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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 %
VIM
326
Vista Investment Management
Pennsylvania
$241K 3,740 – –
BCI
327
Brinker Capital Investments
Pennsylvania
$238K 3,702 – –
FHC
328
First Heartland Consultants
Missouri
$237K 3,679 -12 -0.3%
Bank of New York Mellon
329
Bank of New York Mellon
New York
$236K 3,661 -3,736 -51%
SSWM
330
Strait & Sound Wealth Management
California
$235K 3,500 +3,500 New
IAS
331
IMA Advisory Services
Colorado
$235K 3,654 +38 +1%
GP
332
Geneva Partners
Wisconsin
$235K 3,651 -1,893 -34%
OFS
333
OneAscent Financial Services
Alabama
$233K 3,628 +3,628 New
KeyBank National Association
334
KeyBank National Association
Ohio
$233K 3,619 – –
HF
335
HRT Financial
New York
$232K 3,609 +3,609 New
EIP
336
Ellis Investment Partners
Pennsylvania
$230K 3,570 +36 +1%
MIM
337
Moseley Investment Management
Florida
$230K 3,569 – –
APW
338
Austin Private Wealth
Texas
$228K 3,542 +3,542 New
BFO
339
Boston Family Office
Massachusetts
$226K 3,510 – –
PWM
340
Perigon Wealth Management
California
$224K 3,476 -853 -20%
BTWM
341
Baker Tilly Wealth Management
Wisconsin
$222K 3,450 +3,450 New
NFG
342
Nations Financial Group
Iowa
$221K 3,439 -800 -19%
SB
343
Strategic Blueprint
Georgia
$221K 3,434 – –
PFP
344
Paragon Financial Partners
California
$220K 3,423 +12 +0.4%
EWM
345
Evercore Wealth Management
New York
$220K 3,418 -1,339 -28%
PCWA
346
Pacific Capital Wealth Advisors
California
$218K 3,387 +11 +0.3%
CWM
347
CCG Wealth Management
California
$218K 3,383 – –
Fifth Third Bancorp
348
Fifth Third Bancorp
Ohio
$213K 3,314 – –
PWAG
349
Polaris Wealth Advisory Group
California
$209K 3,158 -4 -0.1%
KWMG
350
King Wealth Management Group
Florida
$209K 3,254 – –
12 13
14
15 16