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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 %
ACM
201
Ascendant Capital Management
California
$1.5M 18,000 +12,000 +200%
SWAG
202
Spectrum Wealth Advisory Group
California
$1.5M 17,946 -808 -4%
PP
203
Prudential plc
United Kingdom
$1.49M 17,880 +710 +4%
RJT
204
Raymond James Trust
Florida
$1.49M 17,852 +3,056 +21%
OMC
205
Overbrook Management Corp
New York
$1.48M 17,807 +1,300 +8%
ACS
206
Archford Capital Strategies
Illinois
$1.47M 17,000 +149 +0.9%
Invesco
207
Invesco
Georgia
$1.43M 17,105 -4,503 -21%
FHB
208
First Hawaiian Bank
Hawaii
$1.42M 17,005 – –
CAN
209
Cetera Advisor Networks
California
$1.41M 16,916 +721 +4%
SWP
210
Stratos Wealth Partners
Ohio
$1.4M 16,841 -154 -0.9%
BOTW
211
Bank of the West
California
$1.4M 16,760 +2,635 +19%
DIM
212
Delta Investment Management
California
$1.4M 16,760 +5,242 +46%
ASN
213
Advisory Services Network
Georgia
$1.39M 16,711 -1,658 -9%
US Bancorp
214
US Bancorp
Minnesota
$1.39M 16,705 +258 +2%
SCP
215
Silverleafe Capital Partners
Tennessee
$1.34M 16,062 +16,062 New
GW
216
GW & Wade
Massachusetts
$1.33M 16,005 +4,650 +41%
TPWA
217
TRUE Private Wealth Advisors
Oregon
$1.32M 15,839 +3,467 +28%
FA
218
Faithward Advisors
Pennsylvania
$1.31M 15,693 -1,194 -7%
DAS
219
Dynamic Advisor Solutions
Arizona
$1.29M 15,512 +7,376 +91%
OPA
220
Old Port Advisors
Maine
$1.29M 15,419 -745 -5%
TFA
221
Tranquilli Financial Advisor
New Jersey
$1.28M 15,344 +1,834 +14%
CFA
222
Cahill Financial Advisors
Minnesota
$1.25M 14,988 -805 -5%
WCM
223
Windham Capital Management
Massachusetts
$1.25M 14,991 +14,991 New
CWM
224
Connecticut Wealth Management
Connecticut
$1.2M 14,425 -6 -0%
GDP
225
Great Diamond Partners
Maine
$1.19M 14,319 -7,838 -35%
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