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SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

471 hedge funds and large institutions have $2.48B invested in SPDR Bloomberg Convertible Securities ETF in 2022 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 127 increasing their positions, 187 reducing their positions, and 43 closing their positions.

Holders
471
Holders Change
+16
Holders Change %
+3.52%
% of All Funds
7.6%
Holding in Top 10
17
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.27%
New
68
Increased
127
Reduced
187
Closed
43
Calls
$4.6M
Puts
$2.24M
Net Calls
+$2.37M
Net Calls Change
+$28.7M

Top Buyers

1
CCA
1
Conservest Capital Advisors
Pennsylvania
$37M
2
Goldman Sachs
2
Goldman Sachs
New York
$119M
3
Jane Street
3
Jane Street
New York
$119M
4
AssetMark Inc
4
AssetMark Inc
California
$237M
5
Barclays
5
Barclays
United Kingdom
$27.4M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.57M
2
Morgan Stanley
2
Morgan Stanley
New York
$138M
3
OAM
3
Oppenheimer Asset Management
New York
$11.8M
4
AA
4
Advisory Alpha
Michigan
$1.72M
5
NYLIM
5
New York Life Investment Management
New York
$60.5M
Name Market Value Shares Shares
Change 		Shares
Change %
AWA
251
Acorn Wealth Advisors
Michigan
$487K 7,573 -635 -8%
HWM
252
HB Wealth Management
Georgia
$483K 7,512 -872 -10%
BF
253
BOK Financial
Oklahoma
$471K 7,315 +57 +0.8%
SCA
254
Snowden Capital Advisors
New York
$471K 7,314 +1,564 +27%
OPA
255
Old Port Advisors
Maine
$460K 7,157 -536 -7%
GTAM
256
Global Trust Asset Management
Florida
$445K 6,910 – –
MSAM
257
Moloney Securities Asset Management
Missouri
$443K 6,885 -200 -3%
FWM
258
Focused Wealth Management
New York
$437K 6,792 -54 -0.8%
CRWM
259
Castle Rock Wealth Management
California
$437K 6,431 -1,762 -22%
KF
260
Krilogy Financial
Missouri
$436K 6,776 +14 +0.2%
AAS
261
Avantax Advisory Services
Texas
$424K 6,587 +1,437 +28%
NA
262
NewEdge Advisors
Louisiana
$422K 15,195 -4,294 -22%
SC
263
Seldon Capital
California
$421K 6,544 -8,700 -57%
GEA
264
Glen Eagle Advisors
New Jersey
$421K 6,541 -1,625 -20%
BFA
265
Beaumont Financial Advisors
Massachusetts
$418K 6,500 +2,581 +66%
LWAC
266
Laurel Wealth Advisors (California)
California
$412K 6,405 -1,410 -18%
OPS
267
Orion Portfolio Solutions
Nebraska
$412K 6,401 -4,914 -43%
BAM
268
BTS Asset Management
Massachusetts
$410K 6,229 -689 -10%
KW
269
KWB Wealth
California
$407K 6,322 +480 +8%
BOS
270
Bank of Stockton
California
$403K 6,260 -1,300 -17%
PCIA
271
Prime Capital Investment Advisors
Kansas
$402K 6,242 -1,667 -21%
Koshinski Asset Management
272
Koshinski Asset Management
Illinois
$400K 6,218 -2,029 -25%
CTFG
273
Capstone Triton Financial Group
Oklahoma
$388K 6,029 -387 -6%
JFG
274
Jefferies Financial Group
New York
$384K 5,961 +5,961 New
T
275
TCWP
Ohio
$381K 5,923 -686 -10%
9 10
11
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