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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 %
OAM
151
Occidental Asset Management
California
$2.6M 31,215 -239 -0.8%
CAPTRUST Financial Advisors
152
CAPTRUST Financial Advisors
North Carolina
$2.58M 30,966 +28,771 +1,311%
MCC
153
Money Concepts Capital
Florida
$2.56M 30,663 -165,983 -84%
WB
154
WesBanco Bank
West Virginia
$2.56M 30,652 +30,652 New
CI
155
Cavalier Investments
Georgia
$2.47M 29,605 +29,605 New
MCM
156
MV Capital Management
Maryland
$2.46M 29,552 -580 -2%
CCC
157
Crescent Capital Consulting
Louisiana
$2.45M 29,374 -4,098 -12%
Bank of Montreal
158
Bank of Montreal
Ontario, Canada
$2.42M 28,202 -163,329 -85%
UIC
159
Uniplan Investment Counsel
Wisconsin
$2.41M 28,873 -1,355 -4%
WTC
160
WhitTier Trust Company
Nevada
$2.4M 28,827 – –
MWM
161
Minot Wealth Management
Massachusetts
$2.4M 28,785 – –
AFWM
162
AMJ Financial Wealth Management
Virginia
$2.39M 28,713 -24,146 -46%
IRC
163
Investors Research Corp
Georgia
$2.33M 27,978 +4,923 +21%
HWM
164
Howard Wealth Management
Connecticut
$2.32M 27,878 -94 -0.3%
LCWP
165
Legacy Capital Wealth Partners
Arkansas
$2.32M 27,771 +451 +2%
APA
166
American Portfolios Advisors
New York
$2.29M 27,494 -2,241 -8%
CWM
167
Centric Wealth Management
Illinois
$2.29M 27,485 +276 +1%
CFO
168
CVA Family Office
Colorado
$2.25M 26,931 +401 +2%
RWA
169
Redhawk Wealth Advisors
Minnesota
$2.24M 26,924 -70,755 -72%
FNC
170
First National Corp
Massachusetts
$2.23M 26,752 -7,514 -22%
FFN
171
Focus Financial Network
Minnesota
$2.21M 26,574 +4,167 +19%
WA
172
Winfield Associates
Ohio
$2.12M 25,451 -400 -2%
PWM
173
Provident Wealth Management
Tennessee
$2.12M 25,411 -2,683 -10%
CA
174
Cetera Advisors
Colorado
$2.07M 24,774 +1,770 +8%
AI
175
Atria Investments
North Carolina
$2.06M 24,668 -34,203 -58%
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