CWB icon

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 %
BRWA
126
B. Riley Wealth Advisors
Florida
$3.62M 43,463 +18,773 +76%
William Blair & Company
127
William Blair & Company
Illinois
$3.56M 42,647 +1,913 +5%
KA
128
Kovack Advisors
Florida
$3.53M 42,320 -1,426 -3%
PCIA
129
Prime Capital Investment Advisors
Kansas
$3.49M 41,819 -2,222 -5%
Verition Fund Management
130
Verition Fund Management
Connecticut
$3.42M 41,061 +41,061 New
SIA
131
SkyView Investment Advisors
New Jersey
$3.3M 39,571 +39,571 New
MIAN
132
Mariner Independent Advisor Network
Kansas
$3.25M 38,982 +24,445 +168%
WB
133
Webster Bank
Connecticut
$3.23M 38,751 -549 -1%
RA
134
RFG Advisory
Alabama
$3.21M 38,553 +1,244 +3%
CG
135
Cynosure Group
Utah
$3.18M 38,100 – –
CF
136
Centaurus Financial
California
$3.15M 37,823 -12,529 -25%
HPM
137
Hudson Portfolio Management
New York
$3.08M 36,949 +36,949 New
OPWM
138
Oxinas Partners Wealth Management
Indiana
$3.04M 36,523 -5,242 -13%
CL
139
CIM LLC
New York
$2.98M 36,364 +66 +0.2%
Mirae Asset Global Investments
140
Mirae Asset Global Investments
South Korea
$2.97M 35,647 -5,566 -14%
PBT
141
Pictet Bank & Trust
Bahamas
$2.96M 35,470 +35,470 New
GWM
142
Geneos Wealth Management
Colorado
$2.96M 34,559 -2,625 -7%
Allianz Asset Management
143
Allianz Asset Management
Germany
$2.88M 34,508 -161,106 -82%
SW
144
SkyOak Wealth
Michigan
$2.75M 31,709 -141 -0.4%
AFP
145
Ausdal Financial Partners
Iowa
$2.73M 32,711 -631 -2%
Susquehanna International Group
146
Susquehanna International Group
Pennsylvania
$2.71M 32,505 +32,505 New
PIA
147
Powell Investment Advisors
Florida
$2.7M 32,393 +32,393 New
FWA
148
FOCUS Wealth Advisors
Texas
$2.68M 31,799 -928 -3%
PG
149
Patten Group
Tennessee
$2.65M 31,828 -292 -0.9%
F
150
F3Logic
Minnesota
$2.65M 31,766 +1,537 +5%
4 5
6
7 8