Group
Florida
$286K 3,431 -38 -1%
HIMC
366
Heritage Investors Management Corp
Maryland
$283K 3,393 -531 -14%
BCM
367
Brookstone Capital Management
Illinois
$283K 3,398 +3,398 New
BCM
368
Brasada Capital Management
Texas
$281K 3,375 +3,375 New
CAL
369
Capital Analysts LLC
Pennsylvania
$280K 3,358 -50,912 -94%
1IA
370
1834 Investment Advisors
Wisconsin
$278K 3,339 – –
HB
371
Homrich & Berg
Georgia
$276K 3,314 – –
ST
372
Sabal Trust
Florida
$269K 3,225 – –
SFP
373
Strategic Financial Partners
Oregon
$267K 3,202 +1 +0%
SW
374
StrongBox Wealth
Missouri
$266K 3,192 -5,455 -63%
SAG
375
Spotlight Asset Group
Illinois
$264K 3,169 -1,735 -35%
13 14
15
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