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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 %
Bank of America
1
Bank of America
North Carolina
$288M 3,456,690 -122,078 -3%
Morgan Stanley
2
Morgan Stanley
New York
$234M 2,805,694 -100,598 -3%
Wells Fargo
3
Wells Fargo
California
$210M 2,519,646 +19,570 +0.8%
Deutsche Bank
4
Deutsche Bank
Germany
$123M 1,481,321 -75,488 -5%
Bessemer Group
5
Bessemer Group
New Jersey
$123M 1,479,265 +208,190 +16%
HCM
6
Howard Capital Management
Georgia
$122M 1,419,425 +30,122 +2%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$115M 1,376,937 -14 -0%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$107M 1,279,996 +56,172 +5%
AssetMark Inc
9
AssetMark Inc
California
$93.6M 1,123,053 -721,236 -39%
IA
10
IndexIQ Advisors
New York
$91.7M 1,100,464 +69,954 +7%
LPL Financial
11
LPL Financial
California
$89.8M 1,077,728 +189,629 +21%
UBS Group
12
UBS Group
Switzerland
$75.7M 908,071 -45,073 -5%
Osaic Holdings
13
Osaic Holdings
Arizona
$69.8M 836,764 +49 +0%
Ameriprise
14
Ameriprise
Minnesota
$66.1M 791,884 -146,055 -16%
CCA
15
Conservest Capital Advisors
Pennsylvania
$65.6M 786,821 -37,632 -5%
AWM
16
AE Wealth Management
Kansas
$55.5M 665,858 -137,801 -17%
QI
17
QS Investors
New York
$52.2M 626,727 -114,497 -15%
MFM
18
MD Financial Management
Ontario, Canada
$51.1M 905,166 +29,855 +3%
BPC
19
Banque Pictet & Cie
Switzerland
$48M 575,570 +35,764 +7%
PNAA
20
Pictet North America Advisors
Switzerland
$47.6M 571,640 +35,764 +7%
PWAG
21
Polaris Wealth Advisory Group
California
$47.6M 555,848 +77,178 +16%
Goldman Sachs
22
Goldman Sachs
New York
$44.5M 534,340 +22,443 +4%
FIG
23
FundX Investment Group
California
$43.7M 524,556 +467,860 +825%
HI
24
Horizon Investments
North Carolina
$40.1M 481,637 +481,637 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$38.7M 464,653 +59,030 +15%
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