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 %
First Trust Advisors
501
First Trust Advisors
Illinois
– – -21,571 Closed
LA
502
Latitude Advisors
Florida
– – -20,439 Closed
GM
503
GeoWealth Management
Illinois
– – -15,283 Closed
MSL
504
Mackay Shields LLC
New York
– – -14,669 Closed
DIA
505
Dana Investment Advisors
Wisconsin
– – -12,540 Closed
RWP
506
RWA Wealth Partners
Massachusetts
– – -12,207 Closed
3AM
507
3EDGE Asset Management
Florida
– – -9,573 Closed
FSA
508
Financial Sense Advisors
California
– – -8,803 Closed
FIM
509
Freedom Investment Management
Connecticut
– – -7,886 Closed
Calamos Advisors
510
Calamos Advisors
Illinois
– – -5,375 Closed
UAS
511
United Asset Strategies
New York
– – -4,741 Closed
Kovitz Investment Group Partners
512
Kovitz Investment Group Partners
Illinois
– – -4,506 Closed
Wolverine Trading
513
Wolverine Trading
Illinois
– – -4,280 Closed
HAS
514
HBW Advisory Services
California
– – -3,862 Closed
NPP
515
New Potomac Partners
Maryland
– – -3,750 Closed
CCM
516
Crabel Capital Management
California
– – -3,296 Closed
LTI
517
Laffer Tengler Investments
Tennessee
– – -3,283 Closed
FAIM
518
Financial Advocates Investment Management
Washington
– – -2,771 Closed
W
519
WealthOne
New York
– – -2,760 Closed
UCFA
520
United Capital Financial Advisors
Texas
– – -2,616 Closed
MGIA
521
Moneta Group Investment Advisors
Missouri
– – -2,573 Closed
LWAC
522
Laurel Wealth Advisors (California)
California
– – -2,537 Closed
SIAG
523
Safeguard Investment Advisory Group
California
– – -1,370 Closed
SWM
524
Selective Wealth Management
Virginia
– – -800 Closed
TIAM2
525
Tru Independence Asset Management 2
Oregon
– – -524 Closed
18 19 20
21
22