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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 %
KPWS
176
Kestra Private Wealth Services
Texas
$2.12M +$87 +1 +0%
FNC
177
First National Corp
Massachusetts
$2.03M +$411K +6,798 +25%
PA
178
Pinnacle Associates
New York
$2.02M +$117K +1,355 +6%
CF
179
Clarity Financial
Texas
$2.02M +$2.02M +23,245 New
PWM
180
Provident Wealth Management
Tennessee
$2M -$200K -2,303 -9%
IA
181
IFP Advisors
Florida
$2M +$93.1K +1,076 +5%
MOS
182
MGO One Seven
Ohio
$2M +$257K +2,968 +15%
GEA
183
Glen Eagle Advisors
New Jersey
$1.97M -$44.3K -511 -2%
AIA
184
Arrow Investment Advisors
Maryland
$1.96M – – –
Mercer Global Advisors
185
Mercer Global Advisors
Colorado
$1.95M +$300K +3,462 +18%
CAC
186
Certified Advisory Corp
Florida
$1.93M -$21.1K -243 -1%
PFS
187
Prospera Financial Services
Texas
$1.88M +$14.7K +170 +0.8%
WIA
188
World Investment Advisors
California
$1.87M -$134K -1,546 -7%
PP
189
Prudential plc
United Kingdom
$1.82M +$273K +3,150 +18%
HH
190
Hilltop Holdings
Texas
$1.8M -$4.69M -54,098 -72%
WAM
191
Wolverine Asset Management
Illinois
$1.8M +$1.8M +20,720 New
ACM
192
AlphaStar Capital Management
North Carolina
$1.78M -$63K -726 -3%
ACM
193
Ascendant Capital Management
California
$1.78M +$217K +2,500 +14%
WS
194
Wedbush Securities
California
$1.74M -$12.1K -140 -0.7%
LFAS
195
Level Four Advisory Services
Texas
$1.73M -$7.11K -82 -0.4%
EFSCE
196
Enterprise Financial Services Corp (EFSC)
Missouri
$1.71M -$1.95M -22,500 -53%
BAM
197
Belpointe Asset Management
Nevada
$1.7M -$420K -4,845 -20%
CRC
198
Curi RMB Capital
Illinois
$1.69M – – –
OMC
199
Overbrook Management Corp
New York
$1.67M +$120K +1,385 +8%
EVM
200
Eaton Vance Management
Massachusetts
$1.66M -$99K -1,141 -6%
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