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SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

492 hedge funds and large institutions have $4.32B invested in SPDR Bloomberg Convertible Securities ETF in 2021 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 184 increasing their positions, 168 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
492
Holders Change
+12
Holders Change %
+2.5%
% of All Funds
8.59%
Holding in Top 10
32
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.88%
% of All Funds
0.56%
New
52
Increased
184
Reduced
168
Closed
38
Calls
$9.66M
Puts
$23.4M
Net Calls
-$13.8M
Net Calls Change
+$11.8M

Top Buyers

1
Jane Street
Jane Street
New York
$312M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$115M
3
Allianz Asset Management
Allianz Asset Management
Germany
$49.9M
4
Goldman Sachs
Goldman Sachs
New York
$81.9M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$146M

Top Sellers

1
AWM
AE Wealth Management
Kansas
$11M
2
HI
Horizon Investments
North Carolina
$9.84M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$9.06M
4
TCM
Tradewinds Capital Management
Washington
$3.86M
5
HWAM
Hennion & Walsh Asset Management
New Jersey
$2.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWA
151
FOCUS Wealth Advisors
Texas
$2.71M -$43.8K -505 -2%
CAPTRUST Financial Advisors
152
CAPTRUST Financial Advisors
North Carolina
$2.63M -$54.3K -626 -2%
AFWM
153
AMJ Financial Wealth Management
Virginia
$2.63M +$140K +1,612 +6%
OAM
154
Occidental Asset Management
California
$2.62M -$87.8K -1,012 -3%
MPPLM
155
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.62M -$4.5M -51,883 -63%
WB
156
WesBanco Bank
West Virginia
$2.58M -$83.3K -960 -3%
PIA
157
Powell Investment Advisors
Florida
$2.56M -$248K -2,856 -9%
FFN
158
Focus Financial Network
Minnesota
$2.53M +$221K +2,547 +10%
WTC
159
WhitTier Trust Company
Nevada
$2.5M – – –
MWM
160
Minot Wealth Management
Massachusetts
$2.47M – – –
APA
161
American Portfolios Advisors
New York
$2.47M +$83.6K +964 +4%
HWM
162
Howard Wealth Management
Connecticut
$2.43M +$15.5K +179 +0.6%
CWM
163
Centric Wealth Management
Illinois
$2.43M +$40.9K +471 +2%
AGA
164
Arkos Global Advisors
Texas
$2.38M -$2.04M -23,532 -46%
Capstone Investment Advisors
165
Capstone Investment Advisors
New York
$2.36M +$2.36M +27,200 New
CFO
166
CVA Family Office
Colorado
$2.34M +$87 +1 +0%
RFWA
167
RPg Family Wealth Advisory
Massachusetts
$2.29M +$2.29M +26,428 New
CCC
168
Crescent Capital Consulting
Louisiana
$2.24M -$308K -3,554 -12%
RJT
169
Raymond James Trust
Florida
$2.23M +$678K +7,820 +44%
OMC
170
Old Mission Capital
Illinois
$2.22M +$2.22M +25,645 New
WA
171
Winfield Associates
Ohio
$2.19M -$13K -150 -0.6%
HWAM
172
Hennion & Walsh Asset Management
New Jersey
$2.19M -$20.3M -233,767 -90%
ACM
173
Anfield Capital Management
California
$2.19M +$147K +1,694 +7%
AI
174
Atria Investments
North Carolina
$2.18M +$40.4K +466 +2%
CA
175
Cetera Advisors
Colorado
$2.14M -$11.7K -135 -0.5%
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