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SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

492 hedge funds and large institutions have $4.32B invested in SPDR Bloomberg Convertible Securities ETF in 2021 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 184 increasing their positions, 168 reducing their positions, and 38 closing their positions.

Holders
492
Holders Change
+12
Holders Change %
+2.5%
% of All Funds
8.59%
Holding in Top 10
32
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.88%
% of All Funds
0.56%
New
52
Increased
184
Reduced
168
Closed
38
Calls
$9.66M
Puts
$23.4M
Net Calls
-$13.8M
Net Calls Change
+$11.8M

Top Buyers

1
Jane Street
1
Jane Street
New York
$312M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$115M
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$49.9M
4
Goldman Sachs
4
Goldman Sachs
New York
$81.9M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$146M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$11M
2
HI
2
Horizon Investments
North Carolina
$9.84M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$9.06M
4
TCM
4
Tradewinds Capital Management
Washington
$3.86M
5
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$2.19M
Name Market Value Shares Shares
Change 		Shares
Change %
MWM
101
Modera Wealth Management
New Jersey
$5.54M 63,877 -2,528 -4%
GVAG
102
Great Valley Advisor Group
Delaware
$5.4M 62,267 +4,389 +8%
DI
103
Disciplined Investments
Oklahoma
$5.33M 61,420 +9,564 +18%
CAN
104
Cetera Advisor Networks
California
$5.27M 60,722 +43,806 +259%
PWM
105
Penobscot Wealth Management
Maine
$5.2M 59,915 +59,915 New
PBF
106
Petix & Botte Financial
California
$5M 57,597 -971 -2%
AP
107
Advisors Preferred
Maryland
$4.9M 56,444 +15,054 +36%
Nomura Asset Management
108
Nomura Asset Management
Japan
$4.86M 56,070 -5,090 -8%
Mirae Asset Global Investments
109
Mirae Asset Global Investments
South Korea
$4.84M 55,810 +20,163 +57%
Renaissance Technologies
110
Renaissance Technologies
New York
$4.83M 55,700 -7,066 -11%
BDWCC
111
B&D White Capital Company
Texas
$4.8M 55,357 +234 +0.4%
DWMG
112
DB Wealth Management Group
California
$4.8M 55,338 -22,658 -29%
MIAN
113
Mariner Independent Advisor Network
Kansas
$4.79M 55,274 +16,292 +42%
NL
114
NEPC LLC
Massachusetts
$4.66M 53,766 +53,766 New
CAG
115
Csenge Advisory Group
Florida
$4.56M 52,509 +1,736 +3%
CCM
116
Crew Capital Management
Ohio
$4.54M 52,390 +2,000 +4%
EAMA
117
EFG Asset Management (Americas)
Florida
$4.49M 51,812 +1,418 +3%
TA
118
TFG Advisers
Michigan
$4.47M 51,524 -207 -0.4%
NRI
119
NFP Retirement Inc
California
$4.28M 49,402 -35,918 -42%
IAIM
120
International Assets Investment Management
Florida
$4.16M 74,356 +74,356 New
IWA
121
IBEX Wealth Advisors
New Jersey
$4.11M 47,405 +2,025 +4%
GSWM
122
Golden State Wealth Management
California
$4.07M 46,924 +46,924 New
FANJ
123
Financial Architects (New Jersey)
New Jersey
$3.98M 45,914 -67 -0.1%
TW
124
Towerpoint Wealth
California
$3.98M 45,846 -27,746 -38%
PCIA
125
Prime Capital Investment Advisors
Kansas
$3.87M 44,651 +2,832 +7%
3 4
5
6 7