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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 %
OSAM
426
O'Shaughnessy Asset Management
Connecticut
$13K – – –
AIP
427
Ameritas Investment Partners
Nebraska
$13K +$62 +1 +0.5%
FHA
428
First Horizon Advisors
Tennessee
$13K +$60 +1 +0.5%
FF
429
FourThought Financial
Florida
$13K +$13K +200 New
BC
430
Barrett & Company
Rhode Island
$10.7K +$10.7K +167 New
KIG
431
Kessler Investment Group
Indiana
$10K – – –
GWS
432
Glassman Wealth Services
Virginia
$10K – – –
SAM
433
Strategic Asset Management
Minnesota
$10K – – –
HI
434
Hoey Investments
Pennsylvania
$9K +$9K +138 New
JWA
435
JFS Wealth Advisors
Pennsylvania
$8K – – –
GIA
436
GHP Investment Advisors
Colorado
$7K – – –
MWM
437
Mascoma Wealth Management
New Hampshire
$6K – – –
FFA
438
Founders Financial Alliance
North Carolina
$6K – – –
CFD
439
Creative Financial Designs
Indiana
$5K -$5.13K -81 -51%
TCM
440
Tradewinds Capital Management
Washington
$5K -$473 -7 -9%
GI
441
Gradient Investments
Minnesota
$4K – – –
MCM
442
McMillion Capital Management
North Carolina
$4K – – –
TFGT
443
TS Financial Group (TSFG)
Illinois
$4K – – –
TWM
444
Tradition Wealth Management
Minnesota
$4K – – –
TRCT
445
Tower Research Capital (TRC)
New York
$4K +$4K +57 New
WWM
446
Wagner Wealth Management
South Carolina
$3K -$22.5K -375 -88%
AA
447
Ancora Advisors
Ohio
$3K – – –
NC
448
NewSquare Capital
Pennsylvania
$2K -$54 -1 -3%
MA
449
Montag & Associates
Georgia
$2K – – –
CIAS
450
CFS Investment Advisory Services
New Jersey
$2K +$2K +120,966 New
16 17
18
19 20