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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 %
AC
51
Athanor Capital
New York
$16.7M 200,000 -100,000 -33%
JIR
52
James Investment Research
Ohio
$16.5M 198,382 +9,137 +5%
JWM
53
Jackson Wealth Management
Florida
$16.5M 197,503 +197,503 New
Creative Planning
54
Creative Planning
Kansas
$15.6M 187,155 -2,332 -1%
RWA
55
River Wealth Advisors
Pennsylvania
$14.5M 174,365 +6,704 +4%
AA
56
Advisory Alpha
Michigan
$14.5M 174,172 +174,172 New
HighTower Advisors
57
HighTower Advisors
Illinois
$14.3M 171,566 +23,475 +16%
SI
58
Stephens Inc
Arkansas
$13.5M 162,261 -20,668 -11%
WPW
59
Waldron Private Wealth
Pennsylvania
$13.2M 158,843 +1,637 +1%
HIM
60
Hanlon Investment Management
New Jersey
$13.1M 156,670 -30,765 -16%
Qube Research & Technologies (QRT)
61
Qube Research & Technologies (QRT)
United Kingdom
$13M 155,955 -168,951 -52%
NAM
62
NTV Asset Management
West Virginia
$12.8M 154,024 -3,503 -2%
MML Investors Services
63
MML Investors Services
Massachusetts
$12.5M 150,295 -3,696 -2%
OPS
64
Orion Portfolio Solutions
Nebraska
$12.5M 149,915 +38,487 +35%
XF
65
XML Financial
Maryland
$11.9M 143,059 -355 -0.2%
MBT
66
Montecito Bank & Trust
California
$11.9M 143,037 -5,092 -3%
CCP
67
Cardan Capital Partners
Colorado
$11.7M 139,872 +72,474 +108%
UIA
68
UBP Investment Advisors
Switzerland
$11.1M 133,560 +3,472 +3%
OWA
69
Octavia Wealth Advisors
Ohio
$11M 132,468 +13,528 +11%
RJA
70
Raymond James & Associates
Florida
$10.7M 127,915 -12,619 -9%
HW
71
Hedeker Wealth
Illinois
$10.5M 125,795 -984 -0.8%
BRWM
72
B. Riley Wealth Management
Tennessee
$10.4M 131,773 +50,973 +63%
EH
73
Equitable Holdings
New York
$9.09M 109,113 +3,896 +4%
SPIA
74
Steward Partners Investment Advisory
New York
$8.96M 107,554 +9,890 +10%
ML
75
McAdam LLC
Pennsylvania
$8.83M 105,895 -1,271 -1%
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