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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 %
RA
451
Reby Advisors
Connecticut
$27K +$27K +325 New
SFPG
452
Stonebridge Financial Planning Group
Florida
$25K – – –
FPCG
453
Fort Pitt Capital Group
Pennsylvania
$24K +$24K +287 New
ACA
454
Aptus Capital Advisors
Alabama
$23K -$220K -2,674 -91%
PWPS
455
Pinnacle Wealth Planning Services
Ohio
$20K +$20K +242 New
FDCDDQ
456
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17.4K – – –
CCA
457
Column Capital Advisors
Indiana
$17K – – –
DWP
458
Destiny Wealth Partners
Florida
$17K +$17K +203 New
AIP
459
Ameritas Investment Partners
Nebraska
$16K +$236 +3 +2%
MPWT
460
MassMutual Private Wealth & Trust
Connecticut
$16K +$16K +198 New
FF
461
FourThought Financial
Florida
$16K +$16K +200 New
TC
462
Truvestments Capital
Florida
$16K +$16K +202 New
GI
463
Gradient Investments
Minnesota
$15K – – –
MCM
464
McMillion Capital Management
North Carolina
$15K +$15K +180 New
KIG
465
Kessler Investment Group
Indiana
$14K – – –
KFAA
466
Klaas Financial Asset Advisors
Illinois
$13K +$13K +152 New
CAAS
467
Capital Asset Advisory Services
Michigan
$13K +$13K +158 New
NFSG
468
Newbridge Financial Services Group
Florida
$11K +$3.56K +44 +48%
AA
469
Ancora Advisors
Ohio
$10K -$2.88K -36 -22%
AIC
470
Archer Investment Corporation
Indiana
$8.28K – – –
FFA
471
Founders Financial Alliance
North Carolina
$8K – – –
PCG
472
Private Capital Group
Connecticut
$8K +$8K +95 New
CWP
473
Concord Wealth Partners
Virginia
$8K +$8K +100 New
TRCT
474
Tower Research Capital (TRC)
New York
$8K +$8K +100 New
KCM
475
Kathmere Capital Management
Pennsylvania
$7K – – –
17 18
19
20 21