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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 %
FAG
301
Fortitude Advisory Group
Washington
$275K -$10.4K -161 -4%
CCA
302
Childress Capital Advisors
Texas
$272K – – –
BFG
303
Berger Financial Group
Minnesota
$270K +$65 +1 +0%
CG
304
Cynosure Group
Utah
$269K – – –
APW
305
Aurora Private Wealth
New Jersey
$267K -$1.36K -21 -0.5%
USCWA
306
U.S. Capital Wealth Advisors
Texas
$266K +$5.61K +87 +2%
Wolverine Trading
307
Wolverine Trading
Illinois
$266K +$266K +4,092 New
PWMAG
308
Pinnacle Wealth Management Advisory Group
New Jersey
$265K -$20.7K -320 -7%
WAM
309
WealthTrust Asset Management
Florida
$264K -$1.79M -27,650 -87%
EA
310
Eudaimonia Advisors
Tennessee
$261K -$1.23M -19,099 -83%
MFA
311
Mayflower Financial Advisors
Massachusetts
$260K +$260K +4,024 New
EFS
312
Essex Financial Services
Connecticut
$259K -$85K -1,318 -25%
FRA
313
Frank Rimerman Advisors
California
$258K – – –
OCM
314
Orion Capital Management
California
$258K -$64.9K -1,006 -20%
CPA
315
Cardiff Park Advisors
California
$258K – – –
VIM
316
Vista Investment Management
Pennsylvania
$253K – – –
WP
317
WealthShield Partners
North Carolina
$252K -$26.5K -410 -9%
KWM
318
Kingsview Wealth Management
Oregon
$249K -$2.87M -44,514 -92%
ASN
319
Advisory Services Network
Georgia
$249K -$258 -4 -0.1%
ARC
320
Advisor Resource Council
Texas
$249K +$249K +3,862 New
Bank of New York Mellon
321
Bank of New York Mellon
New York
$248K -$64.5K -1,000 -21%
KeyBank National Association
322
KeyBank National Association
Ohio
$248K – – –
DA
323
Detalus Advisors
Missouri
$246K +$246K +3,815 New
Baird Financial Group
324
Baird Financial Group
Wisconsin
$244K -$14K -217 -5%
RL
325
Retireful LLC
Michigan
$244K +$244K +3,779 New
11 12
13
14 15