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SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

456 hedge funds and large institutions have $2.08B invested in SPDR Bloomberg Convertible Securities ETF in 2022 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 116 increasing their positions, 206 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
456
Holders Change
-28
Holders Change %
-5.79%
% of All Funds
7.71%
Holding in Top 10
22
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12%
% of All Funds
0.37%
New
37
Increased
116
Reduced
206
Closed
59
Calls
$1.31M
Puts
$31.7M
Net Calls
-$30.4M
Net Calls Change
-$3.87M

Top Buyers

1
NYLIM
New York Life Investment Management
New York
$73.1M
2
Allianz Asset Management
Allianz Asset Management
Germany
$46.5M
3
CCMG
Clark Capital Management Group
Pennsylvania
$11.3M
4
Goldman Sachs
Goldman Sachs
New York
$75.8M
5
HPWA
Hall Private Wealth Advisors
North Carolina
$19.7M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$27.9M
2
AWM
AE Wealth Management
Kansas
$1.11M
3
SFS
Sowell Financial Services
Arkansas
$0
4
B
Barings
North Carolina
$0
5
Wells Fargo
Wells Fargo
California
$103M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWMA
226
Heritage Wealth Management (Arizona)
Arizona
$545K -$59.5K -922 -10%
HWM
227
HB Wealth Management
Georgia
$541K -$4.07K -63 -0.7%
CRWM
228
Castle Rock Wealth Management
California
$538K -$4.01K -61 -0.7%
HH
229
Hilltop Holdings
Texas
$536K -$49.3K -764 -8%
LA
230
Lifeworks Advisors
Michigan
$532K +$194K +3,005 +57%
AWA
231
Acorn Wealth Advisors
Michigan
$530K +$968 +15 +0.2%
EH
232
Equitable Holdings
New York
$529K -$31.2K -483 -6%
Koshinski Asset Management
233
Koshinski Asset Management
Illinois
$527K -$73K -1,131 -12%
TRIA
234
Trail Ridge Investment Advisors
Colorado
$523K +$523K +8,106 New
BF
235
BOK Financial
Oklahoma
$522K -$307K -4,754 -37%
BFEC
236
Benjamin F. Edwards & Company
Missouri
$518K +$183K +2,836 +55%
MSAM
237
Moloney Securities Asset Management
Missouri
$509K – – –
Mercer Global Advisors
238
Mercer Global Advisors
Colorado
$507K -$178K -2,751 -26%
LFAS
239
Level Four Advisory Services
Texas
$505K -$430K -6,649 -46%
SWM
240
Spire Wealth Management
Virginia
$500K -$43.8K -678 -8%
GP
241
Geneva Partners
Wisconsin
$497K -$28.8K -446 -5%
OPS
242
Orion Portfolio Solutions
Nebraska
$490K +$21.3K +331 +5%
BOS
243
Bank of Stockton
California
$488K -$191K -2,962 -28%
WMR
244
Wealth Management Resources
Rhode Island
$488K +$161K +2,495 +49%
KPWS
245
Kestra Private Wealth Services
Texas
$485K -$975K -15,089 -67%
BAM
246
Belpointe Asset Management
Nevada
$481K -$838 -13 -0.2%
CC
247
Commons Capital
Massachusetts
$480K +$646 +10 +0.1%
AWE
248
Avidian Wealth Enterprises
Texas
$468K -$47.9K -741 -9%
SCA
249
Snowden Capital Advisors
New York
$468K -$3.23K -50 -0.7%
M&T Bank
250
M&T Bank
New York
$464K +$161K +3,824 +53%
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