CWB icon

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 %
AA
476
Ancora Advisors
Ohio
$5K 55 -70 -56%
TFGT
477
TS Financial Group (TSFG)
Illinois
$5K 65 – –
FGAM
478
Financial Gravity Asset Management
Texas
$2.11K 20,857 -5,124 -20%
TFA
479
Toth Financial Advisory
Virginia
$2K 22 – –
MA
480
Montag & Associates
Georgia
$2K 25 +25 New
BW
481
Bison Wealth
Georgia
$2K 27 +27 New
DWA
482
Dorsey Wright & Associates
California
$1.44K 17,234 -4,350 -20%
TFA
483
Transamerica Financial Advisors
Florida
$1K 7 -380 -98%
SS
484
Simplicity Solutions
Minnesota
– – -759,721 Closed
State Street
485
State Street
Massachusetts
– – -401,794 Closed
SG Americas Securities
486
SG Americas Securities
New York
– – -342,665 Closed
GIM
487
Goelzer Investment Management
Indiana
– – -128,766 Closed
GFG
488
Greystone Financial Group
Michigan
– – -105,185 Closed
BHWA
489
Beacon Harbor Wealth Advisors
Virginia
– – -100,357 Closed
TC
490
Trilogy Capital
California
– – -92,707 Closed
Bank of Nova Scotia
491
Bank of Nova Scotia
Ontario, Canada
– – -74,200 Closed
AG
492
Appleton Group
Wisconsin
– – -64,818 Closed
Citadel Advisors
493
Citadel Advisors
Florida
– – -61,739 Closed
State of Tennessee, Department of Treasury
494
State of Tennessee, Department of Treasury
Tennessee
– – -61,100 Closed
FSA
495
Financial Services Advisory
Maryland
– – -58,574 Closed
LSA
496
L & S Advisors
California
– – -37,384 Closed
TW
497
Transform Wealth
Colorado
– – -34,956 Closed
BSAM
498
Blue Sky Asset Management
Colorado
– – -34,035 Closed
FI
499
FormulaFolio Investments
Michigan
– – -30,219 Closed
QAM
500
Q3 Asset Management
Michigan
– – -29,460 Closed
18 19
20
21 22