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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 %
BAM
176
Belpointe Asset Management
Nevada
$2.04M 24,471 +7,190 +42%
KPWS
177
Kestra Private Wealth Services
Texas
$2.04M 24,438 +9,001 +58%
ACM
178
Anfield Capital Management
California
$1.96M 23,523 -2,016 -8%
GEA
179
Glen Eagle Advisors
New Jersey
$1.94M 23,220 +1,010 +5%
AAS
180
Avantax Advisory Services
Texas
$1.92M 22,850 +22,850 New
Koshinski Asset Management
181
Koshinski Asset Management
Illinois
$1.91M 22,960 -494 -2%
AIA
182
Arrow Investment Advisors
Maryland
$1.88M 22,586 -8,005 -26%
CAC
183
Certified Advisory Corp
Florida
$1.88M 22,517 +22,517 New
PAMU
184
Pictet Asset Management (UK)
United Kingdom
$1.87M 22,400 -57,800 -72%
EFSCE
185
Enterprise Financial Services Corp (EFSC)
Missouri
$1.85M 42,224 +19,925 +89%
FPS
186
Fieldpoint Private Securities
Connecticut
$1.85M 22,225 -14,762 -40%
WIA
187
World Investment Advisors
California
$1.85M 23,090 -330 -1%
VC
188
Vicus Capital
Pennsylvania
$1.84M 22,094 +22,094 New
IA
189
IFP Advisors
Florida
$1.84M 22,042 -1,632 -7%
PA
190
Pinnacle Associates
New York
$1.83M 21,940 +2,460 +13%
PFS
191
Prospera Financial Services
Texas
$1.79M 21,446 +2,139 +11%
ACM
192
AlphaStar Capital Management
North Carolina
$1.77M 21,244 +284 +1%
WS
193
Wedbush Securities
California
$1.69M 20,237 -137 -0.7%
EVM
194
Eaton Vance Management
Massachusetts
$1.69M 20,243 +8,852 +78%
Thrivent Financial for Lutherans
195
Thrivent Financial for Lutherans
Minnesota
$1.67M 20,063 -326 -2%
MOS
196
MGO One Seven
Ohio
$1.67M 20,030 +1,317 +7%
LFAS
197
Level Four Advisory Services
Texas
$1.67M 20,009 +807 +4%
CRC
198
Curi RMB Capital
Illinois
$1.62M 19,490 – –
Mercer Global Advisors
199
Mercer Global Advisors
Colorado
$1.58M 19,007 +12,691 +201%
LA
200
LexAurum Advisors
Kansas
$1.51M 18,153 -60 -0.3%
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