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SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

455 hedge funds and large institutions have $2.31B invested in SPDR Bloomberg Convertible Securities ETF in 2022 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 134 increasing their positions, 167 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
455
Holders Change
-1
Holders Change %
-0.22%
% of All Funds
7.87%
Holding in Top 10
17
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-22.73%
% of All Funds
0.29%
New
49
Increased
134
Reduced
167
Closed
44
Calls
$4.73M
Puts
$31.1M
Net Calls
-$26.4M
Net Calls Change
+$4.05M

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$210M
2
Jane Street
Jane Street
New York
+$56.8M
3
TC
TownSquare Capital
Utah
+$15.5M
4
Osaic Holdings
Osaic Holdings
Arizona
+$14.3M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$12.8M

Top Sellers

1
CCA
Conservest Capital Advisors
Pennsylvania
-$38.7M
2
PNAA
Pictet North America Advisors
Switzerland
-$35.4M
3
Allianz Asset Management
Allianz Asset Management
Germany
-$23.7M
4
Wells Fargo
Wells Fargo
California
-$16.9M
5
HNB
Huntington National Bank
Ohio
-$14.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
KW
276
KWB Wealth
California
$370K -$23.3K -368 -6%
SCA
277
Snowden Capital Advisors
New York
$363K -$94.7K -1,500 -21%
CST
278
Charles Schwab Trust
Nevada
$361K – – –
BFEC
279
Benjamin F. Edwards & Company
Missouri
$359K -$149K -2,353 -29%
WAM
280
WFA Asset Management
Wisconsin
$354K +$1.46K +23 +0.4%
GP
281
Geneva Partners
Wisconsin
$351K -$136K -2,154 -28%
TWC
282
TD Waterhouse Canada
Ontario, Canada
$345K – – –
Mariner
283
Mariner
Kansas
$344K +$344K +5,433 New
PFGIA
284
Patriot Financial Group Insurance Agency
Massachusetts
$343K -$12.2K -192 -3%
KWA
285
KCS Wealth Advisory
California
$342K -$951 -15 -0.3%
EFL
286
ERn Financial LLC
Wisconsin
$342K +$253 +4 +0.1%
TPWA
287
TRUE Private Wealth Advisors
Oregon
$338K -$71.8K -1,137 -18%
RF
288
Robbins Farley
New Hampshire
$327K -$14.5K -229 -4%
AAS
289
Avantax Advisory Services
Texas
$326K +$29.9K +472 +10%
KPWS
290
Kestra Private Wealth Services
Texas
$320K -$155K -2,451 -33%
RT
291
Rockland Trust
Massachusetts
$315K +$315K +4,976 New
TVAMP
292
Tennessee Valley Asset Management Partners
Tennessee
$314K +$314K +4,968 New
WS
293
Wedbush Securities
California
$311K -$58.4K -922 -16%
CMS
294
Capital Market Strategies
Florida
$311K -$12.7K -200 -4%
SFA
295
Sequoia Financial Advisors
Ohio
$306K – – –
EWM
296
Evercore Wealth Management
New York
$301K – – –
QCIG
297
Quad-Cities Investment Group
Iowa
$297K +$443 +7 +0.1%
CPA
298
Court Place Advisors
Maryland
$294K -$6.32K -100 -2%
SAM
299
Strategy Asset Managers
California
$294K +$294K +4,646 New
RSWM
300
Robertson Stephens Wealth Management
California
$293K -$150K -2,380 -34%
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