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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 %
NA
76
NewEdge Advisors
Louisiana
$8.57M 102,786 +233 +0.2%
Carson Wealth (CWM LLC)
77
Carson Wealth (CWM LLC)
Nebraska
$8.27M 95,322 – –
Janney Montgomery Scott
78
Janney Montgomery Scott
Pennsylvania
$7.85M 94,193 +3,968 +4%
MIM
79
Morningstar Investment Management
Illinois
$7.49M 89,810 -5,791 -6%
PAG
80
Private Advisor Group
New Jersey
$7.45M 89,438 -2,792 -3%
WCM
81
Windsor Capital Management
Arizona
$7.36M 88,316 -8,592 -9%
NRI
82
NFP Retirement Inc
California
$7.11M 85,320 +37 +0%
Cetera Investment Advisers
83
Cetera Investment Advisers
Illinois
$6.81M 81,694 -69,753 -46%
BFG
84
Baron Financial Group
New Jersey
$6.69M 80,237 -5,620 -7%
DWMG
85
DB Wealth Management Group
California
$6.5M 77,996 -320 -0.4%
RAM
86
Riggs Asset Management
Pennsylvania
$6.42M 77,014 -2,650 -3%
CPIG
87
Chicago Partners Investment Group
Illinois
$6.28M 71,989 +726 +1%
Citigroup
88
Citigroup
New York
$6.28M 75,317 -1,478 -2%
HH
89
Hilltop Holdings
Texas
$6.24M 74,896 +8,760 +13%
TW
90
Towerpoint Wealth
California
$6.13M 73,592 -37,990 -34%
DJYG
91
David J. Yvars Group
Florida
$6.12M 73,433 +881 +1%
Wellington Management Group
92
Wellington Management Group
Massachusetts
$6.03M 72,300 +6,900 +11%
SIAP
93
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$5.86M 70,244 -2,573 -4%
SIA
94
Strategic Investment Advisors
Michigan
$5.8M 69,569 +35,479 +104%
Rockefeller Capital Management
95
Rockefeller Capital Management
New York
$5.75M 69,010 +285 +0.4%
ONST
96
Old North State Trust
North Carolina
$5.66M 67,824 -892 -1%
MWM
97
Modera Wealth Management
New Jersey
$5.54M 66,405 -3,091 -4%
NEPWA
98
New England Private Wealth Advisors
Massachusetts
$5.53M 66,294 +24,719 +59%
PWM
99
Paulson Wealth Management
Illinois
$5.48M 63,552 +1,555 +3%
MLM
100
Mount Lucas Management
Pennsylvania
$5.48M 65,712 -7,393 -10%
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4
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