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SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

519 hedge funds and large institutions have $4.03B invested in SPDR Bloomberg Convertible Securities ETF in 2021 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 168 increasing their positions, 175 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
519
Holders Change
+31
Holders Change %
+6.35%
% of All Funds
8.02%
Holding in Top 10
28
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-15.15%
% of All Funds
0.43%
New
98
Increased
168
Reduced
175
Closed
60
Calls
$3.47M
Puts
$83.2M
Net Calls
-$79.8M
Net Calls Change
-$301M

Top Buyers

1
US Bancorp
US Bancorp
Minnesota
$256M
2
Allianz Asset Management
Allianz Asset Management
Germany
$90M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$194M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$75.8M
5
Ameriprise
Ameriprise
Minnesota
$87.3M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
$213K
2
Bessemer Group
Bessemer Group
New Jersey
$4.91M
3
AWM
AE Wealth Management
Kansas
$2.94M
4
PWAG
Polaris Wealth Advisory Group
California
$321K
5
Franklin Resources
Franklin Resources
California
$47K
Name Holding Trade Value Shares
Change 		Shares
Change %
National Bank of Canada
351
National Bank of Canada
Quebec, Canada
$353K +$353K +4,261 New
RWA
352
Redhawk Wealth Advisors
Minnesota
$352K -$1.48M -17,796 -81%
APW
353
Aurora Private Wealth
New Jersey
$351K -$7.62K -92 -2%
BFEC
354
Benjamin F. Edwards & Company
Missouri
$345K -$29.4K -355 -8%
SFA
355
Sequoia Financial Advisors
Ohio
$344K – – –
BWL
356
Bogart Wealth LLC
Virginia
$338K -$5.47K -66 -2%
USCWA
357
U.S. Capital Wealth Advisors
Texas
$332K – – –
SWM
358
SeaCrest Wealth Management
New York
$332K +$83 +1 +0%
LGA
359
Lebenthal Global Advisors
New York
$332K +$1.16K +14 +0.4%
CPA
360
Cardiff Park Advisors
California
$332K +$332K +4,000 New
FRA
361
Frank Rimerman Advisors
California
$332K – – –
VIM
362
Vista Investment Management
Pennsylvania
$325K -$7.87K -95 -2%
BFG
363
Berger Financial Group
Minnesota
$324K -$73.4K -885 -18%
ASN
364
Advisory Services Network
Georgia
$324K -$24K -289 -7%
PWAG
365
Polaris Wealth Advisory Group
California
$321K -$55.7M -670,924 -99%
Comerica Bank
366
Comerica Bank
Texas
$320K -$6.44K -86 -2%
Bank of New York Mellon
367
Bank of New York Mellon
New York
$318K -$142K -1,710 -31%
PSUF
368
People's United Financial
Connecticut
$317K -$6.22K -75 -2%
CFD
369
Creative Financial Designs
Indiana
$317K +$4.82K +58 +2%
PWMG
370
Pinnacle Wealth Management Group
Michigan
$312K -$117K -1,414 -27%
MAM
371
McCarthy Asset Management
California
$312K +$1.74K +21 +0.6%
CS
372
Capital Square
Tennessee
$311K – – –
BHB
373
Bank Hapoalim BM
Israel
$308K -$372K – –
BCI
374
Brinker Capital Investments
Pennsylvania
$307K +$307K +3,702 New
FBFS
375
First Business Financial Services
Wisconsin
$303K +$303K +3,650 New
13 14
15
16 17