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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 %
RF
376
Robbins Farley
New Hampshire
$263K 3,209 +3,209 New
NNP
377
Nachman Norwood & Parrott
South Carolina
$261K 3,135 +105 +3%
CIBC Private Wealth Group
378
CIBC Private Wealth Group
Georgia
$259K 3,109 -2 -0.1%
JWCA
379
J.W. Coons Advisors
Ohio
$259K 3,086 +3,086 New
CIAS
380
Capital Investment Advisory Services
North Carolina
$257K 3,079 -203 -6%
FEM
381
Fulcrum Equity Management
Texas
$252K 3,025 -497 -14%
AWM
382
Affinity Wealth Management
Delaware
$252K 3,000 – –
RHP
383
Royal Harbor Partners
Texas
$251K 3,012 +6 +0.2%
WAG
384
Winthrop Advisory Group
Massachusetts
$248K 2,984 – –
MNBTD
385
Moody National Bank Trust Division
Texas
$246K 2,957 -69 -2%
MA
386
MUFG Americas
New York
$245K 2,942 – –
ANBT
387
American National Bank & Trust
Texas
$238K 2,851 -166 -6%
IIA
388
IPG Investment Advisors
California
$238K 2,850 +350 +14%
PSUF
389
People's United Financial
Connecticut
$235K 2,824 – –
IHL
390
Investment House LLC
California
$232K 2,785 -400 -13%
PAMG
391
Patton Albertson Miller Group
Tennessee
$230K 2,756 – –
FIA
392
Foundations Investment Advisors
Arizona
$222K 2,615 -47 -2%
QCM
393
Quest Capital Management
Texas
$220K 2,645 – –
PCS
394
Personal CFO Solutions
New Jersey
$220K 2,642 +2,642 New
WFA
395
Wells Financial Advisors
Massachusetts
$214K 2,570 – –
AWA
396
Arkadios Wealth Advisors
Georgia
$213K 2,561 +1,861 +266%
CIBC World Market
397
CIBC World Market
Ontario, Canada
$211K 2,529 -300 -11%
TF
398
Trek Financial
Arizona
$210K 2,519 -15,229 -86%
MWM
399
Meridian Wealth Management
Kentucky
$209K 2,505 -50 -2%
PWM
400
PBMares Wealth Management
Virginia
$209K 2,504 – –
14 15
16
17 18