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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 %
OFG
451
Oxford Financial Group
Indiana
$104K +$104K +1,257 New
JWA
452
JFS Wealth Advisors
Pennsylvania
$103K +$103K +1,238 New
WT
453
Washington Trust
Rhode Island
$100K – – –
ANBT
454
American National Bank & Trust
Texas
$95K -$5.79K -70 -6%
FFWM
455
Future Financial Wealth Management
Ohio
$83K +$83K +1,000 New
SCA
456
Sandy Cove Advisors
Massachusetts
$83K +$83K +1,000 New
SAM
457
S.A. Mason
Michigan
$82K +$11.7K +140 +17%
HR
458
Howe & Rusling
New York
$80K – – –
CWC
459
Carolinas Wealth Consulting
North Carolina
$78K +$20.2K +244 +35%
VRM
460
Vectors Research Management
New York
$74K +$74K +889 New
MAM
461
Meeder Asset Management
Ohio
$73K – – –
EWA
462
EverSource Wealth Advisors
Alabama
$67K +$67K +808 New
WT
463
Whittier Trust
California
$58K – – –
LAS
464
Lloyd Advisory Services
Georgia
$56K -$388K -4,644 -87%
FRA
465
Front Row Advisors
California
$55K – – –
CWP
466
Concord Wealth Partners
Virginia
$50K +$41.7K +500 +500%
OA
467
Operose Advisors
Wisconsin
$50K +$50K +605 New
RPCONE
468
Retirement Planning Company of New England
Rhode Island
$50K +$50K +611 New
Franklin Resources
469
Franklin Resources
California
$47K -$46.7M -564,380 -100%
SAM
470
Strategic Asset Management
Minnesota
$47K -$46K -552 -49%
SMA
471
Sage Mountain Advisors
Georgia
$47K – – –
LJHT
472
Laurie J. Hall Trustee
$41K – – –
SWA
473
SOA Wealth Advisors
New York
$41K +$497 +6 +1%
PA
474
Parallel Advisors
California
$39K +$417 +5 +1%
FHA
475
First Horizon Advisors
Tennessee
$38K +$19.7K +247 +107%
17 18
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