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SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

456 hedge funds and large institutions have $2.08B invested in SPDR Bloomberg Convertible Securities ETF in 2022 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 116 increasing their positions, 206 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
456
Holders Change
-28
Holders Change %
-5.79%
% of All Funds
7.71%
Holding in Top 10
22
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12%
% of All Funds
0.37%
New
37
Increased
116
Reduced
206
Closed
59
Calls
$1.31M
Puts
$31.7M
Net Calls
-$30.4M
Net Calls Change
-$3.87M

Top Buyers

1
NYLIM
New York Life Investment Management
New York
$73.1M
2
Allianz Asset Management
Allianz Asset Management
Germany
$46.5M
3
CCMG
Clark Capital Management Group
Pennsylvania
$11.3M
4
Goldman Sachs
Goldman Sachs
New York
$75.8M
5
HPWA
Hall Private Wealth Advisors
North Carolina
$19.7M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$27.9M
2
AWM
AE Wealth Management
Kansas
$1.11M
3
SFS
Sowell Financial Services
Arkansas
$0
4
B
Barings
North Carolina
$0
5
Wells Fargo
Wells Fargo
California
$103M
Name Holding Trade Value Shares
Change 		Shares
Change %
NC
451
NewSquare Capital
Pennsylvania
$2K -$421 -8 -17%
MA
452
Montag & Associates
Georgia
$2K – – –
NFSG
453
Newbridge Financial Services Group
Florida
$1K – – –
1IA
454
1834 Investment Advisors
Wisconsin
$1K – – –
TFA
455
Toth Financial Advisory
Virginia
$1K – – –
FGAM
456
Financial Gravity Asset Management
Texas
$287 -$499 -113 -63%
SFS
457
Sowell Financial Services
Arkansas
– -$32.3M -615,506 Closed
B
458
Barings
North Carolina
– -$31.9M -414,423 Closed
RWA
459
Redhawk Wealth Advisors
Minnesota
– -$7.02M -91,216 Closed
IWA
460
IBEX Wealth Advisors
New Jersey
– -$4.07M -52,867 Closed
FANJ
461
Financial Architects (New Jersey)
New Jersey
– -$3.35M -43,587 Closed
Barclays
462
Barclays
United Kingdom
– -$2.99M -38,900 Closed
HWM
463
Howard Wealth Management
Connecticut
– -$2.2M -28,544 Closed
SL
464
Systelligence LLC
Minnesota
– -$1.99M -25,862 Closed
BCM
465
Brookstone Capital Management
Illinois
– -$1.84M -24,534 Closed
BCP
466
Blackhawk Capital Partners
Wisconsin
– -$1.44M -18,660 Closed
GDP
467
Great Diamond Partners
Maine
– -$1.17M -15,260 Closed
EP
468
Eudaimonia Partners
Tennessee
– -$1.11M -14,364 Closed
CCFM
469
Clear Creek Financial Management
Washington
– -$972K -13,095 Closed
DIM
470
Delta Investment Management
California
– -$885K -11,501 Closed
TSS
471
Two Sigma Securities
New York
– -$874K -11,363 Closed
Vontobel Holding
472
Vontobel Holding
Switzerland
– -$629K -8,171 Closed
LAS
473
Lloyd Advisory Services
Georgia
– -$604K -7,847 Closed
GCMG
474
Gyroscope Capital Management Group
Florida
– -$467K -6,071 Closed
VAG
475
VisionPoint Advisory Group
Texas
– -$365K -5,610 Closed
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