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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 %
ACS
201
Archford Capital Strategies
Illinois
$1.63M +$158K +1,819 +11%
SWAG
202
Spectrum Wealth Advisory Group
California
$1.56M +$260 +3 +0%
LA
203
LexAurum Advisors
Kansas
$1.53M -$41.2K -475 -3%
TPWA
204
TRUE Private Wealth Advisors
Oregon
$1.51M +$137K +1,580 +10%
DAS
205
Dynamic Advisor Solutions
Arizona
$1.51M +$162K +1,873 +12%
DWA
206
Dorsey Wright & Associates
California
$1.5M +$2.95K +34 +0.2%
US Bancorp
207
US Bancorp
Minnesota
$1.48M +$34.3K +396 +2%
GDP
208
Great Diamond Partners
Maine
$1.47M +$231K +2,667 +19%
ASN
209
Advisory Services Network
Georgia
$1.47M +$21.6K +249 +1%
CRWM
210
Castle Rock Wealth Management
California
$1.47M +$1.47M +17,077 New
KA
211
Kovack Advisors
Florida
$1.46M -$2.21M -25,481 -60%
BOTW
212
Bank of the West
California
$1.45M -$4.77K -55 -0.3%
FPS
213
Fieldpoint Private Securities
Connecticut
$1.43M -$482K -5,601 -25%
SWP
214
Stratos Wealth Partners
Ohio
$1.41M -$53.6K -618 -4%
BCM
215
Brookstone Capital Management
Illinois
$1.39M +$1.09M +12,727 +375%
FGAM
216
Financial Gravity Asset Management
Texas
$1.38M -$555K -5,996 -29%
GW
217
GW & Wade
Massachusetts
$1.36M -$25K -288 -2%
CAL
218
Capital Analysts LLC
Pennsylvania
$1.36M +$1.07M +12,336 +367%
FA
219
Faithward Advisors
Pennsylvania
$1.35M -$16.2K -187 -1%
SCP
220
Silverleafe Capital Partners
Tennessee
$1.31M -$87.2K -1,005 -6%
CS
221
Credit Suisse
Switzerland
$1.3M +$1.3M +15,000 New
BMCM
222
Burns Matteson Capital Management
New York
$1.3M +$395K +4,555 +44%
GSEP
223
Golden State Equity Partners
California
$1.29M +$86K +991 +7%
CFA
224
Cahill Financial Advisors
Minnesota
$1.26M -$43.3K -499 -3%
ANTB
225
AMG National Trust Bank
Colorado
$1.25M +$433K +4,984 +53%
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