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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.

New
Increased
Maintained
Reduced
Closed
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
AE Wealth Management
Kansas
$77.7M
2
Franklin Resources
Franklin Resources
California
$48.2M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$177M
4
GM
GeoWealth Management
Illinois
$24.2M
5
B
Barings
North Carolina
$24.4M

Top Sellers

1
Jane Street
Jane Street
New York
$4.29M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$728K
3
MFM
MD Financial Management
Ontario, Canada
$59.6M
4
HNB
Huntington National Bank
Ohio
$19.2M
5
Barclays
Barclays
United Kingdom
$27.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SW
151
SkyOak Wealth
Michigan
$2.69M -$14.9K -175 -0.6%
APA
152
American Portfolios Advisors
New York
$2.68M +$253K +2,960 +10%
FWA
153
FOCUS Wealth Advisors
Texas
$2.63M -$38.2K -447 -1%
RA
154
RFG Advisory
Alabama
$2.62M -$1.06M -12,376 -29%
MWM
155
Minot Wealth Management
Massachusetts
$2.46M – – –
RFWA
156
RPg Family Wealth Advisory
Massachusetts
$2.46M +$201K +2,357 +9%
OAM
157
Occidental Asset Management
California
$2.39M -$187K -2,195 -7%
WTC
158
WhitTier Trust Company
Nevada
$2.38M -$80.4K -942 -3%
HWM
159
Howard Wealth Management
Connecticut
$2.35M -$39.8K -467 -2%
AGA
160
Arkos Global Advisors
Texas
$2.33M -$10.7K -125 -0.5%
CWM
161
Centric Wealth Management
Illinois
$2.31M -$73.4K -860 -3%
MPPLM
162
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.31M -$260K -3,051 -10%
AFP
163
Ausdal Financial Partners
Iowa
$2.24M -$583K -6,827 -21%
FFN
164
Focus Financial Network
Minnesota
$2.23M -$254K -2,977 -10%
CA
165
Cetera Advisors
Colorado
$2.23M +$126K +1,478 +6%
MOS
166
MGO One Seven
Ohio
$2.19M +$170K +1,937 +8%
CCC
167
Crescent Capital Consulting
Louisiana
$2.17M -$37.9K -444 -2%
RJT
168
Raymond James Trust
Florida
$2.12M -$71.4K -836 -3%
WA
169
Winfield Associates
Ohio
$2.12M -$39.3K -460 -2%
HWAM
170
Hennion & Walsh Asset Management
New Jersey
$2.11M -$45.2K -530 -2%
ACM
171
Anfield Capital Management
California
$2.11M -$44.2K -518 -2%
PWM
172
Provident Wealth Management
Tennessee
$2.1M +$131K +1,540 +7%
TW
173
Transform Wealth
Colorado
$2.09M +$2.09M +24,512 New
FNC
174
First National Corp
Massachusetts
$2.02M -$843K -9,875 -29%
KPWS
175
Kestra Private Wealth Services
Texas
$2.02M -$66K -773 -3%
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