CWB icon

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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
Legacy Financial Group (Iowa)
126
Legacy Financial Group (Iowa)
Iowa
$4.32M +$4.32M +52,230 New
CF
127
Centaurus Financial
California
$4.17M +$2.27M +27,384 +119%
EAMA
128
EFG Asset Management (Americas)
Florida
$4.13M -$238K -2,879 -5%
MPPLM
129
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$4.02M +$2.34M +28,249 +139%
BDWCC
130
B&D White Capital Company
Texas
$3.96M +$3.96M +47,786 New
FANJ
131
Financial Architects (New Jersey)
New Jersey
$3.81M -$36.7K -443 -1%
VAG
132
VisionPoint Advisory Group
Texas
$3.74M +$1.77M +21,399 +90%
SIM
133
SSI Investment Management
California
$3.73M -$348K -4,206 -9%
PCIA
134
Prime Capital Investment Advisors
Kansas
$3.65M -$749K -9,053 -17%
KA
135
Kovack Advisors
Florida
$3.62M +$2.22M +26,854 +159%
OPWM
136
Oxinas Partners Wealth Management
Indiana
$3.46M +$3.46M +41,765 New
NEPWA
137
New England Private Wealth Advisors
Massachusetts
$3.44M -$1.42M -17,195 -29%
Mirae Asset Global Investments
138
Mirae Asset Global Investments
South Korea
$3.41M +$770K +9,300 +29%
CAN
139
Claraphi Advisory Network
United States
$3.4M +$284K +3,428 +9%
William Blair & Company
140
William Blair & Company
Illinois
$3.37M +$1.02M +12,262 +43%
CL
141
CIM LLC
New York
$3.26M -$44.7K -497 -1%
WB
142
Webster Bank
Connecticut
$3.25M -$2.73K -33 -0.1%
RA
143
RFG Advisory
Alabama
$3.22M +$327K +3,791 +11%
Nomura Asset Management
144
Nomura Asset Management
Japan
$3.17M +$570K +6,890 +22%
CG
145
Cynosure Group
Utah
$3.15M – – –
LSA
146
L & S Advisors
California
$3.1M +$3.1M +37,384 New
GWM
147
Geneos Wealth Management
Colorado
$3.06M +$126K +1,531 +4%
FPS
148
Fieldpoint Private Securities
Connecticut
$3.06M +$55.4K +669 +2%
BSAM
149
Blue Sky Asset Management
Colorado
$2.95M -$1.99M -22,996 -40%
TW
150
Transform Wealth
Colorado
$2.89M +$2.89M +34,956 New
4 5
6
7 8