CWB icon

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 %
BWL
351
Bogart Wealth LLC
Virginia
$201K – – –
RG
352
Retirement Group
California
$201K +$647 +10 +0.3%
CAL
353
Capital Analysts LLC
Pennsylvania
$199K +$774 +12 +0.4%
LWP
354
Laurel Wealth Planning
Minnesota
$194K +$129K +2,000 +200%
CFB
355
Cullen/Frost Bankers
Texas
$178K -$1.62K -25 -0.9%
WFA
356
Wells Financial Advisors
Massachusetts
$166K – – –
Nomura Asset Management
357
Nomura Asset Management
Japan
$157K – – –
BBHC
358
Brown Brothers Harriman & Co
New York
$155K – – –
UCB
359
United Community Bank
South Carolina
$154K -$19K -295 -11%
DZ Bank
360
DZ Bank
Germany
$147K – – –
HI
361
Harbour Investments
Wisconsin
$136K +$136K +2,106 New
EW
362
Element Wealth
Mississippi
$131K – – –
BSB
363
Bangor Savings Bank
Maine
$128K +$128K +1,983 New
AF
364
Allworth Financial
California
$127K +$124K +1,913 +3,826%
ACA
365
Aptus Capital Advisors
Alabama
$124K – – –
SSB
366
Sandy Spring Bank
Maryland
$116K – – –
CIAS
367
Capital Investment Advisory Services
North Carolina
$116K – – –
SWM
368
Selective Wealth Management
Virginia
$116K – – –
HCP
369
Hexagon Capital Partners
Arkansas
$114K – – –
BRWM
370
B. Riley Wealth Management
Tennessee
$106K +$8.54K +15,235 +9%
OHWP
371
Oak Harbor Wealth Partners
North Carolina
$97K – – –
MRCM
372
M&R Capital Management
New Jersey
$96K – – –
SBL
373
Sargent Bickham Lagudis
Colorado
$93K -$25.9K -402 -22%
GWANC
374
Guardian Wealth Advisors (North Carolina)
North Carolina
$93K – – –
SSC
375
Syverson Strege & Co
Iowa
$89K – – –
13 14
15
16 17