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SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

484 hedge funds and large institutions have $2.98B invested in SPDR Bloomberg Convertible Securities ETF in 2022 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 141 increasing their positions, 212 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
484
Holders Change
-35
Holders Change %
-6.74%
% of All Funds
7.66%
Holding in Top 10
25
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.71%
% of All Funds
0.4%
New
42
Increased
141
Reduced
212
Closed
70
Calls
$1.98M
Puts
$28.5M
Net Calls
-$26.5M
Net Calls Change
+$53.2M

Top Buyers

1
AWM
AE Wealth Management
Kansas
$69.3M
2
Jane Street
Jane Street
New York
$42.7M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$103M
4
IA
IndexIQ Advisors
New York
$114M
5
SFS
Sowell Financial Services
Arkansas
$32.3M

Top Sellers

1
US Bancorp
US Bancorp
Minnesota
$1.42M
2
HCM
Howard Capital Management
Georgia
$0
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$67.5M
4
Allianz Asset Management
Allianz Asset Management
Germany
$19.7M
5
Osaic Holdings
Osaic Holdings
Arizona
$26.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCMLT
451
Beacon Capital Management LLC (Tennessee)
Tennessee
$21K +$21K +267 New
JWA
452
JFS Wealth Advisors
Pennsylvania
$19K -$74.3K -986 -80%
PCA
453
Providence Capital Advisors
North Carolina
$19K – – –
CWA
454
Core Wealth Advisors
Florida
$19K – – –
TSWM
455
Tyler-Stone Wealth Management
Ohio
$19K – – –
COCM
456
Charter Oak Capital Management
New Hampshire
$17K -$14.6K -193 -46%
GFPC
457
Global Financial Private Client
Florida
$16.2K -$17.5K -226 -52%
FDCDDQ
458
Federation des caisses Desjardins du Quebec
Quebec, Canada
$16.2K – – –
TAM
459
Townsend Asset Management
North Carolina
$16K – – –
CCA
460
Column Capital Advisors
Indiana
$15K – – –
AIP
461
Ameritas Investment Partners
Nebraska
$15K +$72 +1 +0.5%
AA
462
Addison Advisors
Vermont
$14K – – –
KIG
463
Kessler Investment Group
Indiana
$13K – – –
GWS
464
Glassman Wealth Services
Virginia
$13K – – –
GI
465
Gradient Investments
Minnesota
$13K +$8.34K +111 +179%
CFD
466
Creative Financial Designs
Indiana
$12K -$293K -3,667 -96%
WA
467
Win Advisors
Florida
$11K +$11K +149 New
GIA
468
GHP Investment Advisors
Colorado
$9K +$9K +117 New
MWM
469
Mascoma Wealth Management
New Hampshire
$8K – – –
FFA
470
Founders Financial Alliance
North Carolina
$7K – – –
ONST
471
Old North State Trust
North Carolina
$5.68K -$5.45M -70,940 -100%
TFGT
472
TS Financial Group (TSFG)
Illinois
$5K – – –
TWM
473
Tradition Wealth Management
Minnesota
$5K – – –
MPWT
474
MassMutual Private Wealth & Trust
Connecticut
$5K +$5K +60 New
NC
475
NewSquare Capital
Pennsylvania
$4K -$10.9K -125 -73%
17 18
19
20 21