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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 %
PFS
201
Prospera Financial Services
Texas
$1.6M +$1.52M +18,307 +1,831%
LFAS
202
Level Four Advisory Services
Texas
$1.59M +$143K +1,732 +10%
SWAG
203
Spectrum Wealth Advisory Group
California
$1.55M -$1.74M -21,008 -53%
MOS
204
MGO One Seven
Ohio
$1.55M +$43K +520 +3%
SRC
205
Sage Rhino Capital
California
$1.55M -$4.31K -52 -0.3%
KWM
206
Kingsview Wealth Management
Oregon
$1.53M -$83.6K -1,010 -5%
ASN
207
Advisory Services Network
Georgia
$1.52M -$245K -2,954 -14%
LA
208
LexAurum Advisors
Kansas
$1.51M -$299K -3,607 -17%
TF
209
Trek Financial
Arizona
$1.47M +$1.15M +13,885 +359%
ACS
210
Archford Capital Strategies
Illinois
$1.46M +$9.33K +108 +0.6%
BAM
211
Belpointe Asset Management
Nevada
$1.43M -$248K -2,992 -15%
PP
212
Prudential plc
United Kingdom
$1.42M +$634K +7,660 +81%
FHB
213
First Hawaiian Bank
Hawaii
$1.41M – – –
SWP
214
Stratos Wealth Partners
Ohio
$1.41M +$43.1K +521 +3%
FA
215
Faithward Advisors
Pennsylvania
$1.4M -$117K -1,418 -8%
OMC
216
Overbrook Management Corp
New York
$1.37M +$525K +6,340 +62%
US Bancorp
217
US Bancorp
Minnesota
$1.36M -$525K -6,350 -28%
CAN
218
Cetera Advisor Networks
California
$1.34M -$33.2K -401 -2%
OPA
219
Old Port Advisors
Maine
$1.33M -$12.3K -149 -0.9%
CFA
220
Cahill Financial Advisors
Minnesota
$1.31M -$43K -520 -3%
KPWS
221
Kestra Private Wealth Services
Texas
$1.28M -$2.58M -31,185 -67%
GM
222
GeoWealth Management
Illinois
$1.26M +$340K +4,116 +37%
VFA
223
Voya Financial Advisors
Connecticut
$1.23M +$7.95K +96 +0.6%
RJT
224
Raymond James Trust
Florida
$1.23M +$382K +4,610 +45%
CCFM
225
Clear Creek Financial Management
Washington
$1.22M +$1.22M +15,799 New
7 8
9
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