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SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

455 hedge funds and large institutions have $2.31B invested in SPDR Bloomberg Convertible Securities ETF in 2022 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 134 increasing their positions, 167 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
455
Holders Change
-1
Holders Change %
-0.22%
% of All Funds
7.87%
Holding in Top 10
17
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-22.73%
% of All Funds
0.29%
New
49
Increased
134
Reduced
167
Closed
44
Calls
$4.73M
Puts
$31.1M
Net Calls
-$26.4M
Net Calls Change
+$4.05M

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$210M
2
Jane Street
Jane Street
New York
+$56.8M
3
TC
TownSquare Capital
Utah
+$15.5M
4
Osaic Holdings
Osaic Holdings
Arizona
+$14.3M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$12.8M

Top Sellers

1
CCA
Conservest Capital Advisors
Pennsylvania
-$38.7M
2
PNAA
Pictet North America Advisors
Switzerland
-$35.4M
3
Allianz Asset Management
Allianz Asset Management
Germany
-$23.7M
4
Wells Fargo
Wells Fargo
California
-$16.9M
5
HNB
Huntington National Bank
Ohio
-$14.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
351
Baldrige Asset Management
Pennsylvania
$201K – – –
BWL
352
Bogart Wealth LLC
Virginia
$196K -$1.58K -25 -0.8%
CAL
353
Capital Analysts LLC
Pennsylvania
$196K +$759 +12 +0.4%
LWP
354
Laurel Wealth Planning
Minnesota
$190K – – –
GRP
355
Global Retirement Partners
California
$186K +$97.8K +1,504 +111%
AF
356
Advisornet Financial
Minnesota
$170K -$54K -852 -24%
WFA
357
Wells Financial Advisors
Massachusetts
$163K – – –
EWM
358
EPG Wealth Management
Georgia
$163K +$163K +2,570 New
AF
359
Allworth Financial
California
$162K +$37.7K +595 +30%
PTC
360
Private Trust Company
Ohio
$162K +$98.5K +1,553 +155%
CFB
361
Cullen/Frost Bankers
Texas
$153K -$21K -332 -12%
BBHC
362
Brown Brothers Harriman & Co
New York
$152K – – –
UCB
363
United Community Bank
South Carolina
$151K – – –
DZ Bank
364
DZ Bank
Germany
$137K -$6.28K -100 -4%
HI
365
Harbour Investments
Wisconsin
$136K – – –
EW
366
Element Wealth
Mississippi
$129K – – –
BSB
367
Bangor Savings Bank
Maine
$126K – – –
SSB
368
Sandy Spring Bank
Maryland
$114K – – –
CIAS
369
Capital Investment Advisory Services
North Carolina
$114K – – –
SWM
370
Selective Wealth Management
Virginia
$114K – – –
RG
371
Retirement Group
California
$111K -$85.1K -1,348 -43%
HCP
372
Hexagon Capital Partners
Arkansas
$102K -$9.65K -153 -9%
OHWP
373
Oak Harbor Wealth Partners
North Carolina
$95K – – –
MRCM
374
M&R Capital Management
New Jersey
$94K – – –
SBL
375
Sargent Bickham Lagudis
Colorado
$92K +$380 +6 +0.4%
13 14
15
16 17