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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 %
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$37.9M 455,222 +8,550 +2%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$36.9M 442,684 -224,899 -34%
Schroder Investment Management Group
28
Schroder Investment Management Group
United Kingdom
$31M 371,604 +142,605 +62%
AllianceBernstein
29
AllianceBernstein
Tennessee
$30.2M 362,020 +362,020 New
IWS
30
Insight Wealth Strategies
California
$29M 347,362 -35,113 -9%
SH
31
SeaTown Holdings
Singapore
$28.6M 342,700 +342,700 New
RJFSA
32
Raymond James Financial Services Advisors
Florida
$28.5M 341,901 -36,051 -10%
Truist Financial
33
Truist Financial
North Carolina
$28.3M 339,574 -41,702 -11%
Barclays
34
Barclays
United Kingdom
$27.8M 333,370 +113,608 +52%
OAM
35
Oppenheimer Asset Management
New York
$27.3M 328,093 +7,491 +2%
GC
36
Guggenheim Capital
Illinois
$26.9M 322,394 -64,730 -17%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$23.8M 285,110 -47,203 -14%
TCM
38
Tradewinds Capital Management
Washington
$23.6M 282,741 +7,613 +3%
FBB
39
Fulton Breakefield Broenniman
Maryland
$23.5M 281,982 +37,500 +15%
Prudential Financial
40
Prudential Financial
New Jersey
$22.4M 269,142 +48,000 +22%
Jane Street
41
Jane Street
New York
$22.3M 267,820 -35,180 -12%
PI
42
PFS Investments
Georgia
$21.6M 259,179 +44,608 +21%
HWAM
43
Hennion & Walsh Asset Management
New Jersey
$21.6M 259,037 +259,037 New
OC
44
Oppenheimer & Co
New York
$21.5M 258,007 -85,828 -25%
SEI Investments
45
SEI Investments
Pennsylvania
$20.1M 241,399 +106,478 +79%
HNB
46
Huntington National Bank
Ohio
– – – –
B
47
Barings
North Carolina
$18.8M 225,132 -171,833 -43%
Stifel Financial
48
Stifel Financial
Missouri
$17.2M 206,047 +14,864 +8%
KAS
49
Kestra Advisory Services
Texas
$16.9M 202,853 +39,220 +24%
HHRDM
50
H&H Retirement Design & Management
Nevada
$16.7M 196,759 +196,759 New
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