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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 %
JPMorgan Chase & Co
101
JPMorgan Chase & Co
New York
$5.4M 64,749 -2,161 -3%
Renaissance Technologies
102
Renaissance Technologies
New York
$5.23M 62,766 +62,766 New
FF
103
Friedenthal Financial
New Jersey
$5.12M 61,406 +61,406 New
Nomura Asset Management
104
Nomura Asset Management
Japan
$5.1M 61,160 +22,836 +60%
AWA
105
Arete Wealth Advisors
Illinois
$5.03M 60,344 +138 +0.2%
PBF
106
Petix & Botte Financial
California
$4.88M 58,568 -2,508 -4%
GVAG
107
Great Valley Advisor Group
Delaware
$4.82M 57,878 +57,878 New
BDWCC
108
B&D White Capital Company
Texas
$4.79M 55,123 +7,337 +15%
CAG
109
Csenge Advisory Group
Florida
$4.35M 50,773 -10,957 -18%
DI
110
Disciplined Investments
Oklahoma
$4.32M 51,856 -2,299 -4%
TA
111
TFG Advisers
Michigan
$4.31M 51,731 -2,235 -4%
AGA
112
Arkos Global Advisors
Texas
$4.25M 50,981 -5,668 -10%
EAMA
113
EFG Asset Management (Americas)
Florida
$4.2M 50,394 +488 +1%
CCM
114
Crew Capital Management
Ohio
$4.2M 50,390 +50,390 New
SFS
115
Sowell Financial Services
Arkansas
$4.2M 50,970 -6,475 -11%
VAG
116
VisionPoint Advisory Group
Texas
$4.05M 48,612 +3,450 +8%
TC
117
TownSquare Capital
Utah
$4M 48,024 +24,589 +105%
MPPLM
118
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$3.93M 82,063 +33,469 +69%
FANJ
119
Financial Architects (New Jersey)
New Jersey
$3.83M 45,981 +13 +0%
CAN
120
Claraphi Advisory Network
United States
$3.83M 45,965 +4,959 +12%
CGFA
121
Colton Groome Financial Advisors
North Carolina
$3.79M 45,416 +13,110 +41%
IWA
122
IBEX Wealth Advisors
New Jersey
$3.78M 45,380 -30,499 -40%
SIM
123
SSI Investment Management
California
$3.73M 44,798 -195 -0.4%
Legacy Financial Group (Iowa)
124
Legacy Financial Group (Iowa)
Iowa
$3.64M 43,605 -8,625 -17%
KWM
125
Kingsview Wealth Management
Oregon
$3.63M 43,019 +24,558 +133%
3 4
5
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