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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 %
VFA
426
Valeo Financial Advisors
Indiana
$65K +$29.7K +359 +84%
SCM
427
SevenOneSeven Capital Management
Pennsylvania
$63K +$63K +755 New
LAS
428
Lloyd Advisory Services
Georgia
$58K +$57.6K +695 +13,900%
CWC
429
Carolinas Wealth Consulting
North Carolina
$58K +$58K +700 New
AWA
430
Arkadios Wealth Advisors
Georgia
$57K +$57K +700 New
FRA
431
Front Row Advisors
California
$56K – – –
COCM
432
Charter Oak Capital Management
New Hampshire
$54K +$54K +654 New
SMA
433
Sage Mountain Advisors
Georgia
$47K +$47K +569 New
WWM
434
Wagner Wealth Management
South Carolina
$47K +$47K +570 New
SAM
435
S.A. Mason
Michigan
$44K – – –
SWA
436
SOA Wealth Advisors
New York
$44K +$44K +487 New
FFG
437
Fortem Financial Group
California
$43K +$43K +515 New
TIAM2
438
Tru Independence Asset Management 2
Oregon
$43K +$43K +524 New
BCWM
439
Bartlett & Co Wealth Management
Ohio
$41.4K +$41.4K +500 New
LJHT
440
Laurie J. Hall Trustee
$41K – – –
BC
441
Bartlett & Co
Ohio
$41K +$41K +500 New
CWA
442
Clearview Wealth Advisors
Oregon
$40K +$40K +488 New
DOA
443
D'Orazio & Associates
Virginia
$39K +$502 +6 +1%
GFPC
444
Global Financial Private Client
Florida
$38.2K +$3.9K +47 +11%
HPC
445
HM Payson & Co
Maine
$34K -$33.6K -400 -50%
TFA
446
Transamerica Financial Advisors
Florida
$33K -$9.47K -111 -22%
BWM
447
Baystate Wealth Management
Massachusetts
$33K – – –
MPCG
448
Matrix Private Capital Group
New York
$32K -$65K -782 -67%
HIA
449
Harbor Investment Advisory
Maryland
$28K -$61.8K -750 -69%
PWM
450
Perigon Wealth Management
California
$27K +$27K +325 New
16 17
18
19 20