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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 %
BFG
301
Berger Financial Group
Minnesota
$279K 4,341 +166 +4%
USCWA
302
U.S. Capital Wealth Advisors
Texas
$272K 4,235 +58 +1%
CCA
303
Childress Capital Advisors
Texas
$272K 4,220 – –
ES
304
Eagle Strategies
New York
$268K 4,167 +4,167 New
MPPLM
305
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$267K 4,153 -331 -7%
APW
306
Aurora Private Wealth
New Jersey
$267K 4,154 +11 +0.3%
PWP
307
Principle Wealth Partners
Connecticut
$266K 4,130 +4,130 New
FAG
308
Fortitude Advisory Group
Washington
$264K 4,098 -56 -1%
TPWA
309
TRUE Private Wealth Advisors
Oregon
$263K 4,089 -1,264 -24%
SWM
310
SeaCrest Wealth Management
New York
$262K 4,077 -258 -6%
JIR
311
James Investment Research
Ohio
$261K 4,050 -10,275 -72%
LGA
312
Lebenthal Global Advisors
New York
$260K 4,033 +4,033 New
OCM
313
Orion Capital Management
California
$257K 4,000 – –
CPA
314
Cardiff Park Advisors
California
$257K 4,000 – –
FRA
315
Frank Rimerman Advisors
California
$257K 4,000 – –
SAM
316
Strategy Asset Managers
California
$255K 3,964 -682 -15%
EFS
317
Essex Financial Services
Connecticut
$254K 3,955 +6 +0.2%
W
318
WealthOne
New York
$253K 3,936 +3,936 New
SFG
319
Summit Financial Group
West Virginia
$250K 3,880 +400 +11%
DWMG
320
DB Wealth Management Group
California
$250K 3,884 -662 -15%
CPSAC
321
Chas P. Smith & Associates (CPS)
Florida
$247K 3,841 +3,841 New
QCIG
322
Quad-Cities Investment Group
Iowa
$246K 3,819 -872 -19%
RSWM
323
Robertson Stephens Wealth Management
California
$244K 3,787 -852 -18%
KPWS
324
Kestra Private Wealth Services
Texas
$243K 3,779 -1,279 -25%
CCM
325
Crew Capital Management
Ohio
$241K 3,750 -43,318 -92%
11 12
13
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