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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 %
FNC
151
First National Corp
Massachusetts
$2.84M +$31.7K +383 +1%
SIA
152
Strategic Investment Advisors
Michigan
$2.82M +$2.82M +34,090 New
CCC
153
Crescent Capital Consulting
Louisiana
$2.77M +$2.77M +33,472 New
AFP
154
Ausdal Financial Partners
Iowa
$2.76M -$64.4K -778 -2%
FWA
155
FOCUS Wealth Advisors
Texas
$2.71M +$2.71M +32,727 New
RFWA
156
RPg Family Wealth Advisory
Massachusetts
$2.68M +$56.2K +679 +2%
CGFA
157
Colton Groome Financial Advisors
North Carolina
$2.68M +$679K +8,197 +34%
PG
158
Patten Group
Tennessee
$2.66M -$15.6K -188 -0.6%
SW
159
SkyOak Wealth
Michigan
$2.64M +$186K +2,241 +8%
OAM
160
Occidental Asset Management
California
$2.6M +$1.31M +15,829 +101%
AIA
161
Arrow Investment Advisors
Maryland
$2.53M -$148K -1,793 -6%
FI
162
FormulaFolio Investments
Michigan
$2.5M +$2.5M +30,219 New
UIC
163
Uniplan Investment Counsel
Wisconsin
$2.5M +$2.5M +30,228 New
F
164
F3Logic
Minnesota
$2.5M +$103K +1,245 +4%
MCM
165
MV Capital Management
Maryland
$2.5M +$848K +10,236 +51%
APA
166
American Portfolios Advisors
New York
$2.46M +$31.8K +384 +1%
QAM
167
Q3 Asset Management
Michigan
$2.44M -$191K -2,305 -7%
WTC
168
WhitTier Trust Company
Nevada
$2.39M -$28.9K -349 -1%
MWM
169
Minot Wealth Management
Massachusetts
$2.38M -$696K -8,410 -23%
BFEC
170
Benjamin F. Edwards & Company
Missouri
$2.33M +$183K +2,213 +9%
PWM
171
Provident Wealth Management
Tennessee
$2.33M +$85.2K +1,029 +4%
HWM
172
Howard Wealth Management
Connecticut
$2.32M +$140K +1,692 +6%
LCWP
173
Legacy Capital Wealth Partners
Arkansas
$2.26M +$2.26M +27,320 New
CWM
174
Centric Wealth Management
Illinois
$2.25M +$2.25M +27,209 New
CFO
175
CVA Family Office
Colorado
$2.2M +$170K +2,057 +8%
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