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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 %
WIA
176
World Investment Advisors
California
$2.16M +$467K +5,062 +28%
FGAM
177
Financial Gravity Asset Management
Texas
$2.15M +$2.15M +25,981 New
WA
178
Winfield Associates
Ohio
$2.14M – – –
ACM
179
Anfield Capital Management
California
$2.11M -$254K -3,072 -11%
BRWA
180
B. Riley Wealth Advisors
Florida
$2.05M -$772K -9,316 -27%
IA
181
IFP Advisors
Florida
$1.95M -$71.7K -869 -4%
Koshinski Asset Management
182
Koshinski Asset Management
Illinois
$1.94M -$672K -8,120 -26%
TC
183
TownSquare Capital
Utah
$1.94M +$1.94M +23,435 New
IRC
184
Investors Research Corp
Georgia
$1.91M +$79.1K +955 +4%
CA
185
Cetera Advisors
Colorado
$1.9M +$1.09M +13,121 +133%
FFN
186
Focus Financial Network
Minnesota
$1.86M -$72.9K -880 -4%
EFSCE
187
Enterprise Financial Services Corp (EFSC)
Missouri
$1.85M -$2.49K -30 -0.1%
GEA
188
Glen Eagle Advisors
New Jersey
$1.84M +$7.12K +86 +0.4%
GDP
189
Great Diamond Partners
Maine
$1.83M +$96.5K +1,166 +6%
ACM
190
AlphaStar Capital Management
North Carolina
$1.8M -$10.5K -122 -0.6%
Invesco
191
Invesco
Georgia
$1.79M -$379K -4,575 -17%
LFASL
192
Lugano Financial Advisors SA (LFA)
Switzerland
$1.79M – – –
DWA
193
Dorsey Wright & Associates
California
$1.79M +$343K +4,147 +24%
First Trust Advisors
194
First Trust Advisors
Illinois
$1.79M -$78.9K -953 -4%
GTAM
195
Global Trust Asset Management
Florida
$1.77M +$93.3K +1,127 +6%
LA
196
Latitude Advisors
Florida
$1.69M +$1.69M +20,439 New
Thrivent Financial for Lutherans
197
Thrivent Financial for Lutherans
Minnesota
$1.69M -$3.48M -42,080 -67%
WS
198
Wedbush Securities
California
$1.69M -$103K -1,241 -6%
CRC
199
Curi RMB Capital
Illinois
$1.61M – – –
PA
200
Pinnacle Associates
New York
$1.61M -$28.7K -347 -2%
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8
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