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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 %
GWAG
326
Garrett Wealth Advisory Group
Texas
$239K -$114K -1,767 -32%
BCI
327
Brinker Capital Investments
Pennsylvania
$239K – – –
IAS
328
IMA Advisory Services
Colorado
$239K +$39.1K +606 +20%
MAM
329
McCarthy Asset Management
California
$234K +$452 +7 +0.2%
CWS
330
Cypress Wealth Services
California
$233K +$233K +3,608 New
MIM
331
Moseley Investment Management
Florida
$230K – – –
AF
332
Advisornet Financial
Minnesota
$228K -$7.09K -110 -3%
FHC
333
First Heartland Consultants
Missouri
$228K +$7.29K +118 +3%
BFO
334
Boston Family Office
Massachusetts
$227K – – –
EIP
335
Ellis Investment Partners
Pennsylvania
$227K +$839 +13 +0.4%
SFG
336
Summit Financial Group
West Virginia
$225K -$14.2K -220 -6%
CAI
337
Capital Advisors Inc
Oklahoma
$223K +$29.1K +450 +15%
PFP
338
Paragon Financial Partners
California
$220K +$323 +5 +0.1%
SG
339
StoneX Group
New York
$220K -$118K -1,821 -35%
RA
340
RFG Advisory
Alabama
$218K -$2.49M -36,033 -92%
CWM
341
CCG Wealth Management
California
$218K – – –
National Bank of Canada
342
National Bank of Canada
Quebec, Canada
$215K -$26.5K -410 -11%
Fifth Third Bancorp
343
Fifth Third Bancorp
Ohio
$215K – – –
KWMG
344
King Wealth Management Group
Florida
$210K – – –
MAS
345
Madden Advisory Services
Florida
$209K – – –
ST
346
Sabal Trust
Florida
$208K – – –
WAG
347
Winthrop Advisory Group
Massachusetts
$208K – – –
BAM
348
Baldrige Asset Management
Pennsylvania
$205K +$143K +2,210 +230%
PWAG
349
Polaris Wealth Advisory Group
California
$204K -$17.5M -271,068 -99%
LGA
350
Lebenthal Global Advisors
New York
$203K -$55.3K -858 -21%
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14
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