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icono de CWB

State Street SPDR Bloomberg Convertible Securities ETF
CWB

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Bank of America
1
Bank of America
North Carolina
USD 279 M -USD 6.83 M -65,937 -2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
USD 216 M +USD 161 M +1,555,591 +346%
Howard Capital Management
3
Howard Capital Management
Georgia
USD 215 M +USD 206 M +1,987,136 +33,341%
LPL Financial
4
LPL Financial
California
USD 176 M +USD 39.2 M +378,073 +30%
Wells Fargo
5
Wells Fargo
California
USD 164 M +USD 3.18 M +30,659 +2%
Morgan Stanley
6
Morgan Stanley
New York
USD 161 M -USD 11.9 M -114,398 -7%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
USD 137 M +USD 119 M +1,152,743 +949%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
USD 133 M +USD 11.2 M +107,969 +10%
Bessemer Group
9
Bessemer Group
New Jersey
USD 131 M – – –
Ameriprise
10
Ameriprise
Minnesota
USD 87.7 M -USD 2.88 M -27,780 -3%
AssetMark Inc
11
AssetMark Inc
California
USD 80.1 M -USD 10.4 M -99,952 -12%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
USD 79.4 M -USD 1.79 M -17,276 -2%
Deutsche Bank
13
Deutsche Bank
Germany
USD 73.8 M – – –
GAG
14
Goodman Advisory Group
Massachusetts
USD 56.7 M +USD 326 k +3,148 +0.6%
UBS Group
15
UBS Group
Switzerland
USD 52.8 M +USD 319 k +3,073 +0.6%
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
USD 45.6 M -USD 1.57 M -15,151 -3%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
USD 42 M +USD 588 k +5,677 +1%
New York Life Investment Management
18
New York Life Investment Management
New York
USD 39.4 M -USD 898 k -8,660 -2%
HHRDM
19
H&H Retirement Design & Management
Nevada
USD 38.2 M +USD 1.76 M +17,020 +5%
Raymond James Financial
20
Raymond James Financial
Florida
USD 38.2 M +USD 4.5 M +43,426 +14%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
USD 30.8 M +USD 2.18 M +20,990 +8%
Horizon Investments
22
Horizon Investments
North Carolina
USD 29.2 M +USD 28.2 M +272,048 Nuevas
Potomac Fund Management
23
Potomac Fund Management
Florida
USD 27.7 M +USD 26.6 M +257,100 Nuevas
Goldman Sachs
24
Goldman Sachs
New York
USD 26.6 M -USD 20.7 M -200,102 -45%
River Wealth Advisors
25
River Wealth Advisors
Pennsylvania
USD 25.7 M +USD 174 k +1,683 +0.7%
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