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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.

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
1
Bessemer Group
New Jersey
$105M
2
AWM
2
AE Wealth Management
Kansas
$66.5M
3
SS
3
Simplicity Solutions
Minnesota
$62.9M
4
AssetMark Inc
4
AssetMark Inc
California
$153M
5
SG Americas Securities
5
SG Americas Securities
New York
$28.4M

Top Sellers

1
HI
1
Horizon Investments
North Carolina
$0
2
HNB
2
Huntington National Bank
Ohio
$19.1M
3
QI
3
QS Investors
New York
$61.4M
4
BCM
4
Bluefin Capital Management
New York
$0
5
MFM
5
MD Financial Management
Ontario, Canada
$72.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
51
Creative Planning
Kansas
$15.7M 189,487 +90,348 +91%
JIR
52
James Investment Research
Ohio
$15.7M 189,245 +3,443 +2%
HIM
53
Hanlon Investment Management
New Jersey
$15.6M 187,435 +85,406 +84%
SI
54
Stephens Inc
Arkansas
$15.1M 182,929 -23,114 -11%
RWA
55
River Wealth Advisors
Pennsylvania
$13.9M 167,661 +13,542 +9%
HPWA
56
Hall Private Wealth Advisors
North Carolina
$13.8M 166,294 +166,294 New
KAS
57
Kestra Advisory Services
Texas
$13.6M 163,633 +29,814 +22%
NAM
58
NTV Asset Management
West Virginia
$13M 157,527 -4,793 -3%
WPW
59
Waldron Private Wealth
Pennsylvania
$13M 157,206 -111,962 -42%
MML Investors Services
60
MML Investors Services
Massachusetts
$12.7M 153,991 +5,566 +4%
Cetera Investment Advisers
61
Cetera Investment Advisers
Illinois
$12.5M 151,447 +144,463 +2,068%
MBT
62
Montecito Bank & Trust
California
$12.3M 148,129 -1,931 -1%
HighTower Advisors
63
HighTower Advisors
Illinois
$12.3M 148,091 +61,014 +70%
XF
64
XML Financial
Maryland
$11.9M 143,414 +3,494 +2%
RJA
65
Raymond James & Associates
Florida
$11.6M 140,534 -31,467 -18%
BAM
66
BTS Asset Management
Massachusetts
$11.4M 137,341 +124,448 +965%
SEI Investments
67
SEI Investments
Pennsylvania
$11.2M 134,921 +651 +0.5%
UIA
68
UBP Investment Advisors
Switzerland
$10.8M 130,088 +62,089 +91%
GIM
69
Goelzer Investment Management
Indiana
$10.7M 128,766 -3,031 -2%
HW
70
Hedeker Wealth
Illinois
$10.5M 126,779 +126,779 New
NC
71
NewSquare Capital
Pennsylvania
$10.4M 125,283 -11,533 -8%
OWA
72
Octavia Wealth Advisors
Ohio
$9.85M 118,940 +118,940 New
AP
73
Advisors Preferred
Maryland
$9.68M 117,581 +102,181 +664%
GFG
74
Greystone Financial Group
Michigan
$9.54M 105,185 +105,185 New
TW
75
Towerpoint Wealth
California
$9.24M 111,582 -11,112 -9%
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