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SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

488 hedge funds and large institutions have $4.23B invested in SPDR Bloomberg Convertible Securities ETF in 2021 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 195 increasing their positions, 155 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
488
Holders Change
-4
Holders Change %
-0.81%
% of All Funds
8.57%
Holding in Top 10
33
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.13%
% of All Funds
0.58%
New
45
Increased
195
Reduced
155
Closed
40
Calls
$350M
Puts
$129M
Net Calls
+$221M
Net Calls Change
+$235M

Top Buyers

1
AWM
AE Wealth Management
Kansas
$77.7M
2
Franklin Resources
Franklin Resources
California
$48.2M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$177M
4
GM
GeoWealth Management
Illinois
$24.2M
5
B
Barings
North Carolina
$24.4M

Top Sellers

1
Jane Street
Jane Street
New York
$4.29M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$728K
3
MFM
MD Financial Management
Ontario, Canada
$59.6M
4
HNB
Huntington National Bank
Ohio
$19.2M
5
Barclays
Barclays
United Kingdom
$27.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWP
476
Concord Wealth Partners
Virginia
$9K – – –
AIC
477
Archer Investment Corporation
Indiana
$8.54K – – –
FFA
478
Founders Financial Alliance
North Carolina
$8K – – –
TWM
479
Tradition Wealth Management
Minnesota
$6K – – –
TFGT
480
TS Financial Group (TSFG)
Illinois
$6K – – –
GI
481
Gradient Investments
Minnesota
$5K -$3.87K -48 -44%
NC
482
NewSquare Capital
Pennsylvania
$5K -$339 -4 -6%
LPWM
483
Lake Point Wealth Management
Texas
$5K – – –
AA
484
Ancora Advisors
Ohio
$5K – – –
TRCT
485
Tower Research Capital (TRC)
New York
$5K +$5K +57 New
NFSG
486
Newbridge Financial Services Group
Florida
$4K -$5.55K -68 -58%
DWP
487
Destiny Wealth Partners
Florida
$4K +$4K +52 New
TFA
488
Toth Financial Advisory
Virginia
$2K – – –
MA
489
Montag & Associates
Georgia
$2K – – –
TFA
490
Transamerica Financial Advisors
Florida
$1K – – –
1IA
491
1834 Investment Advisors
Wisconsin
$1K – – –
Verition Fund Management
492
Verition Fund Management
Connecticut
– -$7.13M -82,148 Closed
ONST
493
Old North State Trust
North Carolina
– -$6.02M -69,445 Closed
Nomura Asset Management
494
Nomura Asset Management
Japan
– -$4.86M -56,070 Closed
SIA
495
SkyView Investment Advisors
New Jersey
– -$3.3M -39,571 Closed
PWM
496
PRW Wealth Management
Massachusetts
– -$2.78M -32,063 Closed
Capstone Investment Advisors
497
Capstone Investment Advisors
New York
– -$2.36M -27,200 Closed
WAM
498
Wolverine Asset Management
Illinois
– -$1.8M -20,720 Closed
BCM
499
Brookstone Capital Management
Illinois
– -$1.39M -16,125 Closed
CS
500
Credit Suisse
Switzerland
– -$1.3M -15,000 Closed
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