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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.

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

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$213K
2
Bessemer Group
2
Bessemer Group
New Jersey
$4.91M
3
AWM
3
AE Wealth Management
Kansas
$2.94M
4
PWAG
4
Polaris Wealth Advisory Group
California
$321K
5
Franklin Resources
5
Franklin Resources
California
$47K
Name Holding Trade Value Shares
Change 		Shares
Change %
KCFA
426
Key Client Fiduciary Advisors
New Jersey
$206K +$206K +2,480 New
UCB
427
United Community Bank
South Carolina
$204K +$204K +2,464 New
BCV
428
Banque Cantonale Vaudoise
Switzerland
$196K -$4.06K -49 -2%
DZ Bank
429
DZ Bank
Germany
$189K – – –
HI
430
Harbour Investments
Wisconsin
$178K -$1.28M -15,343 -88%
EW
431
Element Wealth
Mississippi
$169K – – –
SWM
432
Selective Wealth Management
Virginia
$165K – – –
MP
433
McDonald Partners
Ohio
$157K -$904K -10,892 -85%
ACM
434
Absolute Capital Management
Pennsylvania
$157K +$157K +1,898 New
FAM
435
Frontier Asset Management
Wyoming
$156K +$156K +1,884 New
SC
436
SouthState Corp
Florida
$154K +$154K +1,853 New
BAM
437
Baldrige Asset Management
Pennsylvania
$154K +$154K +1,854 New
ED
438
Exane Derivatives
France
$151K -$8.71K -105 -5%
SSB
439
Sandy Spring Bank
Maryland
$149K – – –
HCP
440
Hexagon Capital Partners
Arkansas
$147K – – –
ACA
441
Aptus Capital Advisors
Alabama
$142K – – –
DWP
442
Destiny Wealth Partners
Florida
$129K +$125K +1,499 +2,883%
MRCM
443
M&R Capital Management
New Jersey
$124K – – –
OHWP
444
Oak Harbor Wealth Partners
North Carolina
$124K +$124K +1,500 New
SBL
445
Sargent Bickham Lagudis
Colorado
$119K +$1.33K +16 +1%
GWANC
446
Guardian Wealth Advisors (North Carolina)
North Carolina
$119K +$119K +1,439 New
GRP
447
Global Retirement Partners
California
$117K +$498 +6 +0.4%
TF
448
Tompkins Financial
New York
$117K +$117K +1,405 New
SSC
449
Syverson Strege & Co
Iowa
$115K – – –
CCM
450
Cutler Capital Management
Massachusetts
$114K -$166 -2 -0.1%
16 17
18
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