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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 %
BNP Paribas Financial Markets
476
BNP Paribas Financial Markets
France
$6.71K – – –
TWM
477
Tradition Wealth Management
Minnesota
$6K +$6K +67 New
TFGT
478
TS Financial Group (TSFG)
Illinois
$5K – – –
FHA
479
First Horizon Advisors
Tennessee
$5K +$1.13K +16 +29%
TFA
480
Toth Financial Advisory
Virginia
$2K – – –
HI
481
Horizon Investments
North Carolina
– -$27M -393,083 Closed
Verition Fund Management
482
Verition Fund Management
Connecticut
– -$3.92M -56,883 Closed
PIA
483
Powell Investment Advisors
Florida
– -$2.32M -33,680 Closed
QFA
484
Quattro Financial Advisors
Texas
– -$1.89M -26,493 Closed
Renaissance Technologies
485
Renaissance Technologies
New York
– -$1.66M -24,100 Closed
CWM
486
Cordatus Wealth Management
Pennsylvania
– -$1.38M -20,031 Closed
BCM
487
Barometer Capital Management
Ontario, Canada
– -$1.16M -16,900 Closed
MFG
488
Merit Financial Group
Georgia
– -$1.13M -16,463 Closed
AAS
489
Avantax Advisory Services
Texas
– -$847K -12,223 Closed
Capstone Investment Advisors
490
Capstone Investment Advisors
New York
– -$643K -9,331 Closed
AIP
491
Almanack Investment Partners
Pennsylvania
– -$554K -7,709 Closed
MCM
492
Maryland Capital Management
Maryland
– -$529K -7,679 Closed
BFA
493
Beaumont Financial Advisors
Massachusetts
– -$351K -5,091 Closed
Susquehanna International Group
494
Susquehanna International Group
Pennsylvania
– -$339K -4,926 Closed
TF
495
Tompkins Financial
New York
– -$310K -4,500 Closed
BBHC
496
Brown Brothers Harriman & Co
New York
– -$308K -4,476 Closed
TSS
497
Two Sigma Securities
New York
– -$217K -3,146 Closed
WCG
498
Weaver Consulting Group
California
– -$130K -1,887 Closed
QCG
499
Quadrant Capital Group
Ohio
– -$49K -716 Closed
FHA
500
Flagship Harbor Advisors
Massachusetts
– -$33K -490 Closed
17 18 19
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