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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 %
OPS
76
Orion Portfolio Solutions
Nebraska
$9.23M 111,428 +77,419 +228%
ML
77
McAdam LLC
Pennsylvania
$9.19M 107,166 +23 +0%
EH
78
Equitable Holdings
New York
$8.71M 105,217 -939 -0.9%
NA
79
NewEdge Advisors
Louisiana
$8.49M 102,553 +53,590 +109%
BHWA
80
Beacon Harbor Wealth Advisors
Virginia
$8.31M 100,357 +100,357 New
Carson Wealth (CWM LLC)
81
Carson Wealth (CWM LLC)
Nebraska
$8.27M 95,322 – –
RWA
82
Redhawk Wealth Advisors
Minnesota
$8.09M 97,679 +80,876 +481%
SPIA
83
Steward Partners Investment Advisory
New York
$8.09M 97,664 -6,570 -6%
WCM
84
Windsor Capital Management
Arizona
$8.02M 96,908 -2,493 -3%
MIM
85
Morningstar Investment Management
Illinois
$7.92M 95,601 -19,419 -17%
TC
86
Trilogy Capital
California
$7.68M 92,707 -4,208 -4%
PAG
87
Private Advisor Group
New Jersey
$7.64M 92,230 +274 +0.3%
Janney Montgomery Scott
88
Janney Montgomery Scott
Pennsylvania
$7.47M 90,225 +7,098 +9%
BFG
89
Baron Financial Group
New Jersey
$7.11M 85,857 -8,853 -9%
NRI
90
NFP Retirement Inc
California
$7.06M 85,283 -6,936 -8%
BRWM
91
B. Riley Wealth Management
Tennessee
$6.69M 80,800 -3,432 -4%
PAMU
92
Pictet Asset Management (UK)
United Kingdom
$6.64M 80,200 +4,500 +6%
RAM
93
Riggs Asset Management
Pennsylvania
$6.6M 79,664 +79,664 New
DWMG
94
DB Wealth Management Group
California
$6.48M 78,316 +78,316 New
Citigroup
95
Citigroup
New York
$6.36M 76,795 +50 +0.1%
IWA
96
IBEX Wealth Advisors
New Jersey
$6.28M 75,879 -1,993 -3%
CPIG
97
Chicago Partners Investment Group
Illinois
$6.24M 71,263 -13,436 -16%
Bank of Nova Scotia
98
Bank of Nova Scotia
Ontario, Canada
$6.14M 74,200 +37,100 +100%
MLM
99
Mount Lucas Management
Pennsylvania
$6.05M 73,105 +1,575 +2%
SIAP
100
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$6.03M 72,817 -4,087 -5%
2 3
4
5 6