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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 %
PFGIA
276
Patriot Financial Group Insurance Agency
Massachusetts
$362K -$13.7K -212 -4%
WAM
277
WFA Asset Management
Wisconsin
$359K +$1.42K +22 +0.4%
KWA
278
KCS Wealth Advisory
California
$349K -$1.74K -27 -0.5%
EFL
279
ERn Financial LLC
Wisconsin
$348K +$194 +3 +0.1%
RF
280
Robbins Farley
New Hampshire
$348K +$348K +5,387 New
TWC
281
TD Waterhouse Canada
Ontario, Canada
$343K +$28.1K +407 +9%
NFG
282
Nations Financial Group
Iowa
$338K -$65K -1,008 -16%
CMS
283
Capital Market Strategies
Florida
$330K – – –
SWIG
284
Strategic Wealth Investment Group
Kentucky
$328K -$350K -5,409 -52%
WWM
285
Western Wealth Management
Colorado
$326K +$57K +883 +21%
RP
286
Riverbridge Partners
Minnesota
$323K – – –
EWA
287
EP Wealth Advisors
California
$320K -$5.62K -87 -2%
UWM
288
Urban Wealth Management
California
$315K +$315K +4,879 New
SFA
289
Sequoia Financial Advisors
Ohio
$312K +$31K +480 +11%
EWM
290
Evercore Wealth Management
New York
$307K – – –
CPA
291
Court Place Advisors
Maryland
$307K – – –
Manulife (Manufacturers Life Insurance)
292
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$304K -$729K -11,288 -71%
QCIG
293
Quad-Cities Investment Group
Iowa
$302K +$516 +8 +0.2%
AAS
294
Avantax Advisory Services
Texas
$302K +$302K +4,678 New
MPPLM
295
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$298K -$61.9K -960 -17%
DWMG
296
DB Wealth Management Group
California
$297K -$3.01M -46,716 -91%
Fidelity Investments
297
Fidelity Investments
Massachusetts
$295K -$21.4K -331 -7%
Comerica Bank
298
Comerica Bank
Texas
$295K -$6.36K -96 -2%
SWM
299
SeaCrest Wealth Management
New York
$286K +$27.4K +425 +11%
FMII
300
Farmers & Merchants Investments Inc
Nebraska
$284K -$161K -2,500 -36%
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