CWB icon

SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

488 hedge funds and large institutions have $4.23B invested in SPDR Bloomberg Convertible Securities ETF in 2021 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 195 increasing their positions, 155 reducing their positions, and 40 closing their positions.

Holders
488
Holders Change
-4
Holders Change %
-0.81%
% of All Funds
8.57%
Holding in Top 10
33
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.13%
% of All Funds
0.58%
New
45
Increased
195
Reduced
155
Closed
40
Calls
$350M
Puts
$129M
Net Calls
+$221M
Net Calls Change
+$235M

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$77.7M
2
Franklin Resources
2
Franklin Resources
California
$48.2M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$177M
4
GM
4
GeoWealth Management
Illinois
$24.2M
5
B
5
Barings
North Carolina
$24.4M

Top Sellers

1
Jane Street
1
Jane Street
New York
$4.29M
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$728K
3
MFM
3
MD Financial Management
Ontario, Canada
$59.6M
4
HNB
4
Huntington National Bank
Ohio
$19.2M
5
Barclays
5
Barclays
United Kingdom
$27.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWA
126
B. Riley Wealth Advisors
Florida
$3.51M +$598 +7 +0%
BDWCC
127
B&D White Capital Company
Texas
$3.39M -$1.34M -15,658 -28%
IAN
128
Integrated Advisors Network
Texas
$3.38M +$3.38M +39,611 New
CI
129
Cavalier Investments
Georgia
$3.3M +$596K +6,987 +22%
CL
130
CIM LLC
New York
$3.26M +$6.15K +69 +0.2%
WB
131
Webster Bank
Connecticut
$3.22M +$1.71K +20 +0.1%
TW
132
Towerpoint Wealth
California
$3.21M -$701K -8,215 -18%
CAS
133
Cascadia Advisory Services
Oregon
$3.16M +$3.16M +36,988 New
IRC
134
Investors Research Corp
Georgia
$3.1M +$296K +3,470 +11%
PBT
135
Pictet Bank & Trust
Bahamas
$3.06M +$34.1K +400 +1%
HPM
136
Hudson Portfolio Management
New York
$2.98M +$44.8K +525 +2%
GWM
137
Geneos Wealth Management
Colorado
$2.97M -$197K -2,296 -6%
Manulife (Manufacturers Life Insurance)
138
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.96M -$5.17M -60,636 -64%
WB
139
WesBanco Bank
West Virginia
$2.93M +$392K +4,597 +15%
F
140
F3Logic
Minnesota
$2.89M +$6.23K +73 +0.2%
OMC
141
Overbrook Management Corp
New York
$2.88M +$1.24M +14,575 +76%
CAPTRUST Financial Advisors
142
CAPTRUST Financial Advisors
North Carolina
$2.77M +$184K +2,160 +7%
CG
143
Cynosure Group
Utah
$2.76M – – –
PG
144
Patten Group
Tennessee
$2.76M +$20.5K +240 +0.7%
MCM
145
MV Capital Management
Maryland
$2.76M +$44.8K +525 +2%
AFWM
146
AMJ Financial Wealth Management
Virginia
$2.74M +$156K +1,829 +6%
ACM
147
AlphaStar Capital Management
North Carolina
$2.7M +$886K +10,008 +49%
SL
148
Systelligence LLC
Minnesota
$2.7M +$2.7M +31,658 New
PIA
149
Powell Investment Advisors
Florida
$2.69M +$171K +2,008 +7%
OPWM
150
Oxinas Partners Wealth Management
Indiana
$2.69M +$1.56M +18,231 +137%
4 5
6
7 8