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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
+$30M
3
CCMG
Clark Capital Management Group
Pennsylvania
+$11.3M
4
Goldman Sachs
Goldman Sachs
New York
+$11.3M
5
HPWA
Hall Private Wealth Advisors
North Carolina
+$7.25M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$58.2M
2
AWM
AE Wealth Management
Kansas
-$57.1M
3
SFS
Sowell Financial Services
Arkansas
-$32.3M
4
B
Barings
North Carolina
-$31.9M
5
Wells Fargo
Wells Fargo
California
-$29.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MC
251
Moors & Cabot
Massachusetts
$463K -$248K -3,840 -35%
T
252
TCWP
Ohio
$462K +$462K +7,164 New
RSWM
253
Robertson Stephens Wealth Management
California
$453K +$453K +7,019 New
GTAM
254
Global Trust Asset Management
Florida
$446K -$6.58K -102 -1%
BIA
255
Bigelow Investment Advisors
Maine
$446K -$4.19K -65 -0.9%
Cetera Investment Advisers
256
Cetera Investment Advisers
Illinois
$443K -$466K -7,209 -51%
FWM
257
Focused Wealth Management
New York
$442K -$16.4K -255 -4%
HCM
258
Highview Capital Management
Illinois
$438K -$26.8K -415 -6%
CTFG
259
Capstone Triton Financial Group
Oklahoma
$431K – – –
ES
260
Eagle Strategies
New York
$420K -$269K -4,168 -39%
CA
261
CoreCap Advisors
Michigan
$419K -$363K -5,617 -46%
TPWA
262
TRUE Private Wealth Advisors
Oregon
$419K – – –
CIBC Private Wealth Group
263
CIBC Private Wealth Group
Georgia
$410K – – –
LTI
264
Laffer Tengler Investments
Tennessee
$408K -$318K -4,923 -44%
KF
265
Krilogy Financial
Missouri
$404K -$23K -356 -5%
KA
266
Kovack Advisors
Florida
$401K -$19.4K -301 -5%
KW
267
KWB Wealth
California
$401K +$401K +6,210 New
MWM
268
Meridian Wealth Management
Kentucky
$398K +$398K +6,162 New
LWAC
269
Laurel Wealth Advisors (California)
California
$385K +$71.5K +1,108 +23%
WS
270
Wedbush Securities
California
$377K -$113K -1,755 -23%
CA
271
Cetera Advisors
Colorado
$371K -$177K -2,746 -32%
CST
272
Charles Schwab Trust
Nevada
$368K – – –
CG
273
Colony Group
Massachusetts
$366K -$380K -5,890 -51%
SEI Investments
274
SEI Investments
Pennsylvania
$365K +$14.1K +218 +4%
IWM
275
IHT Wealth Management
Illinois
$363K -$26K -403 -7%
9 10
11
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