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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 %
CAI
401
Capital Advisors Inc
Oklahoma
$249K – – –
HCM
402
Hilton Capital Management
New York
$249K – – –
PAMG
403
Patton Albertson Miller Group
Tennessee
$248K – – –
BPCE
404
Bank Pictet & Cie (Europe)
Germany
$248K – – –
MWM
405
Meridian Wealth Management
Kentucky
$244K – – –
Thrivent Financial for Lutherans
406
Thrivent Financial for Lutherans
Minnesota
$243K -$33.2K -383 -12%
PMG
407
ProVise Management Group
Florida
$239K +$4.39K +53 +2%
CAP
408
Columbia Advisory Partners
Washington
$237K +$237K +2,862 New
AWM
409
Affinity Wealth Management
Delaware
$236K +$1.79K +23 +0.8%
BBA
410
Braun-Bostich & Associates
Pennsylvania
$236K +$236K +3,029 New
SW
411
StrongBox Wealth
Missouri
$233K -$31.6K -381 -12%
BTWM
412
Baker Tilly Wealth Management
Wisconsin
$233K +$233K +2,810 New
IHL
413
Investment House LLC
California
$231K – – –
CPSAC
414
Chas P. Smith & Associates (CPS)
Florida
$220K – – –
CAM
415
Chandler Asset Management
California
$220K +$220K +2,650 New
IFWM
416
Institute for Wealth Management
Colorado
$220K +$220K +2,653 New
LWAC
417
Laurel Wealth Advisors (California)
California
$219K +$219K +2,639 New
MA
418
MUFG Americas
New York
$215K -$29K -350 -12%
BCM
419
Brookstone Capital Management
Illinois
$214K +$214K +2,684 New
AssetMark Inc
420
AssetMark Inc
California
$213K -$132M -1,597,660 -100%
WFA
421
Wells Financial Advisors
Massachusetts
$213K – – –
EWM
422
EPG Wealth Management
Georgia
$211K +$31.3K +377 +17%
CIBC World Market
423
CIBC World Market
Ontario, Canada
$209K +$209K +2,519 New
MFW
424
Meristem Family Wealth
Minnesota
$207K -$402K -4,860 -66%
IAS
425
IMA Advisory Services
Colorado
$206K -$16.6K -201 -7%
15 16
17
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