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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 %
SSC
376
Syverson Strege & Co
Iowa
$87K – – –
PVH
377
Psagot Value Holdings
Israel
$84K +$84K +1,332 New
TF
378
Tompkins Financial
New York
$83K – – –
MA
379
MCF Advisors
Kentucky
$82K – – –
HBW
380
Hazlett, Burt & Watson
West Virginia
$80K +$13K +205 +19%
WT
381
Washington Trust
Rhode Island
$77K – – –
ANBT
382
American National Bank & Trust
Texas
$73K – – –
MCC
383
Money Concepts Capital
Florida
$65K -$7.86K -125 -11%
RIA
384
Realta Investment Advisors
Delaware
$64K +$64K +1,016 New
HR
385
Howe & Rusling
New York
$61K – – –
MA
386
MUFG Americas
New York
$59K – – –
SAM
387
S.A. Mason
Michigan
$56K – – –
PFBT
388
Parkside Financial Bank & Trust
Missouri
$51K +$51K +800 New
Bank of Montreal
389
Bank of Montreal
Ontario, Canada
$50.2K -$4.91K -73,274 -9%
EWA
390
EverSource Wealth Advisors
Alabama
$50K -$3.69K -58 -7%
AWM
391
Ameliora Wealth Management
Switzerland
$50K +$50K +804 New
CHC
392
City Holding Co
West Virginia
$46K +$33.8K +536 +278%
CWC
393
Carolinas Wealth Consulting
North Carolina
$44K – – –
WT
394
Whittier Trust
California
$42K – – –
FRA
395
Front Row Advisors
California
$39K – – –
Franklin Resources
396
Franklin Resources
California
$36K – – –
SMA
397
Sage Mountain Advisors
Georgia
$36K – – –
GIA
398
Goodwin Investment Advisory
Georgia
$36K +$10.4K +163 +41%
LJHT
399
Laurie J. Hall Trustee
$32K – – –
ACA
400
Aptus Capital Advisors
Alabama
$31K -$89.8K -1,425 -74%
14 15
16
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