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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.

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
QI
2
QS Investors
New York
$61.4M
3
MFM
3
MD Financial Management
Ontario, Canada
$72.5M
4
Deutsche Bank
4
Deutsche Bank
Germany
$129M
5
WPW
5
Waldron Private Wealth
Pennsylvania
$13M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$296M 3,578,768 -10,567 -0.3%
Morgan Stanley
2
Morgan Stanley
New York
$241M 2,906,292 -46,060 -2%
Wells Fargo
3
Wells Fargo
California
$207M 2,500,076 +147,208 +6%
AssetMark Inc
4
AssetMark Inc
California
$153M 1,844,289 +367,970 +25%
Deutsche Bank
5
Deutsche Bank
Germany
$129M 1,556,809 -120,395 -7%
HCM
6
Howard Capital Management
Georgia
$117M 1,389,303 -18,885 -1%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$114M 1,376,951 +167,960 +14%
Bessemer Group
8
Bessemer Group
New Jersey
$105M 1,271,075 +1,195,985 +1,593%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$101M 1,223,824 +8,917 +0.7%
IA
10
IndexIQ Advisors
New York
$85.3M 1,030,510 -92,887 -8%
UBS Group
11
UBS Group
Switzerland
$78.9M 953,144 -77,441 -8%
Ameriprise
12
Ameriprise
Minnesota
$77.6M 937,939 +49,673 +6%
LPL Financial
13
LPL Financial
California
$73.5M 888,099 +122,466 +16%
MFM
14
MD Financial Management
Ontario, Canada
$72.5M 875,311 -121,493 -12%
Osaic Holdings
15
Osaic Holdings
Arizona
$69.3M 836,715 +159,153 +23%
CCA
16
Conservest Capital Advisors
Pennsylvania
$68.3M 824,453 -63,743 -7%
AWM
17
AE Wealth Management
Kansas
$66.5M 803,659 +711,328 +770%
SS
18
Simplicity Solutions
Minnesota
$62.9M 759,721 +669,908 +746%
QI
19
QS Investors
New York
$61.4M 741,224 -143,882 -16%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$55.3M 667,583 +152,789 +30%
BPC
21
Banque Pictet & Cie
Switzerland
$44.7M 539,806 +47,106 +10%
PNAA
22
Pictet North America Advisors
Switzerland
$44.4M 535,876 +48,404 +10%
Goldman Sachs
23
Goldman Sachs
New York
$42.4M 511,897 -105,333 -17%
PWAG
24
Polaris Wealth Advisory Group
California
$41.3M 478,670 -67,578 -12%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$37M 446,672 +79,602 +22%
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