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SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

488 hedge funds and large institutions have $4.23B invested in SPDR Bloomberg Convertible Securities ETF in 2021 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 195 increasing their positions, 155 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
488
Holders Change
-4
Holders Change %
-0.81%
% of All Funds
8.57%
Holding in Top 10
33
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.13%
% of All Funds
0.58%
New
45
Increased
195
Reduced
155
Closed
40
Calls
$350M
Puts
$129M
Net Calls
+$221M
Net Calls Change
+$235M

Top Buyers

1
AWM
AE Wealth Management
Kansas
$77.7M
2
Franklin Resources
Franklin Resources
California
$48.2M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$177M
4
GM
GeoWealth Management
Illinois
$24.2M
5
B
Barings
North Carolina
$24.4M

Top Sellers

1
Jane Street
Jane Street
New York
$4.29M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$728K
3
MFM
MD Financial Management
Ontario, Canada
$59.6M
4
HNB
Huntington National Bank
Ohio
$19.2M
5
Barclays
Barclays
United Kingdom
$27.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPC
201
Sigma Planning Corp
Michigan
$1.55M +$681K +7,980 +79%
LA
202
LexAurum Advisors
Kansas
$1.52M +$9.3K +109 +0.6%
LA
203
Latitude Advisors
Florida
$1.52M +$1.52M +17,746 New
SWAG
204
Spectrum Wealth Advisory Group
California
$1.51M -$25.5K -299 -2%
HA
205
Herold Advisors
New York
$1.51M +$1.51M +17,638 New
HI
206
Harbour Investments
Wisconsin
$1.49M +$1.15M +13,425 +331%
Koshinski Asset Management
207
Koshinski Asset Management
Illinois
$1.46M +$578K +6,773 +66%
GDP
208
Great Diamond Partners
Maine
$1.46M +$7.26K +85 +0.5%
ANTB
209
AMG National Trust Bank
Colorado
$1.46M +$226K +2,646 +18%
BAM
210
Belpointe Asset Management
Nevada
$1.45M -$225K -2,635 -13%
DWA
211
Dorsey Wright & Associates
California
$1.45M -$23.9K -280 -2%
KA
212
Kovack Advisors
Florida
$1.44M +$1.37K +16 +0.1%
GVAG
213
Great Valley Advisor Group
Delaware
$1.43M -$3.88M -45,465 -73%
FPS
214
Fieldpoint Private Securities
Connecticut
$1.42M – – –
GSEP
215
Golden State Equity Partners
California
$1.42M +$143K +1,681 +11%
GW
216
GW & Wade
Massachusetts
$1.37M +$28.2K +330 +2%
BOTW
217
Bank of the West
California
$1.37M -$59.4K -696 -4%
LFAS
218
Level Four Advisory Services
Texas
$1.34M -$359K -4,203 -21%
SCP
219
Silverleafe Capital Partners
Tennessee
$1.34M +$52.4K +614 +4%
NEPWA
220
New England Private Wealth Advisors
Massachusetts
$1.34M +$154K +1,800 +13%
US Bancorp
221
US Bancorp
Minnesota
$1.33M -$132K -1,550 -9%
SWP
222
Stratos Wealth Partners
Ohio
$1.33M -$57.9K -678 -4%
CAL
223
Capital Analysts LLC
Pennsylvania
$1.32M -$15.4K -181 -1%
IA
224
IFP Advisors
Florida
$1.31M -$654K -7,692 -33%
SW
225
SteelPeak Wealth
California
$1.31M +$221K +2,594 +20%
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